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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
526
GAMMA Investing
California
$353K +$22.1K +52 +7%
EF
527
Empowered Funds
Pennsylvania
$350K – – –
WAG
528
Wallace Advisory Group
California
$350K -$3.4K -8 -0.9%
RT
529
Rockland Trust
Massachusetts
$349K -$50.1K -118 -13%
PL
530
Perpetual Ltd
Australia
$347K +$98.9K +233 +45%
CWP
531
Curated Wealth Partners
California
$345K – – –
MOS
532
MGO One Seven
Ohio
$342K -$28K -66 -8%
SEC
533
Seven Eight Capital
New York
$340K +$48.4K +114 +18%
SAM
534
Strategy Asset Managers
California
$338K +$23.8K +56 +8%
LIM
535
Leavell Investment Management
Alabama
$336K – – –
LI
536
Lafayette Investments
Maryland
$335K +$27.2K +64 +10%
PWM
537
Perigon Wealth Management
California
$334K -$6.79K -16 -2%
MPM
538
MBB Public Markets
Illinois
$331K -$883K -2,080 -74%
KWM
539
Kolinsky Wealth Management
New Jersey
$329K +$425 +1 +0.1%
ACM
540
Andina Capital Management
Utah
$329K +$11K +26 +4%
BFG
541
Bleakley Financial Group
New Jersey
$328K +$8.49K +20 +3%
FIM
542
Freedom Investment Management
Connecticut
$325K +$4.67K +11 +2%
PWS
543
Precision Wealth Strategies
Missouri
$323K +$1.7K +4 +0.6%
VI
544
Vestcor Inc
New Brunswick, Canada
$323K – – –
PCM
545
Parsons Capital Management
Rhode Island
$322K -$21.2K -50 -7%
MWM
546
Meridian Wealth Management
Kentucky
$321K +$296K +698 New
AC
547
Apella Capital
Connecticut
$320K -$1.27K -3 -0.4%
BFW
548
Brady Family Wealth
Missouri
$319K -$12.7K -30 -4%
HSA
549
HBK Sorce Advisory
Pennsylvania
$315K -$21.2K -50 -7%
WJWM
550
Williams Jones Wealth Management
New York
$315K – – –
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