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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
951
Doyle Wealth Management
Florida
$555K -$17.8K -153 -2%
AG
952
Algert Global
California
$555K +$754K +6,482 New
CWM
953
Cornerstone Wealth Management
Missouri
$554K -$11.6K -100 -2%
SCA
954
Sippican Capital Advisors
Massachusetts
$552K -$5.82K -50 -0.8%
NIT
955
NumerixS Investment Technologies
British Columbia, Canada
$549K +$747K +6,416 New
IIM
956
Ipswich Investment Management
Massachusetts
$548K -$325K -2,795 -30%
SW
957
SteelPeak Wealth
California
$548K -$19.7K -169 -3%
RA
958
RFG Advisory
Alabama
$548K +$18.7K +161 +3%
Arrowstreet Capital
959
Arrowstreet Capital
Massachusetts
$548K +$745K +6,400 New
SBL
960
Sargent Bickham Lagudis
Colorado
$545K +$58.2K +500 +9%
LSAG
961
Lake Street Advisors Group
New Hampshire
$545K +$62.8K +540 +9%
AMC
962
Asset Management Corp
Illinois
$542K +$337K +2,897 +84%
LOAME
963
Lombard Odier Asset Management (Europe)
United Kingdom
$541K -$106K -911 -13%
VRS
964
Virginia Retirement Systems
Virginia
$539K
FWCM
965
Ferguson Wellman Capital Management
Oregon
$539K +$6.05K +52 +0.8%
11A
966
10-15 Associates
New York
$538K +$116 +1 +0%
LRPA
967
L. Roy Papp & Associates
Arizona
$537K -$34.9K -300 -5%
CHP
968
Cable Hill Partners
Oregon
$537K +$494K +4,250 +210%
PGWM
969
Parisi Gray Wealth Management
New Jersey
$536K -$4.54K -39 -0.6%
CAG
970
Crestwood Advisors Group
Massachusetts
$534K -$10.8K -93 -1%
MMG
971
Monetary Management Group
Missouri
$531K -$52.4K -450 -7%
Carson Wealth (CWM LLC)
972
Carson Wealth (CWM LLC)
Nebraska
$531K
ZCA
973
Zeke Capital Advisors
Pennsylvania
$530K -$3.76M -32,291 -84%
GC
974
Grimes & Company
Massachusetts
$528K -$23.2K -199 -3%
WA
975
WealthTrust Axiom
Pennsylvania
$523K +$23.3K +200 +3%