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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
576
Aljian Capital Management
Nevada
$425K – – –
OIM
577
Oracle Investment Management
Connecticut
$424K – – –
ML
578
McAdam LLC
Pennsylvania
$424K +$394K +2,410 New
PCS
579
Personal CFO Solutions
New Jersey
$423K -$5.72K -35 -1%
EWA
580
EverSource Wealth Advisors
Alabama
$422K +$24.7K +151 +7%
AssetMark Inc
581
AssetMark Inc
California
$421K +$52.4K +321 +15%
CL
582
Choreo LLC
Illinois
$419K -$10.9K -67 -3%
PP
583
PDT Partners
New York
$413K – – –
PJWM
584
Philip James Wealth Mangement
Georgia
$410K +$29.7K +182 +8%
SCP
585
Sivia Capital Partners
California
$407K +$2.78K +17 +0.7%
Fayez Sarofim & Co
586
Fayez Sarofim & Co
Texas
$405K – – –
SACTSONJ
587
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$405K – – –
HCA
588
Harbor Capital Advisors
Illinois
$404K -$653 -4 -0.2%
AWM
589
Axxcess Wealth Management
California
$401K +$373K +2,281 New
AG
590
AIA Group
Hong Kong
$400K -$3.25M -19,886 -90%
CRI
591
Colonial River Investments
Virginia
$400K +$371K +2,273 New
BFIM
592
Beese Fulmer Investment Management
Ohio
$400K +$371K +2,272 New
MOS
593
MGO One Seven
Ohio
$396K +$368K +2,251 New
CA
594
Clearstead Advisors
Ohio
$396K +$122K +747 +50%
PFS
595
Prospera Financial Services
Texas
$394K +$366K +2,240 New
Parallax Volatility Advisers
596
Parallax Volatility Advisers
California
$394K +$365K +2,237 New
TG
597
TCW Group
California
$392K +$364K +2,226 New
EWM
598
Empirical Wealth Management
Washington
$390K +$123K +753 +51%
CAG
599
Crestwood Advisors Group
Massachusetts
$386K +$60.9K +373 +20%
DCM
600
DGS Capital Management
New Jersey
$384K +$77.4K +474 +28%