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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$696K +$94K +569 +17%
PFGIA
577
Patriot Financial Group Insurance Agency
Massachusetts
$690K -$67.6K -409 -9%
Voloridge Investment Management
578
Voloridge Investment Management
Florida
$689K -$5.79M -35,069 -90%
OIA
579
Optimum Investment Advisors
Illinois
$682K – – –
OA
580
Oxbow Advisors
Texas
$682K +$27.1K +164 +4%
CC
581
Courier Capital
New York
$671K +$3.3K +20 +0.6%
HC
582
HNP Capital
New York
$671K +$581K +3,515 New
AAS
583
Avantax Advisory Services
Texas
$669K -$3.3K -20 -0.5%
Rockefeller Capital Management
584
Rockefeller Capital Management
New York
$667K +$517K +3,128 +434%
LWAC
585
Laurel Wealth Advisors (California)
California
$665K +$2.31K +14 +0.4%
TCPWM
586
Traverso Chambers Private Wealth Management
California
$664K -$1.49K -9 -0.2%
SWM
587
SeaCrest Wealth Management
New York
$661K +$54.2K +328 +9%
6M
588
6 Meridian
Kansas
$659K +$31.9K +193 +5%
KRSITF
589
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$659K +$137K +831 +28%
FNT
590
First National Trust
Pennsylvania
$656K -$18.8K -114 -3%
FIM
591
Freedom Investment Management
Connecticut
$656K +$241K +1,457 +58%
WFM
592
Wolff Financial Management
Michigan
$654K – – –
BIM
593
Bridges Investment Management
Nebraska
$646K -$463K -2,801 -43%
TWM
594
Titus Wealth Management
California
$644K +$28.9K +175 +5%
AL
595
AJO LP
Pennsylvania
$642K +$614K +3,714 New
KCM
596
Kanawha Capital Management
Virginia
$641K – – –
IA
597
IFG Advisory
Georgia
$641K +$163K +984 +36%
PTP
598
Platform Technology Partners
New York
$638K +$141K +851 +30%
MBT
599
Montecito Bank & Trust
California
$637K +$215K +1,300 +55%
ICM
600
IMS Capital Management
Oregon
$636K +$606K +3,670 New