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Name Holding Trade Value Shares
Change
Change in
Stake
WI
626
Wahed Invest
New York
$244K +$21.5K +162 +10%
GG
627
Gofen & Glossberg
Illinois
$244K – – –
HH
628
Hilltop Holdings
Texas
$243K +$239K +1,798 New
VF
629
Virtu Financial
New York
$241K +$237K +1,782 New
LWP
630
Lumature Wealth Partners
Georgia
$240K -$16.3K -123 -6%
CAM
631
Cubic Asset Management
Massachusetts
$236K – – –
CC
632
Cornerstone Capital
California
$234K – – –
CBTWT
633
Community Bank & Trust (Waco, Texas)
Texas
$234K – – –
WT
634
Washington Trust
Rhode Island
$233K -$930 -7 -0.4%
CI
635
Cigna Investments
Connecticut
$233K -$5.05K -38 -2%
KFS
636
Kurt F. Somerville
$230K +$226K +1,700 New
HCM
637
Howland Capital Management
Massachusetts
$229K +$224K +1,688 New
PCM
638
Parsons Capital Management
Rhode Island
$228K -$19.9K -150 -8%
MCM
639
Manchester Capital Management
Vermont
$228K +$2.39K +18 +1%
AAS
640
Avantax Advisory Services
Texas
$226K +$222K +1,672 New
MC
641
Moors & Cabot
Massachusetts
$225K +$221K +1,663 New
9WM
642
9258 Wealth Management
Ohio
$224K +$220K +1,657 New
CI Investments Inc
643
CI Investments Inc
Ontario, Canada
$223K +$23.4K +176 +12%
PP
644
Paloma Partners
Connecticut
$220K +$216K +1,624 New
WPC
645
Wedmont Private Capital
Pennsylvania
$220K +$209K +1,575 New
SIM
646
SSI Investment Management
California
$218K +$214K +1,612 New
MHIC
647
Marble Harbor Investment Counsel
Massachusetts
$217K +$213K +1,600 New
CAAS
648
Capital Asset Advisory Services
Michigan
$216K -$37.9K -285 -15%
VVP
649
Venture Visionary Partners
Ohio
$215K +$211K +1,591 New
OFG
650
Oxford Financial Group
Indiana
$213K +$209K +1,573 New