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Name Holding Trade Value Shares
Change
Change in
Stake
QT
1376
Quantamental Technologies
New York
$661K +$716K +3,109 New
CCMD
1377
Cypress Capital Management (Delaware)
Delaware
$660K
RI
1378
Ridgewood Investments
New Jersey
$659K +$93.4K +406 +15%
EGA
1379
E&G Advisors
Texas
$659K +$713K +3,097 New
NERM
1380
New England Research & Management
Illinois
$658K -$824K -3,580 -54%
KMWM
1381
Keudell/Morrison Wealth Management
Oregon
$656K +$78.9K +343 +13%
EWM
1382
Elite Wealth Management
Washington
$652K +$184K +800 +35%
EN1L
1383
Engine No 1 LLC
California
$650K +$282K +1,224 +67%
PMFA
1384
Plante Moran Financial Advisors
Michigan
$649K +$180K +781 +34%
LWM
1385
Lyell Wealth Management
California
$648K -$65.8K -286 -9%
BCFD
1386
Boit C.F. David
$642K
CW
1387
CreativeOne Wealth
Kansas
$640K +$76.6K +333 +12%
MIM
1388
Merrion Investment Management
New Jersey
$638K -$2.3K -10 -0.3%
NSEDCP
1389
NJ State Employees Deferred Compensation Plan
New Jersey
$638K
SACTSONJ
1390
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$638K
H
1391
HoyleCohen
California
$635K
LA
1392
Legacy Advisors
Pennsylvania
$634K +$5.52K +24 +0.8%
TW
1393
Transform Wealth
Colorado
$633K -$6.29M -27,345 -90%
ATIA
1394
American Trust Investment Advisors
New Hampshire
$633K +$6.91K +30 +1%
VIM
1395
Vista Investment Management
Pennsylvania
$633K +$19.3K +84 +3%
RSWM
1396
Robertson Stephens Wealth Management
California
$632K -$136K -590 -17%
GKWIM
1397
Gerber Kawasaki Wealth & Investment Management
California
$632K -$4.83K -21 -0.7%
GFS
1398
GYL Financial Synergies
Connecticut
$632K +$21.4K +93 +3%
LFA
1399
Legacy Financial Advisors
Kentucky
$631K -$18.9K -82 -3%
BWCS
1400
Beirne Wealth Consulting Services
Connecticut
$631K