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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
926
9258 Wealth Management
Ohio
$235K +$249K +780 New
WG
927
Winton Group
United Kingdom
$234K -$60.6K -190 -20%
AWM
928
Avior Wealth Management
Nebraska
$233K – – –
YIA
929
YHB Investment Advisors
Connecticut
$232K -$14.4K -45 -6%
SB
930
Simmons Bank
Arkansas
$229K -$3.19K -10 -1%
AWA
931
ARS Wealth Advisors
Florida
$229K +$27.1K +85 +13%
TSS
932
Two Sigma Securities
New York
$227K -$2.01M -6,289 -89%
WWM
933
Western Wealth Management
Colorado
$227K +$236K +740 New
SFSG
934
Stearns Financial Services Group
North Carolina
$223K – – –
TFCP
935
Twin Focus Capital Partners
Massachusetts
$221K – – –
PWLP
936
Prio Wealth Limited Partnership
Massachusetts
$221K +$31.9K +100 +16%
NVCHI
937
New Vernon Capital Holdings II
New Jersey
$221K +$48.2K +151 +26%
CIBC Private Wealth Group
938
CIBC Private Wealth Group
Georgia
$219K -$7.75M -24,269 -97%
CRC
939
Curi RMB Capital
Illinois
$218K -$1.97M -6,188 -90%
DLA
940
Douglas Lane & Associates
New York
$218K – – –
VCM
941
Violich Capital Management
California
$218K – – –
EAM
942
Eagle Asset Management
Florida
$216K +$41.8K +131 +22%
VHAM
943
Van Hulzen Asset Management
California
$215K +$228K +714 New
WP
944
WealthSource Partners
California
$214K -$14.4K -45 -6%
CFSG
945
Community Financial Services Group
Vermont
$214K – – –
NAM
946
North American Management
Massachusetts
$214K – – –
RMAM
947
Raab & Moskowitz Asset Management
New Jersey
$214K – – –
Cetera Investment Advisers
948
Cetera Investment Advisers
Illinois
$212K -$638 -2 -0.3%
CBFP
949
Cedar Brook Financial Partners
Ohio
$212K +$225K +705 New
BS
950
Boenning & Scattergood
Pennsylvania
$211K -$31.9K -100 -13%