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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
726
Capstone Financial Advisors
Illinois
$456K +$176K +1,000 +59%
VFA
727
Valeo Financial Advisors
Indiana
$441K -$550K -3,124 -55%
AWM
728
Altium Wealth Management
New York
$437K -$18.5K -105 -4%
HBT
729
Hills Bank & Trust
Iowa
$436K -$85.9K -488 -16%
FMLI
730
Fukoku Mutual Life Insurance
Japan
$434K
CANY
731
Caxton Associates (New York)
New York
$430K -$277K -1,575 -38%
EWM
732
Evercore Wealth Management
New York
$428K -$23.6K -134 -5%
EWA
733
EP Wealth Advisors
California
$424K -$2.99K -17 -0.7%
CPA
734
Capital Planning Advisors
California
$424K -$2.11K -12 -0.5%
BMC
735
Beaton Management Company
Massachusetts
$424K
TCOT
736
Trust Company of Toledo
Ohio
$424K
CGL
737
Clarius Group LLC
Washington
$423K -$103K -588 -19%
RIM
738
Regent Investment Management
Kentucky
$421K
GRP
739
Global Retirement Partners
California
$410K -$30.3K -172 -7%
PWLP
740
Prio Wealth Limited Partnership
Massachusetts
$406K
GJIC
741
Gamble Jones Investment Counsel
California
$403K
IAA
742
Independent Advisor Alliance
North Carolina
$401K +$26.6K +151 +7%
AAM
743
Ascension Asset Management
New York
$399K +$415K +2,358 New
BCB
744
Brian C. Broderick
$398K -$45.8K -260 -10%
CIA
745
Choate Investment Advisors
Massachusetts
$390K -$45.8K -260 -10%
VVP
746
Venture Visionary Partners
Ohio
$388K +$378K +2,145 New
TI
747
Trexquant Investment
Connecticut
$387K -$1.79M -10,171 -82%
GWMIA
748
Global Wealth Management Investment Advisory
Florida
$385K +$399K +2,267 +45,340%
RIM
749
Rampart Investment Management
Connecticut
$384K -$1.73M -9,812 -81%
AWM
750
Apollon Wealth Management
South Carolina
$382K +$280K +1,589 +239%