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Name Holding Trade Value Shares
Change
Change in
Stake
SEC
601
Seven Eight Capital
New York
$372K +$404K +1,724 New
EP
602
Eudaimonia Partners
Tennessee
$371K – – –
IAIM
603
International Assets Investment Management
Florida
$368K -$30.9K -132 -7%
AWS
604
Atria Wealth Solutions
New York
$364K -$196K -836 -33%
IAS
605
Insigneo Advisory Services
Florida
$362K +$92K +393 +31%
BP
606
Ballentine Partners
Massachusetts
$359K +$4.22K +18 +1%
WWM
607
Western Wealth Management
Colorado
$359K +$31.9K +136 +9%
IAN
608
Integrated Advisors Network
Texas
$359K +$202K +864 +108%
VCA
609
Verdence Capital Advisors
Maryland
$359K -$2.11K -9 -0.5%
JCM
610
Jacobi Capital Management
Pennsylvania
$359K +$12.9K +55 +3%
TAM
611
Trust Asset Management
Texas
$358K – – –
ALAM
612
Asahi Life Asset Management
Japan
$358K +$389K +1,660 New
TCM
613
Teza Capital Management
Illinois
$357K +$387K +1,654 New
RIA
614
Regal Investment Advisors
Michigan
$356K – – –
WSCM
615
Wellington Shields Capital Management
New York
$356K – – –
FNBT
616
FineMark National Bank & Trust
Florida
$356K +$126K +540 +49%
EP
617
Edgestream Partners
New Jersey
$356K +$386K +1,650 New
HWM
618
HB Wealth Management
Georgia
$355K +$55.5K +237 +17%
A
619
Allianz
Germany
$351K +$382K +1,630 New
IDBONY
620
Israel Discount Bank of New York
New York
$350K -$118K -503 -24%
PL
621
Plancorp LLC
Missouri
$346K -$14.8K -63 -4%
WC
622
Wynn Capital
Georgia
$343K -$39.1K -167 -9%
P
623
Pitcairn
Pennsylvania
$343K -$14.3K -61 -4%
CIA
624
Choate Investment Advisors
Massachusetts
$341K -$19.4K -83 -5%
GCP
625
Garda Capital Partners
Minnesota
$340K -$42.6K -182 -10%