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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
301
Sigma Planning Corp
Michigan
$491K -$3.9K -84 -0.8%
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$487K -$21K -451 -4%
BAM
303
Belpointe Asset Management
Nevada
$484K -$1.32M -28,489 -73%
PAMS
304
Pictet Asset Management (Switzerland)
Switzerland
$483K – – –
William Blair & Company
305
William Blair & Company
Illinois
$473K -$76.3K -1,641 -14%
PNC Financial Services Group
306
PNC Financial Services Group
Pennsylvania
$467K -$653K -14,055 -58%
EGA
307
E&G Advisors
Texas
$465K – – –
BAAM
308
Baker Avenue Asset Management
California
$462K -$413K -8,890 -47%
JCM
309
Janney Capital Management
Pennsylvania
$461K +$124K +2,668 +36%
SP
310
Symmetry Partners
Connecticut
$459K -$25.5K -548 -5%
VFPI
311
Vantage Financial Partners (Illinois)
Illinois
$457K +$203K +4,376 +79%
GAM
312
Grandview Asset Management
Pennsylvania
$454K +$459K +9,867 New
LPP
313
Life Planning Partners
Florida
$443K +$447K +9,620 New
ESCM
314
Echo Street Capital Management
New York
$437K -$61.3K -1,319 -12%
BI
315
Ballast Inc
Kentucky
$423K -$91.9K -1,977 -18%
V
316
Veritable
Delaware
$423K +$159K +3,420 +59%
Franklin Resources
317
Franklin Resources
California
$423K +$171K +3,677 +67%
CF
318
Centaurus Financial
California
$422K +$3.63K +78 +0.9%
SCM
319
Shelton Capital Management
Colorado
$404K -$41.6K -895 -9%
MAM
320
Mystic Asset Management
Rhode Island
$402K +$407K +8,752 New
TWI
321
Thomas White International
Illinois
$401K -$173K -3,719 -30%
PCA
322
Pallas Capital Advisors
Massachusetts
$397K +$67.3K +1,449 +17%
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$391K +$51.5K +1,109 +15%
MML Investors Services
324
MML Investors Services
Massachusetts
$381K +$7.9K +170 +2%
PA
325
Profund Advisors
Maryland
$380K -$26.8K -576 -7%