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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Endurance Wealth Management
Rhode Island
$9K – – –
Schroder Investment Management Group
327
Schroder Investment Management Group
United Kingdom
$9K – – –
CFGS
328
Concourse Financial Group Securities
Alabama
$9K +$7.51K +118 +369%
GKWIM
329
Gerber Kawasaki Wealth & Investment Management
California
$9K +$9.23K +145 New
TWA
330
TCI Wealth Advisors
Arizona
$7K – – –
FWM
331
Focused Wealth Management
New York
$6K – – –
PWMG
332
Prestige Wealth Management Group
New Jersey
$6K – – –
NL
333
NVWM LLC
Pennsylvania
$6K +$6.43K +101 New
CA
334
Clearstead Advisors
Ohio
$5K – – –
EARNEST Partners
335
EARNEST Partners
Georgia
$5K – – –
CFA
336
Carroll Financial Associates
North Carolina
$4K – – –
PMFA
337
Plante Moran Financial Advisors
Michigan
$4K – – –
First Manhattan
338
First Manhattan
New York
$4K +$4.78K +75 New
APWA
339
Atlas Private Wealth Advisors
New Jersey
$3K – – –
PFBT
340
Parkside Financial Bank & Trust
Missouri
$3K – – –
VNA
341
Valley National Advisers
Pennsylvania
$3K – – –
WWM
342
Wolff Wiese Magana
California
$3K +$3.25K +51 New
CI
343
CX Institutional
Indiana
$2K -$2.23K -35 -55%
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$2K -$1.85K -29 -51%
TFA
345
Toth Financial Advisory
Virginia
$2K – – –
EWM
346
Edge Wealth Management
New York
$2K +$1.53K +24 New
ATC
347
Adirondack Trust Company
New York
$1K – – –
FMP
348
Financial Management Professionals
Texas
$1K – – –
VCM
349
Versant Capital Management
Arizona
$1K – – –
CI Investments Inc
350
CI Investments Inc
Ontario, Canada
$1K +$509 +8 New