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Name Holding Trade Value Shares
Change
Change in
Stake
PFW
1601
Petros Family Wealth
Minnesota
$441K +$466K +1,329 New
CAM
1602
Cypress Asset Management
Texas
$440K +$130K +370 +42%
MCM
1603
McRae Capital Management
New Jersey
$436K
SB
1604
Sunflower Bank
Texas
$433K -$31.6K -90 -6%
WA
1605
Wealth Architects
California
$433K -$7.72K -22 -2%
TM
1606
TigerOak Management
New Mexico
$432K +$457K +1,301 New
Marshall Wace
1607
Marshall Wace
United Kingdom
$431K -$8.53M -24,297 -95%
MIC
1608
Meridian Investment Counsel
California
$431K
SNB
1609
Security National Bank
Nebraska
$431K
FCFC
1610
First Commonwealth Financial Corp
Pennsylvania
$431K +$66.3K +189 +17%
AA
1611
Alta Advisers
United Kingdom
$431K +$70.2K +200 +18%
OHWA
1612
Oak Hill Wealth Advisors
Virginia
$431K +$456K +1,300 New
AFS
1613
Anderson Financial Strategies
Ohio
$430K +$455K +1,296 New
VBCG
1614
Valley Brook Capital Group
Pennsylvania
$430K +$3.51K +10 +0.8%
PW
1615
PUREfi Wealth
Massachusetts
$429K +$454K +1,293 New
HT
1616
Heritage Trust
Oklahoma
$427K +$452K +1,287 New
JSAM
1617
J. Safra Asset Management
New York
$426K +$138K +392 +44%
DWM
1618
Drive Wealth Management
Utah
$426K +$8.07K +23 +2%
LAS
1619
Legacy Advisory Services
Pennsylvania
$424K
FFA
1620
Fortune Financial Advisors
Kansas
$424K
FWM
1621
Focused Wealth Management
New York
$424K
CP
1622
CenterBook Partners
Connecticut
$424K +$449K +1,278 New
WIS
1623
Wright Investors Service
Connecticut
$423K -$844K -2,405 -65%
JF
1624
Joule Financial
Kentucky
$422K -$6.32K -18 -1%
PCH
1625
PGIM Custom Harvest
New Jersey
$422K +$88.8K +253 +25%