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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Sculati Wealth Management
Michigan
$545K -$26.3K -1,930 -5%
TPWA
652
TRUE Private Wealth Advisors
Oregon
$540K -$87.1K -6,400 -14%
OPS
653
Orion Portfolio Solutions
Nebraska
$540K -$12.1K -892 -2%
TFS
654
TrustCore Financial Services
Tennessee
$539K +$28.5K +2,097 +6%
BAM
655
Berkshire Asset Management
Pennsylvania
$539K +$103K +7,547 +25%
AGM
656
Alpine Global Management
New York
$538K +$144K +10,560 +39%
Lazard Asset Management
657
Lazard Asset Management
New York
$536K -$2.91M -214,149 -85%
SYBT
658
Stock Yards Bank & Trust
Kentucky
$536K -$8.16K -600 -2%
CI
659
Conning Inc
Connecticut
$530K -$70.2K -5,160 -12%
MGAM
660
McGowan Group Asset Management
Texas
$528K -$27.2K -2,000 -5%
HIMC
661
Heritage Investors Management Corp
Maryland
$525K
RSWM
662
Robertson Stephens Wealth Management
California
$525K +$2.91K +214 +0.6%
CIC
663
Carnegie Investment Counsel
Ohio
$518K -$16.1K -1,185 -3%
MA
664
MONECO Advisors
Connecticut
$517K -$30.7K -2,254 -6%
ALAM
665
Asahi Life Asset Management
Japan
$515K +$232K +17,060 +88%
SIM
666
Sentry Investment Management
Wisconsin
$513K -$71.9K -5,287 -13%
1WA
667
180 Wealth Advisors
Washington
$513K +$74.5K +5,480 +20%
CIA
668
Cohen Investment Advisors
New Hampshire
$512K -$1.01K -74 -0.2%
KF
669
Krilogy Financial
Missouri
$512K +$331K +24,344 +206%
TWP
670
Tempus Wealth Planning
California
$510K
AIA
671
Affinity Investment Advisors
California
$510K +$490K +35,989 New
WAAG
672
Wealth Alliance Advisory Group
Kansas
$508K +$3.67K +270 +0.8%
CAAS
673
Capital Asset Advisory Services
Michigan
$504K +$131K +9,613 +37%
BOH
674
Bank of Hawaii
Hawaii
$502K -$409K -30,042 -46%
WT
675
Whittier Trust
California
$502K -$11.7K -859 -2%