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Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
251
Jamison Private Wealth Management
Georgia
$920 – – –
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$833 – – –
EWA
253
EverSource Wealth Advisors
Alabama
$747 -$253 -7 -21%
CTWM
254
Cherry Tree Wealth Management
Minnesota
$661 – – –
PS
255
Principal Securities
Iowa
$661 – – –
CTC
256
Central Trust Company
Missouri
$604 – – –
MCM
257
MV Capital Management
Maryland
$604 +$650 +18 +600%
BCM
258
Blume Capital Management
California
$575 – – –
S
259
Sachetta
Massachusetts
$546 -$938 -26 -58%
SPIA
260
Steward Partners Investment Advisory
New York
$517 +$650 +18 New
RWM
261
Raffa Wealth Management
District of Columbia
$488 – – –
BIA
262
Bell Investment Advisors
California
$431 -$325 -9 -38%
CFO
263
CVA Family Office
Colorado
$431 +$144 +4 +36%
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$431 +$541 +15 New
HCP
265
Hexagon Capital Partners
Arkansas
$373 +$469 +13 New
CWC
266
Carolinas Wealth Consulting
North Carolina
$336 +$433 +12 New
MA
267
Montag & Associates
Georgia
$332 -$217 -6 -33%
NA
268
NewEdge Advisors
Louisiana
$316 – – –
VCM
269
Versant Capital Management
Arizona
$144 – – –
MCM
270
Manchester Capital Management
Vermont
$87 – – –
WA
271
Wasatch Advisors
Utah
– -$166M -3,767,524 Closed
Viking Global Investors
272
Viking Global Investors
Connecticut
– -$76.5M -1,734,414 Closed
SIMG
273
Stephens Investment Management Group
Texas
– -$39.4M -893,766 Closed
EAM
274
Eventide Asset Management
Massachusetts
– -$25.6M -579,618 Closed
American Century Companies
275
American Century Companies
Missouri
– -$22.5M -510,727 Closed