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Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
426
Mid Atlantic Financial Management
Pennsylvania
$457K +$166K +2,602 +61%
AWM
427
AE Wealth Management
Kansas
$455K +$5.55K +87 +1%
CA
428
Claro Advisors
Massachusetts
$450K +$1.79K +28 +0.4%
RC
429
RegentAtlantic Capital
New Jersey
$449K -$765 -12 -0.2%
WJWM
430
Williams Jones Wealth Management
New York
$442K -$28.6K -448 -6%
PFO
431
Pathstone Family Office
New Jersey
$442K +$6.63K +104 +2%
IA
432
IndexIQ Advisors
New York
$441K +$425K +6,661 New
SWM
433
Shakespeare Wealth Management
Wisconsin
$440K – – –
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
$439K -$81.6K -1,280 -16%
JWBC
435
J.W. Burns & Co
New York
$439K -$54.1K -848 -11%
QC
436
Quadrature Capital
United Kingdom
$437K -$1.7M -26,642 -80%
MCM
437
McKinley Capital Management
Alaska
$433K -$78.4K -1,230 -16%
FMWA
438
Forvis Mazars Wealth Advisors
Missouri
$430K -$6.95K -109 -2%
PCM
439
Parsons Capital Management
Rhode Island
$430K +$3.83K +60 +0.9%
PWPS
440
Pinnacle Wealth Planning Services
Ohio
$426K +$829 +13 +0.2%
Cerity Partners
441
Cerity Partners
New York
$426K +$32.3K +507 +9%
CPC
442
Congress Park Capital
New York
$424K – – –
Bank of Nova Scotia
443
Bank of Nova Scotia
Ontario, Canada
$424K +$184K +2,883 +82%
BTWM
444
Baker Tilly Wealth Management
Wisconsin
$418K +$40.7K +638 +11%
CAM
445
Cresset Asset Management
Illinois
$415K +$10.6K +166 +3%
AP
446
Advisor Partners
California
$413K +$54.2K +850 +16%
RGI
447
River Global Investors
United Kingdom
$412K – – –
TCM
448
Teza Capital Management
Illinois
$409K +$394K +6,179 New
SCA
449
Snowden Capital Advisors
New York
$404K +$15.1K +236 +4%
MFA
450
Mayflower Financial Advisors
Massachusetts
$401K – – –