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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
476
Thrive Wealth Management
Pennsylvania
$631K -$12.3K -56 -2%
AWM
477
Aberdeen Wealth Management
Illinois
$629K
BAMCO Inc
478
BAMCO Inc
New York
$622K -$139K -635 -18%
ST
479
Spinnaker Trust
Maine
$621K
CIA
480
Concurrent Investment Advisors
Florida
$609K +$285K +1,302 +86%
CIC
481
Carnegie Investment Counsel
Ohio
$597K
ACM
482
Advisors Capital Management
New Jersey
$596K -$4.6K -21 -0.8%
Jane Street
483
Jane Street
New York
$593K +$161K +734 +37%
SC
484
Syon Capital
California
$591K +$78K +356 +15%
OTL
485
Oak Thistle LLC
New York
$586K +$592K +2,703 New
CPIG
486
Chicago Partners Investment Group
Illinois
$584K +$358K +1,637 +142%
HCMT
487
Highland Capital Management (Tennessee)
Tennessee
$578K
GWM
488
Gibbs Wealth Management
Georgia
$577K -$86.3K -394 -13%
LA
489
LVW Advisors
New York
$570K -$29.1K -133 -5%
BFS
490
Bradley Foster & Sargent
Connecticut
$569K -$606K -2,769 -51%
DCM
491
Donaldson Capital Management
Indiana
$567K +$5.91K +27 +1%
AIM
492
Athena Investment Management
California
$566K +$13.1K +60 +2%
CI
493
CX Institutional
Indiana
$565K -$543K -2,482 -49%
Vontobel Holding
494
Vontobel Holding
Switzerland
$561K +$43.6K +199 +8%
SFI
495
Siemens Fonds Invest
Germany
$559K +$175K +801 +46%
PP
496
Prudential plc
United Kingdom
$559K
IA
497
Inspire Advisors
Idaho
$548K +$553K +2,526 New
SAM
498
Strategy Asset Managers
California
$548K +$1.31K +6 +0.2%
LTM
499
Lotus Technology Management
Florida
$547K +$552K +2,521 New
AUB
500
Atlantic Union Bankshares
Virginia
$543K