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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
501
Perigon Wealth Management
California
$417K -$103K -934 -20%
I
502
InceptionR
California
$417K -$553K -5,009 -57%
TPCW
503
TD Private Client Wealth
New York
$417K +$117K +1,056 +40%
EWS
504
Evergreen Wealth Solutions
Pennsylvania
$396K -$46.2K -419 -11%
FFA
505
First Foundation Advisors
California
$396K +$66.1K +599 +20%
P
506
Pitcairn
Pennsylvania
$395K +$3.97K +36 +1%
SI
507
Symmetry Investments
Jersey
$395K +$47.4K +429 +14%
CFG
508
Carr Financial Group
Massachusetts
$393K +$386K +3,500 New
PWPS
509
Pinnacle Wealth Planning Services
Ohio
$391K +$18.2K +165 +5%
KI
510
Kula Investments
Illinois
$388K +$381K +3,454 New
LOAMS
511
Lombard Odier Asset Management (Switzerland)
Switzerland
$387K -$77.8K -705 -17%
SA
512
Syntax Advisors
New York
$385K -$76.4K -692 -17%
VCG
513
Vantage Consulting Group
Virginia
$385K -$76.4K -692 -17%
SCA
514
Snowden Capital Advisors
New York
$385K +$53.9K +488 +17%
MOS
515
MGO One Seven
Ohio
$385K -$869K -7,873 -70%
WSCM
516
Wellington Shields Capital Management
New York
$384K – – –
BHCM
517
Brevan Howard Capital Management
Jersey
$383K – – –
WI
518
Wahed Invest
New York
$381K -$14.2K -129 -4%
VIM
519
VELA Investment Management
Ohio
$379K +$81.6K +739 +28%
HCA
520
Harbour Capital Advisors
Virginia
$376K +$370K +3,353 New
AIP
521
Ameritas Investment Partners
Nebraska
$374K – – –
SF
522
Synovus Financial
Georgia
$369K -$4.97K -45 -1%
FMAEN1
523
Fund Management at Engine No 1
California
$369K +$33.6K +304 +10%
CI
524
Cigna Investments
Connecticut
$368K -$8.72K -79 -2%
HH
525
Hilltop Holdings
Texas
$365K +$30.8K +279 +9%