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Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1151
Regatta Capital Group
California
$445K -$75K -300 -16%
LK
1152
Lumbard & Kellner
New Hampshire
$444K – – –
T
1153
TOBAM
France
$444K -$40.3K -161 -10%
WSCM
1154
Wellington Shields Capital Management
New York
$442K – – –
1WA
1155
180 Wealth Advisors
Washington
$441K +$15K +60 +4%
LC
1156
Lindbrook Capital
California
$438K -$159K -636 -30%
TWM
1157
Tradition Wealth Management
Minnesota
$437K -$9.76K -39 -3%
FLI
1158
Family Legacy Inc
South Carolina
$437K +$18.8K +75 +5%
FA
1159
Fortis Advisors
Pennsylvania
$437K +$1.75K +7 +0.5%
AG
1160
AlTi Global
New York
$436K +$103K +413 +38%
VI
1161
Versor Investments
New York
$435K -$225K -898 -37%
SWM
1162
Spire Wealth Management
Virginia
$431K -$4.5K -18 -1%
PTC
1163
Petrus Trust Company
Texas
$427K -$110K -438 -23%
RWM
1164
Ritholtz Wealth Management
New York
$425K -$183K -730 -33%
PT
1165
Plimoth Trust
Massachusetts
$424K -$17.5K -70 -5%
IFG
1166
Independent Financial Group
California
$424K -$53.5K -214 -13%
ITIM
1167
Indiana Trust & Investment Management
Indiana
$423K -$7.5K -30 -2%
GL
1168
Graypoint LLC
New York
$421K +$751 +3 +0.2%
CFS
1169
CRA Financial Services
New Jersey
$420K -$32.5K -130 -8%
MAWA
1170
Moss Adams Wealth Advisors
Washington
$419K +$40.8K +163 +13%
Grantham, Mayo, Van Otterloo & Co (GMO)
1171
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$419K -$24.8K -99 -6%
VIP
1172
Vista Investment Partners
Oklahoma
$418K +$361K +1,442 New
PL
1173
Plancorp LLC
Missouri
$416K +$10.8K +43 +3%
MIM
1174
MTM Investment Management
South Carolina
$416K – – –
BPFA
1175
Barnes Pettey Financial Advisors
Mississippi
$415K – – –