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Name Holding Trade Value Shares
Change
Change in
Stake
V
276
Veritable
Delaware
$457K +$1.13K +19 +0.3%
LAI
277
Legal Advantage Investments
California
$456K
GAM
278
Gotham Asset Management
New York
$455K +$262K +4,422 +140%
MM
279
MQS Management
New York
$453K +$448K +7,547 New
MWM
280
Mission Wealth Management
California
$441K +$31.8K +535 +8%
AWM
281
Altium Wealth Management
New York
$441K +$47.9K +807 +12%
ICP
282
Interchange Capital Partners
Pennsylvania
$440K +$436K +7,338 New
NERM
283
New England Research & Management
Illinois
$429K
CI
284
Cigna Investments
Connecticut
$423K -$139K -2,340 -25%
Twin Tree Management
285
Twin Tree Management
Texas
$419K +$414K +6,979 New
UB
286
UMB Bank
Missouri
$417K +$412K +6,944 New
Vanguard Personalized Indexing Management
287
Vanguard Personalized Indexing Management
California
$415K +$286K +4,814 +229%
RC
288
RegentAtlantic Capital
New Jersey
$411K +$208K +3,505 +105%
CAAS
289
Capital Asset Advisory Services
Michigan
$409K -$61.4K -1,034 -13%
GHA
290
GW Henssler & Associates
Georgia
$407K +$594 +10 +0.1%
BCI
291
Brinker Capital Investments
Pennsylvania
$406K +$9.73K +164 +2%
SS
292
Simplicity Solutions
Minnesota
$398K -$181K -3,042 -31%
OFS
293
OneAscent Financial Services
Alabama
$397K +$32.5K +548 +9%
AWM
294
Avaii Wealth Management
Wisconsin
$380K +$375K +6,325 New
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$371K
LOAMS
296
Lombard Odier Asset Management (Switzerland)
Switzerland
$367K +$475 +8 +0.1%
DT
297
Diversified Trust
Tennessee
$365K +$361K +6,086 New
FTA
298
Financial & Tax Architects
Missouri
$362K +$10.3K +174 +3%
WSCM
299
Wellington Shields Capital Management
New York
$360K
EFS
300
Econ Financial Services
Pennsylvania
$358K +$354K +5,969 New