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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
551
Presidio Capital Management
California
$242K +$230K +826 New
TWM
552
Titus Wealth Management
California
$242K +$230K +826 New
Citadel Advisors
553
Citadel Advisors
Florida
$239K -$99.9M -358,963 -100%
BTW
554
Boston Trust Walden
Massachusetts
$239K
BWP
555
BSW Wealth Partners
Colorado
$238K
AWM
556
Apollon Wealth Management
South Carolina
$235K -$8.63K -31 -4%
IIM
557
Ipswich Investment Management
Massachusetts
$235K
CFG
558
Citizens Financial Group
Rhode Island
$234K
IFWM
559
Institute for Wealth Management
Colorado
$233K
SCM
560
Shelton Capital Management
Colorado
$232K
KPWS
561
Kestra Private Wealth Services
Texas
$226K +$215K +771 New
HWIS
562
Hancock Whitney Investment Services
Louisiana
$225K +$215K +771 New
MJP
563
Michael J. Puzo
$220K +$209K +750 New
ACM
564
Allred Capital Management
Texas
$219K +$209K +750 New
GCM
565
Graham Capital Management
Connecticut
$216K +$206K +741 New
PI
566
PFS Investments
Georgia
$215K +$2.5K +9 +1%
BA
567
Ballast Advisors
Minnesota
$212K +$202K +725 New
SBL
568
Sargent Bickham Lagudis
Colorado
$208K -$90.8K -326 -31%
JF
569
JSF Financial
California
$205K +$195K +699 New
CC
570
Capital Counsel
New York
$205K +$195K +700 New
MC
571
Machina Capital
France
$205K +$195K +700 New
First Manhattan
572
First Manhattan
New York
$202K
GA
573
GraniteShares Advisors
New York
$178K +$170K +611 New
CT
574
Caldwell Trust
Florida
$177K
PA
575
Parallel Advisors
California
$173K +$21.7K +78 +15%