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Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
251
Charles Schwab
California
$852K +$372K +4,524 +69%
WA
252
Wealth Alliance
New York
$851K -$14.9K -181 -2%
AT
253
Arden Trust
Delaware
$824K -$220K -2,679 -20%
FIM
254
Freedom Investment Management
Connecticut
$823K -$147K -1,788 -14%
SA
255
swisspartners Advisors
Switzerland
$776K
JFG
256
Jefferies Financial Group
New York
$775K +$822K +10,002 New
EGM
257
Engineers Gate Manager
New York
$774K +$826K +10,046 New
S
258
SignatureFD
Georgia
$765K +$55K +669 +7%
PA
259
Procyon Advisors
Connecticut
$762K +$492K +5,982 +153%
FA
260
FDx Advisors
Illinois
$761K -$678K -8,250 -46%
RhumbLine Advisers
261
RhumbLine Advisers
Massachusetts
$761K +$1.64K +20 +0.2%
MCM
262
Mengis Capital Management
Oregon
$757K
CFM
263
Capricorn Fund Managers
United Kingdom
$750K +$800K +9,736 New
CIA
264
Choate Investment Advisors
Massachusetts
$740K +$18.2K +221 +2%
MOS
265
MGO One Seven
Ohio
$739K +$21.7K +264 +3%
CI
266
Cigna Investments
Connecticut
$735K
Brown Advisory
267
Brown Advisory
Maryland
$735K +$8.8K +107 +1%
RJT
268
Raymond James Trust
Florida
$724K -$31.1K -378 -4%
LNWWM
269
Laird Norton Wetherby Wealth Management
California
$723K +$5.18K +63 +0.7%
KAS
270
Kestra Advisory Services
Texas
$703K -$492K -5,980 -40%
Two Sigma Investments
271
Two Sigma Investments
New York
$695K +$741K +9,017 New
MAM
272
Marotta Asset Management
Virginia
$694K -$7.07K -86 -0.9%
NW
273
NewEdge Wealth
Pennsylvania
$692K -$22.2K -270 -3%
VAS
274
Vestmark Advisory Solutions
Massachusetts
$691K -$1.41M -17,177 -66%
RJFSA
275
Raymond James Financial Services Advisors
Florida
$681K +$13.8K +168 +2%