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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
776
Checchi Capital Advisers
California
$520K +$14.1K +76 +3%
WTC
777
WhitTier Trust Company
Nevada
$518K – – –
TCM
778
Teza Capital Management
Illinois
$515K -$364K -1,957 -43%
JCM
779
Jacobi Capital Management
Pennsylvania
$513K +$33.3K +179 +7%
IA
780
IFG Advisory
Georgia
$512K -$14.9K -80 -3%
YWP
781
YorkBridge Wealth Partners
New York
$510K -$51.9K -279 -10%
EFS
782
Essex Financial Services
Connecticut
$510K – – –
FNT
783
First National Trust
Pennsylvania
$507K -$64.3K -346 -12%
PA
784
Pinnacle Associates
New York
$506K +$1.49K +8 +0.3%
MFW
785
Meristem Family Wealth
Minnesota
$504K +$169K +910 +55%
WP
786
Wedgewood Partners
Missouri
$493K – – –
VCM
787
Virtue Capital Management
Tennessee
$492K +$464K +2,493 New
MWM
788
Mission Wealth Management
California
$490K +$2.04K +11 +0.4%
WP
789
WealthShield Partners
North Carolina
$489K +$185K +994 +67%
TA
790
Tiedemann Advisors
New York
$486K -$1.77M -9,508 -79%
AIC
791
Argus Investors Counsel
New York
$477K -$6.69K -36 -1%
PCM
792
Parsons Capital Management
Rhode Island
$472K – – –
NFG
793
Next Financial Group
Texas
$469K +$35.5K +191 +9%
CF
794
Copperwynd Financial
Arizona
$466K +$12.5K +67 +3%
SCM
795
Shelton Capital Management
Colorado
$461K +$358K +1,924 +466%
CCP
796
Corient Capital Partners
California
$460K -$14.9K -80 -3%
EDRH
797
Edmond de Rothschild Holding
Switzerland
$454K – – –
D.E. Shaw & Co
798
D.E. Shaw & Co
New York
$449K -$149K -800 -26%
HH
799
Hilltop Holdings
Texas
$444K +$5.58K +30 +1%
VWM
800
Valley Wealth Managers
New Jersey
$441K -$506K -2,719 -55%