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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
676
DWR Wealth Management
California
$440K – – –
FHWM
677
Fox Hill Wealth Management
Massachusetts
$439K -$12.7K -113 -3%
GWMR
678
GC Wealth Management RIA
Massachusetts
$439K -$1.57K -14 -0.3%
Fifth Third Bancorp
679
Fifth Third Bancorp
Ohio
$432K +$105K +934 +28%
M&T Bank
680
M&T Bank
New York
$431K -$3.03K -27 -0.6%
VWM
681
Vigilare Wealth Management
Arizona
$428K -$748K -6,671 -61%
SRC
682
Sage Rhino Capital
California
$428K -$72.1K -643 -13%
EWM
683
Empirical Wealth Management
Washington
$423K -$70.8K -631 -13%
GIM
684
Gold Investment Management
Alberta, Canada
$422K – – –
SAM
685
Silvercrest Asset Management
New York
$421K – – –
LJCM
686
Lee Johnson Capital Management
Texas
$420K -$15.6K -139 -3%
AC
687
Apella Capital
Connecticut
$419K +$496K +4,422 New
AFG
688
Atomi Financial Group
New York
$419K -$14.9K -133 -3%
SFG
689
Stonebridge Financial Group
California
$418K +$461K +4,112 New
HI
690
Horizon Investments
North Carolina
$416K +$228K +2,030 +99%
T
691
Tableaux
Massachusetts
$415K +$5.72K +51 +1%
HWM
692
HB Wealth Management
Georgia
$414K +$56.2K +501 +14%
HZ
693
Hixon Zuercher
Ohio
$407K – – –
FM
694
Family Management
New York
$405K +$45.5K +406 +11%
DPIM
695
Duff & Phelps Investment Management
Illinois
$404K -$84.9K -757 -16%
HCM
696
Hall Capital Management
Rhode Island
$403K – – –
EGM
697
Engineers Gate Manager
New York
$397K -$3.93M -35,036 -90%
BFA
698
Beaumont Financial Advisors
Massachusetts
$393K – – –
PP
699
Prudential plc
United Kingdom
$393K -$4.13M -36,793 -91%
OAM
700
Oppenheimer Asset Management
New York
$388K -$1.46K -13 -0.3%