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Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
651
Van Hulzen Asset Management
California
$252K +$246K +1,463 New
SWM
652
SeaCrest Wealth Management
New York
$250K -$840 -5 -0.3%
SS
653
Sunbelt Securities
Texas
$250K +$5.38K +32 +2%
Cerity Partners
654
Cerity Partners
New York
$248K -$78.3K -466 -24%
MWM
655
Mission Wealth Management
California
$248K -$1.85K -11 -0.8%
WWM
656
Western Wealth Management
Colorado
$246K -$3.03K -18 -1%
BCA
657
Bay Colony Advisors
Massachusetts
$246K
LW
658
Linscomb Wealth
Texas
$246K
IP
659
Investment Partners
Ohio
$245K +$1.51K +9 +0.6%
CGL
660
Clarius Group LLC
Washington
$242K +$236K +1,405 New
NCM
661
Noesis Capital Mangement
Florida
$242K +$236K +1,405 New
AIM
662
Anchor Investment Management
South Carolina
$241K
OWA
663
One Wealth Advisors
California
$241K +$168 +1 +0.1%
MCMT
664
Moon Capital Management (Tennessee)
Tennessee
$241K +$235K +1,396 New
BEAM
665
Baker Ellis Asset Management
Washington
$239K -$67.2K -400 -22%
Jennison Associates
666
Jennison Associates
New York
$239K -$33.6K -200 -13%
CCM
667
Chilton Capital Management
Texas
$239K
WI
668
WrapManager Inc
California
$239K +$233K +1,385 New
SCM
669
SOL Capital Management
Maryland
$238K
AW
670
ACG Wealth
Georgia
$235K +$1.51K +9 +0.7%
OFS
671
OneAscent Financial Services
Alabama
$232K +$227K +1,349 New
TU
672
TDAM USA
Ontario, Canada
$231K -$420K -2,500 -65%
TCM
673
Tradewinds Capital Management
Washington
$226K
WJA
674
Williams Jones & Associates
New York
$225K +$220K +1,308 New
DHFB
675
Dixon Hubard Feinour & Brown
Virginia
$224K