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Name Holding Trade Value Shares
Change
Change in
Stake
CW
601
CreativeOne Wealth
Kansas
$676K +$82.8K +520 +15%
BAM
602
Blueshift Asset Management
New Jersey
$675K -$501K -3,144 -44%
CWM
603
Circle Wealth Management
New Jersey
$671K -$134K -842 -18%
ED
604
Exane Derivatives
France
$670K -$84.1K -528 -12%
TC
605
Tatro Capital
Kentucky
$670K +$172K +1,077 +38%
CG
606
Colony Group
Massachusetts
$667K +$3.5K +22 +0.6%
CF
607
Copperwynd Financial
Arizona
$664K -$93.2K -585 -13%
MIH
608
Meitav Investment House
Israel
$664K +$369K +2,319 +149%
FHB
609
First Hawaiian Bank
Hawaii
$663K +$64.8K +407 +12%
MCP
610
Mirador Capital Partners
California
$663K +$312K +1,957 +103%
TCA
611
Transcend Capital Advisors
New Jersey
$662K +$157K +986 +34%
NB
612
Norinchukin Bank
Japan
$660K +$154K +965 +34%
WWM
613
Western Wealth Management
Colorado
$659K +$269K +1,690 +79%
LNC
614
Lincoln National Corp
Pennsylvania
$651K +$95.2K +598 +19%
OPWM
615
Oxinas Partners Wealth Management
Indiana
$650K -$94.6K -594 -14%
Cerity Partners
616
Cerity Partners
New York
$650K +$45.2K +284 +8%
IIA
617
IPG Investment Advisors
California
$643K +$48.6K +305 +9%
PTP
618
Platform Technology Partners
New York
$631K +$84.1K +528 +17%
BFC
619
Blue Fin Capital
Rhode Island
$625K +$17.8K +112 +3%
PGFC
620
Peapack-Gladstone Financial Corp
New Jersey
$622K +$159K +1,001 +38%
MIOT
621
Massachusetts Institute of Technology
Massachusetts
$622K +$577K +3,622 New
LA
622
LexAurum Advisors
Kansas
$621K +$576K +3,614 New
TMAM
623
Tokio Marine Asset Management
Japan
$619K +$255K +1,602 +80%
AHC
624
Adell Harriman & Carpenter
Texas
$618K +$135K +847 +31%
HIM
625
Hillsdale Investment Management
Ontario, Canada
$618K – – –