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Name Holding Trade Value Shares
Change
Change in
Stake
MJP
576
Michael J. Puzo
$338K -$80.6K -575 -21%
RWM
577
Revisor Wealth Management
Ohio
$333K -$48.2K -344 -14%
OR
578
Olympiad Research
Connecticut
$332K -$64.3K -459 -18%
PCM
579
Prelude Capital Management
New York
$332K -$64.3K -459 -18%
OTL
580
Oak Thistle LLC
New York
$330K +$300K +2,143 New
MPWT
581
MassMutual Private Wealth & Trust
Connecticut
$328K -$5.32K -38 -2%
IF
582
Insight Folios
North Carolina
$324K -$5.6K -40 -2%
AIMCA
583
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$323K
TSWM
584
Triangle Securities Wealth Management
North Carolina
$321K -$1.26K -9 -0.4%
BWP
585
Barlow Wealth Partners
Kentucky
$321K +$293K +2,090 New
CPA
586
Cardiff Park Advisors
California
$319K +$981 +7 +0.3%
SCG
587
Sonata Capital Group
Washington
$316K
Focus Partners Wealth
588
Focus Partners Wealth
Massachusetts
$316K +$288K +2,056 New
FMLI
589
Fukoku Mutual Life Insurance
Japan
$316K -$36K -257 -11%
AIM
590
Avity Investment Management
Connecticut
$314K
RBC
591
Romano Brothers & Co
Illinois
$313K
CGL
592
Clarius Group LLC
Washington
$312K -$14K -100 -5%
KWA
593
Kingswood Wealth Advisors
California
$309K +$282K +2,011 New
PTC
594
Private Trust Company
Ohio
$309K
CIA
595
Concurrent Investment Advisors
Florida
$308K +$281K +2,005 New
PWP
596
Principle Wealth Partners
Connecticut
$308K
TC
597
TownSquare Capital
Utah
$307K +$280K +1,995 New
PA
598
Profund Advisors
Maryland
$306K +$54.6K +390 +24%
HCM
599
Hengehold Capital Management
Ohio
$305K
NIM
600
NEOS Investment Management
Connecticut
$305K +$68.9K +492 +33%