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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Minot Wealth Management
Massachusetts
$576K -$180K -1,095 -23%
WS
502
Wedbush Securities
California
$572K +$35.3K +215 +6%
CHP
503
Cable Hill Partners
Oregon
$568K +$19.4K +118 +3%
CIC
504
Cornercap Investment Counsel
Georgia
$560K -$26.4K -161 -4%
VT
505
Vise Technologies
New York
$559K -$816K -4,977 -58%
LNWWM
506
Laird Norton Wetherby Wealth Management
California
$558K -$13.6K -83 -2%
AWS
507
Atria Wealth Solutions
New York
$558K +$584K +3,557 New
BPA
508
Beacon Pointe Advisors
California
$555K +$580K +3,536 New
NSAM
509
North Star Asset Management
Wisconsin
$554K – – –
BBVA
510
Banco Bilbao Vizcaya Argentaria
Spain
$552K -$1.76M -10,755 -76%
CFD
511
Creative Financial Designs
Indiana
$550K -$1.8K -11 -0.3%
MCM
512
MAI Capital Management
Ohio
$549K +$13.5K +82 +2%
HWM
513
HB Wealth Management
Georgia
$542K +$567K +3,457 New
CDH
514
Charles D. Hyman
$538K – – –
TCOT
515
Trust Company of Toledo
Ohio
$537K -$656 -4 -0.1%
JCIA
516
Jackson Creek Investment Advisors
Colorado
$527K -$20.5K -125 -4%
APA
517
American Portfolios Advisors
New York
$519K -$156K -953 -22%
DC
518
Davenport & Co
Virginia
$512K +$172K +1,047 +47%
O
519
Ossiam
France
$510K -$227K -1,382 -30%
BAMF
520
BI Asset Management Fondsmaeglerselskab
Denmark
$509K +$532K +3,242 New
Luther King Capital Management (LKCM)
521
Luther King Capital Management (LKCM)
Texas
$506K -$1.58M -9,645 -75%
MJP
522
Michael J. Puzo
$502K -$49.2K -300 -9%
DY
523
Dowling & Yahnke
California
$499K – – –
MLL
524
Moody Lynn & Lieberson
Massachusetts
$495K +$8.86K +54 +2%
BFO
525
Boston Family Office
Massachusetts
$493K – – –