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Name Holding Trade Value Shares
Change
Change in
Stake
LK
1151
Lumbard & Kellner
New Hampshire
$444K
T
1152
TOBAM
France
$444K -$40.3K -161 -10%
WSCM
1153
Wellington Shields Capital Management
New York
$442K
1WA
1154
180 Wealth Advisors
Washington
$441K +$15K +60 +4%
LC
1155
Lindbrook Capital
California
$438K -$159K -636 -30%
TWM
1156
Tradition Wealth Management
Minnesota
$437K -$9.76K -39 -3%
FLI
1157
Family Legacy Inc
South Carolina
$437K +$18.8K +75 +5%
FA
1158
Fortis Advisors
Pennsylvania
$437K +$1.75K +7 +0.5%
AG
1159
AlTi Global
New York
$436K +$103K +413 +38%
VI
1160
Versor Investments
New York
$435K -$225K -898 -37%
SWM
1161
Spire Wealth Management
Virginia
$431K -$4.5K -18 -1%
PTC
1162
Petrus Trust Company
Texas
$427K -$110K -438 -23%
RWM
1163
Ritholtz Wealth Management
New York
$425K -$183K -730 -33%
PT
1164
Plimoth Trust
Massachusetts
$424K -$17.5K -70 -5%
IFG
1165
Independent Financial Group
California
$424K -$53.5K -214 -13%
ITIM
1166
Indiana Trust & Investment Management
Indiana
$423K -$7.5K -30 -2%
GL
1167
Graypoint LLC
New York
$421K +$751 +3 +0.2%
CFS
1168
CRA Financial Services
New Jersey
$420K -$32.5K -130 -8%
MAWA
1169
Moss Adams Wealth Advisors
Washington
$419K +$40.8K +163 +13%
Grantham, Mayo, Van Otterloo & Co (GMO)
1170
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$419K -$24.8K -99 -6%
VIP
1171
Vista Investment Partners
Oklahoma
$418K +$361K +1,442 New
PL
1172
Plancorp LLC
Missouri
$416K +$10.8K +43 +3%
MIM
1173
MTM Investment Management
South Carolina
$416K
BPFA
1174
Barnes Pettey Financial Advisors
Mississippi
$415K
CPIG
1175
Chicago Partners Investment Group
Illinois
$415K +$20.5K +82 +6%