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Name Holding Trade Value Shares
Change
Change in
Stake
PCH
626
PGIM Custom Harvest
New Jersey
$314K +$69.3K +358 +28%
GA
627
Geller Advisors
New York
$313K +$4.07K +21 +1%
HAM
628
Hedges Asset Management
Nevada
$313K
EWM
629
Empirical Wealth Management
Washington
$312K +$318K +1,645 New
PA
630
Pinnacle Associates
New York
$309K -$8.13K -42 -3%
PWM
631
Perigon Wealth Management
California
$308K -$237K -1,222 -44%
CA
632
Claro Advisors
Massachusetts
$304K -$41.6K -215 -12%
KIA
633
Knollwood Investment Advisory
Maryland
$303K
PP
634
PDS Planning
Ohio
$299K +$194 +1 +0.1%
RGC
635
Roberts, Glore & Co
Illinois
$299K -$16.5K -85 -5%
NAM
636
NorthCrest Asset Manangement
Minnesota
$299K +$44.9K +232 +17%
PPWP
637
Premier Path Wealth Partners
New Jersey
$298K +$2.71K +14 +0.9%
WBC
638
Westpac Banking Corp
Australia
$296K -$6.97K -36 -2%
RWM
639
Ritholtz Wealth Management
New York
$295K +$301K +1,555 New
SWM
640
SeaCrest Wealth Management
New York
$292K -$17K -88 -5%
BAM
641
Blueshift Asset Management
New Jersey
$288K +$294K +1,520 New
GRP
642
Global Retirement Partners
California
$285K +$2.13K +11 +0.7%
SCM
643
Stevens Capital Management
Pennsylvania
$283K +$289K +1,493 New
NB
644
NBT Bank
New York
$281K
DS
645
DRW Securities
Illinois
$279K -$88.7K -458 -24%
AF
646
Allworth Financial
California
$279K +$13.4K +69 +5%
CIS
647
Continental Investors Services
Washington
$277K +$194 +1 +0.1%
BRWA
648
B. Riley Wealth Advisors
Florida
$275K -$14.7K -76 -5%
FC
649
Farringdon Capital
United Kingdom
$274K +$280K +1,447 New
PTC
650
Petrus Trust Company
Texas
$273K +$279K +1,441 New