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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
601
Trust Asset Management
Texas
$317K -$3.07K -15 -1%
MWM
602
Mission Wealth Management
California
$315K -$19.8K -97 -6%
RWM
603
Ritholtz Wealth Management
New York
$314K +$95.3K +466 +43%
CAC
604
Cowen and Company
New York
$313K -$17.4K -85 -5%
SACTSONJ
605
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$306K – – –
PMG
606
ProVise Management Group
Florida
$306K +$99.8K +488 +48%
Cerity Partners
607
Cerity Partners
New York
$305K +$307K +1,501 New
PL
608
Plancorp LLC
Missouri
$304K -$613 -3 -0.2%
AIIMS
609
Analyst IMS Investment Management Services
Israel
$303K – – –
GWM
610
Geneos Wealth Management
Colorado
$302K -$204 -1 -0.1%
FMAEN1
611
Fund Management at Engine No 1
California
$302K +$48.2K +236 +19%
MIG
612
McGuire Investment Group
Rhode Island
$299K – – –
CPIG
613
Chicago Partners Investment Group
Illinois
$299K +$14.5K +71 +5%
FHA
614
First Horizon Advisors
Tennessee
$298K -$803K -3,929 -73%
CA
615
Clearstead Advisors
Ohio
$296K – – –
SWM
616
SeaCrest Wealth Management
New York
$292K +$17.2K +84 +6%
MPPW
617
Mitchell & Pahl Private Wealth
Oklahoma
$291K -$47.2K -231 -14%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$289K -$12.5K -61 -4%
IFG
619
Independent Financial Group
California
$289K +$10.8K +53 +4%
AA
620
Auxano Advisors
Washington
$287K +$82.6K +404 +40%
JCM
621
Jacobi Capital Management
Pennsylvania
$286K -$37.6K -184 -12%
TH
622
TCTC Holdings
Texas
$286K – – –
PIMJS
623
PKO Investment Management Joint-Stock
Poland
$286K +$286K +1,400 New
ACP
624
Aviance Capital Partners
Florida
$282K -$121K -590 -30%
RCS
625
Retirement Capital Strategies
California
$281K – – –