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Name Holding Trade Value Shares
Change
Change in
Stake
VF
626
Virtu Financial
New York
$241K +$237K +1,782 New
LWP
627
Lumature Wealth Partners
Georgia
$240K -$16.3K -123 -6%
CAM
628
Cubic Asset Management
Massachusetts
$236K
CC
629
Cornerstone Capital
California
$234K
CBTWT
630
Community Bank & Trust (Waco, Texas)
Texas
$234K
WT
631
Washington Trust
Rhode Island
$233K -$930 -7 -0.4%
CI
632
Cigna Investments
Connecticut
$233K -$5.05K -38 -2%
KFS
633
Kurt F. Somerville
$230K +$226K +1,700 New
HCM
634
Howland Capital Management
Massachusetts
$229K +$224K +1,688 New
PCM
635
Parsons Capital Management
Rhode Island
$228K -$19.9K -150 -8%
MCM
636
Manchester Capital Management
Vermont
$228K +$2.39K +18 +1%
AAS
637
Avantax Advisory Services
Texas
$226K +$222K +1,672 New
MC
638
Moors & Cabot
Massachusetts
$225K +$221K +1,663 New
9WM
639
9258 Wealth Management
Ohio
$224K +$220K +1,657 New
CI Investments Inc
640
CI Investments Inc
Ontario, Canada
$223K +$23.4K +176 +12%
PP
641
Paloma Partners
Connecticut
$220K +$216K +1,624 New
WPC
642
Wedmont Private Capital
Pennsylvania
$220K +$209K +1,575 New
SIM
643
SSI Investment Management
California
$218K +$214K +1,612 New
MHIC
644
Marble Harbor Investment Counsel
Massachusetts
$217K +$213K +1,600 New
CAAS
645
Capital Asset Advisory Services
Michigan
$216K -$37.9K -285 -15%
VVP
646
Venture Visionary Partners
Ohio
$215K +$211K +1,591 New
OFG
647
Oxford Financial Group
Indiana
$213K +$209K +1,573 New
PA
648
Profund Advisors
Maryland
$211K +$207K +1,560 New
BBNA
649
Bremer Bank National Association
Minnesota
$210K +$207K +1,555 New
FMAEN1
650
Fund Management at Engine No 1
California
$209K +$205K +1,545 New