Name Holding Trade Value Shares
Change
Change in
Stake
CCAM
2851
Cascades Capital Asset Management
North Carolina
$223K +$214K +1,680 New
CIP
2852
Capital Insight Partners
Arizona
$223K +$214K +1,678 New
WA
2853
Waddell & Associates
Tennessee
$222K +$213K +1,672 New
T
2854
Tableaux
Massachusetts
$221K -$19.1K -150 -8%
SCM
2855
Silvant Capital Management
Georgia
$221K – – –
AWA
2856
Amplius Wealth Advisors
Pennsylvania
$221K +$212K +1,663 New
MTWM
2857
Masso Torrence Wealth Management
New Jersey
$220K +$211K +1,661 New
BCM
2858
BluePointe Capital Management
California
$220K +$211K +1,658 New
RW
2859
RVW Wealth
California
$220K +$211K +1,658 New
Cohen & Steers
2860
Cohen & Steers
New York
$219K +$7K +55 +3%
PP
2861
Pingora Partners
Wyoming
$219K – – –
AIA
2862
Accelerate Investment Advisors
California
$219K +$210K +1,648 New
TIM
2863
Thompson Investment Management
Wisconsin
$219K -$17.8K -140 -8%
CPRC
2864
Consolidated Portfolio Review Corp
New York
$219K -$130K -1,018 -38%
WWC
2865
Waypoint Wealth Counsel
Georgia
$218K +$209K +1,644 New
MWM
2866
Mindset Wealth Management
Indiana
$218K +$209K +1,642 New
OPA
2867
Old Port Advisors
Maine
$217K +$208K +1,633 New
HPBT
2868
Hickory Point Bank & Trust
Illinois
$216K +$208K +1,632 New
WIM
2869
Warwick Investment Management
Texas
$216K +$208K +1,632 New
B
2870
Birchbrook
Maine
$216K – – –
EC
2871
EntryPoint Capital
New York
$216K -$241K -1,891 -54%
EIM
2872
Essex Investment Management
Massachusetts
$216K -$764 -6 -0.4%
KFS
2873
Kelly Financial Services
Massachusetts
$216K +$207K +1,629 New
NWM
2874
Northwest Wealth Management
Iowa
$216K +$207K +1,628 New
PFG
2875
Pinnacle Financial Group
Illinois
$216K +$207K +1,628 New