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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
676
CKW Financial Group
Hawaii
$112K
ABA
677
American Beacon Advisors
Texas
$112K +$101K +6,251 New
EWM
678
Evercore Wealth Management
New York
$107K -$9.21K -569 -9%
RFS
679
Rockefeller Financial Services
New York
$93K
WAM
680
Wealthspire Advisors (Maryland)
Maryland
$92K +$5.44K +336 +7%
AIM
681
Acrospire Investment Management
Illinois
$87K +$47.7K +2,951 +154%
PHK
682
Point72 Hong Kong
Hong Kong
$86K -$383K -23,654 -83%
DSC
683
Duncker Streett & Co
Missouri
$86K
EA
684
Edge Advisors
Georgia
$85K
IWM
685
IHT Wealth Management
Illinois
$84K -$10K -618 -12%
RIM
686
Rampart Investment Management
Connecticut
$83K -$561K -34,649 -88%
SIC
687
Salem Investment Counselors
North Carolina
$83K
PO
688
Private Ocean
California
$79K
ADL
689
Asset Dedication LLC
California
$77K
IUHSA
690
Itau Unibanco Holding S.A.
Brazil
$77K +$324 +20 +0.5%
CAM
691
Close Asset Management
United Kingdom
$76K -$6.47K -400 -9%
CAW
692
Cornerstone Advisors (Washington)
Washington
$74K
TWA
693
TCI Wealth Advisors
Arizona
$72K
Barrow, Hanley, Mewhinney & Strauss
694
Barrow, Hanley, Mewhinney & Strauss
Texas
$71K +$64.3K +3,973 New
FAM
695
Fred Alger Management
New York
$67K +$11.4K +703 +23%
FCB
696
First Command Bank
Texas
$67K +$53.2K +3,286 +740%
FCFS
697
First Command Financial Services
Texas
$67K +$53.2K +3,286 +740%
SFG
698
SevenBridge Financial Group
Pennsylvania
$65K -$2.02K -125 -3%
WOC
699
West Oak Capital
California
$63.2K +$24.1K +1,487 +73%
SPIA
700
Steward Partners Investment Advisory
New York
$62K +$27.8K +1,717 +96%