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Name Holding Trade Value Shares
Change
Change in
Stake
FM
576
Family Management
New York
$227K – – –
V
577
Veritable
Delaware
$227K +$10.4K +109 +4%
HIM
578
Hotaling Investment Management
Pennsylvania
$226K -$1.14M -11,886 -82%
BPC
579
Banque Pictet & Cie
Switzerland
$225K +$253K +2,640 New
DA
580
Dash Acquisitions
California
$224K – – –
SAM
581
Strategy Asset Managers
California
$224K +$252K +2,628 New
NL
582
NWAM LLC
Washington
$223K +$60.3K +629 +32%
DAM
583
Delta Asset Management
Tennessee
$222K – – –
NERM
584
New England Research & Management
Illinois
$222K – – –
BFS
585
Bradley Foster & Sargent
Connecticut
$221K – – –
SDWMA
586
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K – – –
FF
587
FourThought Financial
Florida
$221K +$5.75K +60 +2%
KS
588
Karpas Strategies
Connecticut
$219K +$383 +4 +0.2%
SFA
589
Seneca Financial Advisors
New York
$217K – – –
BAM
590
Beaumont Asset Management
Texas
$215K -$67.1K -700 -22%
SWM
591
SeaCrest Wealth Management
New York
$215K -$27.9K -291 -10%
ACP
592
Ashfield Capital Partners
California
$215K – – –
LW
593
Linscomb Wealth
Texas
$214K +$383 +4 +0.2%
Group One Trading
594
Group One Trading
Illinois
$214K +$241K +2,512 New
GIA
595
Guyasuta Investment Advisors
Pennsylvania
$213K – – –
UFG
596
United Fire Group
Iowa
$213K – – –
National Bank of Canada
597
National Bank of Canada
Quebec, Canada
$209K -$15.3K -160 -6%
SWP
598
Stratos Wealth Partners
Ohio
$209K +$18K +188 +8%
SPC
599
Sigma Planning Corp
Michigan
$207K +$15.9K +166 +7%
LIM
600
Leavell Investment Management
Alabama
$204K – – –