Name Holding Trade Value Shares
Change
Change in
Stake
KRW
701
Kaufman Rossin Wealth
Florida
$582K +$653K +4,872 New
GL
702
Graypoint LLC
New York
$579K +$52.9K +395 +9%
CMTU
703
Capital Markets Trading (UK)
United Kingdom
$574K -$186K -1,387 -22%
S
704
SignatureFD
Georgia
$574K +$64.7K +483 +11%
TCBWMS
705
Texas Capital Bank Wealth Management Services
Texas
$573K +$642K +4,795 New
DA
706
Doliver Advisors
Texas
$557K -$41.5K -310 -6%
SRL
707
Scientech Research LLC
New Jersey
$551K +$618K +4,610 New
NCM
708
Nelson Capital Management
California
$550K -$299K -2,231 -33%
RCA
709
Roberts Capital Advisors
Colorado
$540K +$606K +4,521 New
UIM
710
Unified Investment Management
Georgia
$539K – – –
FRA
711
Frank Rimerman Advisors
California
$534K +$28.8K +215 +5%
OAM
712
Ostrum Asset Management
France
$534K -$15.9K -119 -3%
BCM
713
Blume Capital Management
California
$533K -$2.41K -18 -0.4%
TPWA
714
TRUE Private Wealth Advisors
Oregon
$530K +$3.08K +23 +0.5%
DWT
715
Dorsey & Whitney Trust
South Dakota
$524K +$285K +2,126 +94%
CCM
716
CAAS Capital Management
New York
$520K +$583K +4,350 New
CI
717
Cigna Investments
Connecticut
$519K -$18.4K -137 -3%
ECM
718
Evergreen Capital Management
Washington
$518K +$154K +1,147 +36%
BFM
719
Boothbay Fund Management
New York
$516K +$578K +4,316 New
EH
720
Equitable Holdings
New York
$513K -$821K -6,128 -59%
CCM
721
Cohen Capital Management
California
$511K – – –
AWA
722
Aaron Wealth Advisors
Illinois
$511K +$37.6K +281 +7%
NFSG
723
Newbridge Financial Services Group
Florida
$504K -$116K -865 -17%
QWM
724
Quadcap Wealth Management
Texas
$500K +$130K +968 +30%
LC
725
Lindbrook Capital
California
$499K -$183K -1,367 -25%