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Name Holding Trade Value Shares
Change
Change in
Stake
Laird Norton Wetherby Wealth Management
776
Laird Norton Wetherby Wealth Management
California
$622K -$7.66K -150 -1%
OWA
777
One Wealth Advisors
California
$620K -$45.7K -894 -7%
DAM
778
Diamant Asset Management
Connecticut
$620K -$14.8K -290 -3%
Glenview Trust
779
Glenview Trust
Kentucky
$620K -$9.14K -179 -2%
WDC
780
Woodward Diversified Capital
California
$620K -$4.65K -91 -0.8%
BFPW
781
BOK Financial Private Wealth
Colorado
$618K +$15.2K +297 +3%
Carnegie Investment Counsel
782
Carnegie Investment Counsel
Ohio
$617K -$60.6K -1,187 -10%
TCW Group
783
TCW Group
California
$611K +$566K +11,069 New
IFP Advisors
784
IFP Advisors
Florida
$611K -$212K -4,150 -27%
DMKJ
785
David M. Knott Jr
$611K – – –
BBI
786
Baxter Bros Inc
Connecticut
$607K -$4.34K -85 -0.8%
Merit Financial Group
787
Merit Financial Group
Georgia
$605K +$149K +2,913 +36%
FUBT
788
First United Bank & Trust
Maryland
$605K +$51.9K +1,016 +10%
FTIS
789
First Trust Investment Solutions
Florida
$603K +$562K +10,994 New
FI
790
FJ Investments
Utah
$602K +$561K +10,975 New
QI
791
Qtron Investments
Massachusetts
$599K – – –
CT
792
ClearAlpha Technologies
Connecticut
$599K +$558K +10,915 New
Verition Fund Management
793
Verition Fund Management
Connecticut
$596K -$4.08M -79,785 -88%
Capital Investment Advisors
794
Capital Investment Advisors
Georgia
$595K -$14.5K -283 -3%
PWP
795
Precedent Wealth Partners
Texas
$593K +$552K +10,809 New
FineMark National Bank & Trust
796
FineMark National Bank & Trust
Florida
$589K -$1.94K -38 -0.4%
SFI
797
Siemens Fonds Invest
Germany
$588K +$107K +2,085 +24%
CFGS
798
Concourse Financial Group Securities
Alabama
$588K +$30.3K +594 +6%
NLP
799
Next Level Private
New York
$584K +$10.3K +202 +2%
Chicago Partners Investment Group
800
Chicago Partners Investment Group
Illinois
$581K -$18.4K -360 -3%