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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
776
Trivium Point Advisory
Connecticut
$407K +$13.3K +99 +3%
TWPM
777
Total Wealth Planning & Management
Florida
$407K +$456K +3,404 New
KMWM
778
Keudell/Morrison Wealth Management
Oregon
$406K +$3.08K +23 +0.7%
AFT
779
Alpha Family Trust
California
$406K +$249K +1,855 +120%
WPC
780
Wedmont Private Capital
Pennsylvania
$403K +$1.61K +12 +0.3%
AV
781
Alamea Verwaltungs
New Jersey
$400K +$448K +3,345 New
PAM
782
Panagora Asset Management
Massachusetts
$399K -$9.08M -67,787 -95%
MFA
783
Morling Financial Advisors
California
$395K -$460K -3,433 -51%
CCMT
784
CMT Capital Markets Trading
Germany
$389K +$436K +3,256 New
ATC
785
Argent Trust Co
Tennessee
$389K -$109K -810 -20%
ADMI
786
Albert D. Mason Inc
Massachusetts
$387K +$11.4K +85 +3%
CA
787
Claro Advisors
Massachusetts
$387K +$63.1K +471 +17%
PPW
788
Parcion Private Wealth
Washington
$387K +$434K +3,237 New
WA
789
Waverly Advisors
Alabama
$386K +$76.1K +568 +21%
CP
790
Castleview Partners
Texas
$384K -$268 -2 -0.1%
EW
791
Elyxium Wealth
California
$375K +$18.9K +141 +5%
ARMT
792
Amica Retiree Medical Trust
Rhode Island
$373K -$99.9K -746 -19%
EF
793
Empirical Finance
Pennsylvania
$373K +$43.9K +328 +12%
EI
794
Ellevest Inc
New York
$372K +$61.5K +459 +17%
CCM
795
Coldstream Capital Management
Washington
$370K +$81.2K +606 +24%
WC
796
Wynn Capital
Georgia
$369K +$62.3K +465 +18%
NRD
797
Nebula Research & Development
New York
$368K -$727K -5,424 -64%
CCIA
798
Campbell & Co Investment Adviser
Maryland
$364K -$78.8K -588 -16%
SAM
799
Shell Asset Management
Netherlands
$362K +$406K +3,028 New
PWM
800
Perigon Wealth Management
California
$361K -$20.6K -154 -5%