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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
676
Gideon Capital Advisors
New York
$244K -$67.2K -979 -22%
BHA
677
Beech Hill Advisors
New York
$244K +$232K +3,383 New
ZIC
678
ZWJ Investment Counsel
Georgia
$242K +$230K +3,353 New
SWM
679
Segment Wealth Management
Texas
$241K +$6.87K +100 +3%
EWM
680
Evercore Wealth Management
New York
$238K
TIM
681
Tortoise Investment Management
New York
$238K
PGIM
682
Pacific Global Investment Management
California
$237K -$13.7K -200 -6%
MAA
683
Mraz Amerine & Associates
California
$237K
MBA
684
McQueen Ball & Associates
Pennsylvania
$236K
IWC
685
Integrated Wealth Concepts
Massachusetts
$233K +$216K +3,138 New
BCM
686
BlueCrest Capital Management
Jersey
$233K +$222K +3,233 New
CCA
687
Checchi Capital Advisers
California
$230K +$220K +3,196 New
CFG
688
Citizens Financial Group
Rhode Island
$229K -$12.8K -186 -6%
NA
689
NewEdge Advisors
Louisiana
$228K +$211K +3,075 New
FPFS
690
First Personal Financial Services
North Carolina
$227K +$165K +2,397 +315%
CBU
691
CIBC Bank USA
Illinois
$226K +$215K +3,135 New
STA
692
Summit Trail Advisors
New York
$222K +$196K +2,854 New
Northwestern Mutual Wealth Management
693
Northwestern Mutual Wealth Management
Wisconsin
$221K +$38.7K +564 +22%
Fuller & Thaler Asset Management
694
Fuller & Thaler Asset Management
California
$216K
BRWA
695
B. Riley Wealth Advisors
Florida
$216K +$205K +2,989 New
MAM
696
Meeder Asset Management
Ohio
$213K +$129K +1,880 +176%
SLT
697
St Louis Trust
Missouri
$213K +$203K +2,956 New
WAM
698
Wealthspire Advisors (Maryland)
Maryland
$210K +$1.24K +18 +0.6%
ZF
699
Zhang Financial
Michigan
$210K +$194K +2,827 New
GIA
700
Guyasuta Investment Advisors
Pennsylvania
$202K +$192K +2,800 New