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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
551
Woodmont Investment Counsel
Tennessee
$962K – – –
VWMG
552
Virginia Wealth Management Group
Virginia
$962K +$249K +2,000 +33%
PMEF
553
Point72 Middle East FZE
United Arab Emirates
$953K -$2.86M -23,004 -74%
GAM
554
Gotham Asset Management
New York
$945K -$254K -2,044 -21%
AWM
555
Angeles Wealth Management
California
$945K -$1.22M -9,820 -56%
VWM
556
Venturi Wealth Management
Texas
$943K -$36.8K -296 -4%
APWM
557
Atlas Private Wealth Management
New York
$940K – – –
MFGM
558
Marshall Financial Group (Maryland)
Maryland
$928K +$3.98K +32 +0.4%
SFSG
559
Sound Financial Strategies Group
Mississippi
$926K -$77.2K -620 -7%
TI
560
Truepoint Inc
Ohio
$925K +$957K +7,688 New
VFA
561
Valeo Financial Advisors
Indiana
$924K +$224K +1,796 +31%
CG
562
Caprock Group
Idaho
$923K +$41.8K +336 +5%
OP
563
ORG Partners
Indiana
$919K -$140K -1,124 -13%
QI
564
Qtron Investments
Massachusetts
$914K +$281K +2,260 +42%
GT
565
Greenleaf Trust
Michigan
$913K +$9.46K +76 +1%
PIA
566
Pinion Investment Advisors
Kansas
$913K -$996 -8 -0.1%
HH
567
Hilltop Holdings
Texas
$900K -$12.4K -100 -1%
T. Rowe Price Investment Management
568
T. Rowe Price Investment Management
Maryland
$900K +$931K +7,480 New
EWA
569
Etesian Wealth Advisors
Oregon
$890K – – –
TMAM
570
Tokio Marine Asset Management
Japan
$890K +$84.7K +680 +10%
ACI
571
Alpha Cubed Investments
California
$888K +$498 +4 +0.1%
PCIA
572
Prime Capital Investment Advisors
Kansas
$884K -$219K -1,756 -19%
ATC
573
Argent Trust Co
Tennessee
$881K -$5.48K -44 -0.6%
BSW
574
Buckingham Strategic Wealth
Missouri
$875K -$23.9K -192 -3%
AWM
575
Axxcess Wealth Management
California
$868K +$898K +7,216 New