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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
801
Ascent Wealth Partners
New York
$645K -$1.54K -24 -0.2%
DAM
802
Delta Asset Management
Tennessee
$644K -$15.6K -243 -2%
ACP
803
Aviance Capital Partners
Florida
$639K -$116K -1,813 -13%
SLI
804
Sumitomo Life Insurance
Japan
$639K +$11.2K +175 +1%
IC
805
Intersect Capital
California
$638K -$159K -2,475 -17%
IFWM
806
Institute for Wealth Management
Colorado
$638K -$384 -6 -0%
IGWM
807
ICA Group Wealth Management
Colorado
$634K -$11.9K -186 -2%
MAA
808
Mraz Amerine & Associates
California
$634K -$448 -7 -0.1%
MCM
809
MAI Capital Management
Ohio
$633K +$103K +1,611 +15%
OCM
810
Orleans Capital Management
Louisiana
$628K
BMCM
811
Burns Matteson Capital Management
New York
$627K +$779K +12,158 New
JF
812
Jump Financial
Illinois
$627K -$95K -1,484 -11%
DZ Bank
813
DZ Bank
Germany
$625K -$21.7M -339,100 -97%
CFA
814
CWS Financial Advisors
Michigan
$625K -$46.3K -723 -6%
Carson Wealth (CWM LLC)
815
Carson Wealth (CWM LLC)
Nebraska
$622K -$221K -3,445 -22%
SS
816
Simplicity Solutions
Minnesota
$618K +$295K +4,600 +62%
DAM
817
Diamant Asset Management
Connecticut
$617K
JE
818
JMAC Enterprises
Pennsylvania
$615K +$352K +5,501 +86%
VCA
819
Verdence Capital Advisors
Maryland
$614K -$87.3K -1,363 -10%
DWA
820
Douglass Winthrop Advisors
New York
$607K +$50.9K +795 +7%
Lido Advisors
821
Lido Advisors
California
$605K +$74.6K +1,165 +11%
SCM
822
Stevens Capital Management
Pennsylvania
$605K +$751K +11,731 New
HW
823
Hancock Whitney
Mississippi
$603K +$5.51K +86 +0.7%
LNWWM
824
Laird Norton Wetherby Wealth Management
California
$602K +$4.87K +76 +0.7%
GI
825
GAMCO Investors
Connecticut
$602K +$747K +11,666 New