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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
526
Thrive Wealth Management
Pennsylvania
$542K +$208K +3,522 +75%
PPW
527
Parcion Private Wealth
Washington
$541K +$27.3K +464 +6%
PP
528
Prudential plc
United Kingdom
$539K -$1.27M -21,558 -72%
HSA
529
HBK Sorce Advisory
Pennsylvania
$535K -$1.18K -20 -0.2%
CNBT
530
Canandaigua National Bank & Trust
New York
$535K – – –
BOS
531
Bank of Stockton
California
$526K +$17.7K +300 +4%
HI
532
Hudock Inc
Pennsylvania
$522K +$589 +10 +0.1%
BO
533
Bank OZK
Arkansas
$522K – – –
MW
534
Marcum Wealth
Ohio
$521K +$236 +4 +0.1%
CWA
535
Centennial Wealth Advisory
Michigan
$520K -$3.18K -54 -0.7%
JAM
536
Jupiter Asset Management
United Kingdom
$515K -$2.12M -35,984 -82%
TCM
537
Teza Capital Management
Illinois
$514K -$3.9M -66,234 -89%
TT
538
TI-Trust
Illinois
$513K – – –
IC
539
IEQ Capital
California
$506K -$197K -3,340 -30%
Capstone Investment Advisors
540
Capstone Investment Advisors
New York
$506K -$1.12M -18,940 -71%
CL
541
Choreo LLC
Illinois
$506K +$86K +1,460 +24%
MYAM
542
Meiji Yasuda Asset Management
Japan
$497K -$54.2K -920 -11%
CWS
543
Cypress Wealth Services
California
$495K +$7.54K +128 +2%
SWMP
544
Signature Wealth Management Partners
New Jersey
$495K – – –
ACA
545
Aptus Capital Advisors
Alabama
$491K +$13.7K +232 +3%
CIA
546
Cohen Investment Advisors
New Hampshire
$486K -$67.4K -1,144 -13%
Wellington Management Group
547
Wellington Management Group
Massachusetts
$478K -$1.63M -27,736 -79%
SFS
548
Stiles Financial Services
Minnesota
$468K -$4.83K -82 -1%
SMC
549
Smith, Moore & Co
Missouri
$467K -$11.8K -200 -3%
IAIM
550
International Assets Investment Management
Florida
$467K +$84.7K +1,438 +25%