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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
776
Cidel Asset Management
Ontario, Canada
$252K
PGFC
777
Peapack-Gladstone Financial Corp
New Jersey
$251K
CIS
778
Continental Investors Services
Washington
$248K +$669 +5 +0.3%
BFA
779
Beaumont Financial Advisors
Massachusetts
$248K
VFA
780
Valeo Financial Advisors
Indiana
$247K +$3.21K +24 +1%
SFA
781
Seneca Financial Advisors
New York
$247K
GRP
782
Global Retirement Partners
California
$246K +$10.6K +79 +5%
VAS
783
Vestmark Advisory Solutions
Massachusetts
$246K -$52K -389 -18%
AAG
784
Armstrong Advisory Group
Massachusetts
$245K
CCA
785
Checchi Capital Advisers
California
$244K
MIM
786
Moseley Investment Management
Florida
$243K +$19.1K +143 +9%
GAM
787
Griffin Asset Management
New York
$243K
JLBC
788
J.L. Bainbridge & Co
Florida
$243K
WC
789
Weil Company
California
$241K
EWM
790
Evercore Wealth Management
New York
$240K +$18.3K +137 +8%
AWA
791
Aaron Wealth Advisors
Illinois
$238K +$235K +1,760 New
AFG
792
Atomi Financial Group
New York
$238K -$21.5K -161 -8%
MW
793
Marcum Wealth
Ohio
$238K
PGIM
794
Pacific Global Investment Management
California
$237K +$268 +2 +0.1%
ACA
795
Aptus Capital Advisors
Alabama
$236K +$6.69K +50 +3%
NSIM
796
North Star Investment Management
Illinois
$233K
CWM
797
Chemistry Wealth Management
New York
$231K
LAM
798
Lakewood Asset Management
Illinois
$230K
NL
799
NWAM LLC
Washington
$229K -$58.3K -436 -20%
SCM
800
Stevens Capital Management
Pennsylvania
$228K +$226K +1,688 New