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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
776
One Wealth Advisors
California
$620K -$45.7K -894 -7%
DAM
777
Diamant Asset Management
Connecticut
$620K -$14.8K -290 -3%
GT
778
Glenview Trust
Kentucky
$620K -$9.14K -179 -2%
WDC
779
Woodward Diversified Capital
California
$620K -$4.65K -91 -0.8%
BFPW
780
BOK Financial Private Wealth
Colorado
$618K +$15.2K +297 +3%
CIC
781
Carnegie Investment Counsel
Ohio
$617K -$60.6K -1,187 -10%
TG
782
TCW Group
California
$611K +$566K +11,069 New
IA
783
IFP Advisors
Florida
$611K -$212K -4,150 -27%
DMKJ
784
David M. Knott Jr
$611K
BBI
785
Baxter Bros Inc
Connecticut
$607K -$4.34K -85 -0.8%
MFG
786
Merit Financial Group
Georgia
$605K +$149K +2,913 +36%
FUBT
787
First United Bank & Trust
Maryland
$605K +$51.9K +1,016 +10%
FTIS
788
First Trust Investment Solutions
Florida
$603K +$562K +10,994 New
FI
789
FJ Investments
Utah
$602K +$561K +10,975 New
QI
790
Qtron Investments
Massachusetts
$599K
CT
791
ClearAlpha Technologies
Connecticut
$599K +$558K +10,915 New
Verition Fund Management
792
Verition Fund Management
Connecticut
$596K -$4.08M -79,785 -88%
CIA
793
Capital Investment Advisors
Georgia
$595K -$14.5K -283 -3%
PWP
794
Precedent Wealth Partners
Texas
$593K +$552K +10,809 New
FNBT
795
FineMark National Bank & Trust
Florida
$589K -$1.94K -38 -0.4%
SFI
796
Siemens Fonds Invest
Germany
$588K +$107K +2,085 +24%
CFGS
797
Concourse Financial Group Securities
Alabama
$588K +$30.3K +594 +6%
NLP
798
Next Level Private
New York
$584K +$10.3K +202 +2%
CPIG
799
Chicago Partners Investment Group
Illinois
$581K -$18.4K -360 -3%
AAS
800
Ameritas Advisory Services
Nebraska
$577K -$121K -2,362 -18%