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Name Holding Trade Value Shares
Change
Change in
Stake
GT
351
Greenleaf Trust
Michigan
$311K +$15.4K +114 +5%
CCM
352
Coldstream Capital Management
Washington
$307K +$13.7K +101 +5%
TC
353
TownSquare Capital
Utah
$304K +$21.9K +162 +8%
WJWM
354
Williams Jones Wealth Management
New York
$295K
SI
355
Stephens Inc
Arkansas
$293K -$19.3K -143 -6%
First Manhattan
356
First Manhattan
New York
$290K +$13.8K +102 +5%
ASG
357
Ariston Services Group
California
$288K
CG
358
Cynosure Group
Utah
$288K -$143K -1,057 -33%
MML Investors Services
359
MML Investors Services
Massachusetts
$284K +$1.08K +8 +0.4%
PTP
360
Platform Technology Partners
New York
$284K +$292K +2,161 New
PAS
361
Park Avenue Securities
New York
$282K +$2.84K +21 +1%
FFM
362
Forum Financial Management
Illinois
$281K
NWAG
363
Net Worth Advisory Group
Utah
$280K +$1.89K +14 +0.7%
PIA
364
Perennial Investment Advisors
California
$275K +$21.6K +160 +8%
HAG
365
HighPoint Advisor Group
Illinois
$273K +$23.5K +174 +10%
PCM
366
Prelude Capital Management
New York
$268K +$277K +2,046 New
OF
367
Optimize Financial
California
$265K +$273K +2,019 New
CCWM
368
Cassaday & Co Wealth Management
Virginia
$262K
HVIA
369
Hudson Valley Investment Advisors
New York
$262K +$270K +2,000 New
EH
370
Equitable Holdings
New York
$262K +$270K +1,997 New
WPC
371
Wedmont Private Capital
Pennsylvania
$261K +$263K +1,946 New
Legacy Financial Group (Iowa)
372
Legacy Financial Group (Iowa)
Iowa
$260K +$268K +1,983 New
Vontobel Holding
373
Vontobel Holding
Switzerland
$259K +$267K +1,978 New
AFG
374
Atomi Financial Group
New York
$258K +$8.52K +63 +3%
CB
375
Commerce Bank
Missouri
$256K -$405 -3 -0.2%