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Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
826
Jamison Private Wealth Management
Georgia
$549K -$26.6K -324 -5%
PWW
827
Pettyjohn Wood & White
Virginia
$548K -$76.2K -930 -13%
NorthRock Partners
828
NorthRock Partners
Minnesota
$546K -$26K -317 -5%
GAM
829
GEM Asset Management
Michigan
$545K – – –
CAM
830
Carret Asset Management
New York
$543K – – –
HAM
831
Harmony Asset Management
Arizona
$542K – – –
Jump Financial
832
Jump Financial
Illinois
$541K +$517K +6,301 New
GSC
833
Grey Street Capital
Illinois
$540K +$515K +6,288 New
GIA
834
Gladstone Institutional Advisory
Florida
$535K -$311K -3,799 -38%
Fifth Third Wealth Advisors
835
Fifth Third Wealth Advisors
Ohio
$533K -$43.4K -530 -8%
MAA
836
Matrix Asset Advisors
New York
$532K – – –
CSI
837
Cross Staff Investments
New York
$532K – – –
FFP
838
FourThought Financial Partners
Florida
$530K -$16.3K -199 -3%
Balyasny Asset Management
839
Balyasny Asset Management
Illinois
$530K -$814K -9,935 -62%
WA
840
WBH Advisory
Maryland
$529K -$7.79K -95 -2%
PTC
841
Private Trust Company
Ohio
$526K +$55K +671 +12%
GSCM
842
Greenfield Seitz Capital Management
Texas
$524K – – –
CI
843
Cigna Investments
Connecticut
$523K -$10.6K -129 -2%
Stock Yards Bank & Trust
844
Stock Yards Bank & Trust
Kentucky
$520K -$89.4K -1,090 -15%
PB
845
Pinnacle Bancorp
Nebraska
$520K – – –
Wedmont Private Capital
846
Wedmont Private Capital
Pennsylvania
$520K +$8.53K +104 +2%
Fisher Asset Management
847
Fisher Asset Management
Washington
$515K +$75.7K +924 +18%
AIM
848
Allen Investment Management
New York
$515K – – –
Kovitz Investment Group Partners
849
Kovitz Investment Group Partners
Illinois
$515K +$492K +6,000 New
CWM
850
Collaborative Wealth Management
Florida
$511K – – –