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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
626
GGM Wealth Advisors
Maryland
$273K
GLA
627
Great Lakes Advisors
Illinois
$272K -$23.6M -115,315 -99%
CI
628
Conning Inc
Connecticut
$272K -$818 -4 -0.3%
Lazard Asset Management
629
Lazard Asset Management
New York
$271K +$109K +532 +66%
PTP
630
Platform Technology Partners
New York
$268K
WWM
631
Westwood Wealth Management
California
$267K -$313K -1,530 -54%
RCWM
632
Royal Capital Wealth Management
Indiana
$267K -$36.8K -180 -12%
SW
633
SteelPeak Wealth
California
$267K +$2.25K +11 +0.8%
PAS
634
Park Avenue Securities
New York
$266K +$50.5K +247 +23%
BP
635
BBR Partners
New York
$265K
BPM
636
Bowling Portfolio Management
Ohio
$261K -$6.75K -33 -3%
FWCM
637
Ferguson Wellman Capital Management
Oregon
$260K
MW
638
Marcum Wealth
Ohio
$258K -$3.68K -18 -1%
FTDI
639
First Trust Direct Indexing
Massachusetts
$257K +$6.34K +31 +3%
BCM
640
Boltwood Capital Management
California
$256K +$257K +1,257 New
BPA
641
Beacon Pointe Advisors
California
$255K -$2.5M -12,207 -91%
Carson Wealth (CWM LLC)
642
Carson Wealth (CWM LLC)
Nebraska
$254K +$23.1K +113 +10%
NL
643
NWAM LLC
Washington
$253K -$101K -493 -29%
IAMOG
644
Investors Asset Management of Georgia
Georgia
$251K
SWA
645
Stratos Wealth Advisors
Ohio
$251K +$14.1K +69 +6%
WPW
646
Waldron Private Wealth
Pennsylvania
$249K +$20.6K +101 +9%
SA
647
Syntax Advisors
New York
$248K +$11.9K +58 +5%
VCG
648
Vantage Consulting Group
Virginia
$248K +$11.9K +58 +5%
VFA
649
Valeo Financial Advisors
Indiana
$245K -$40.7K -199 -14%
TL
650
Tradewinds LLC
North Carolina
$245K +$245K +1,199 New