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Name Holding Trade Value Shares
Change
Change in
Stake
JBA
701
Johnson Bixby & Associates
Washington
$216K +$184K +8,784 New
WA
702
WBH Advisory
Maryland
$215K +$179K +8,538 New
Commerzbank Aktiengesellschaft
703
Commerzbank Aktiengesellschaft
Germany
$214K +$183K +8,700 New
CIP
704
Convergence Investment Partners
Florida
$213K +$182K +8,680 New
WB
705
Webster Bank
Connecticut
$212K – – –
JC
706
Jacobs & Co
California
$212K +$182K +8,659 New
HCM
707
Highlander Capital Management
New Jersey
$207K – – –
ACP
708
Ashfield Capital Partners
California
$207K +$176K +8,400 New
CSPIA
709
Cary Street Partners Investment Advisory
Virginia
$205K +$54.2K +2,581 +45%
EWM
710
EPG Wealth Management
Georgia
$205K +$175K +8,348 New
OC
711
Oakworth Capital
Alabama
$202K – – –
SBL
712
Sargent Bickham Lagudis
Colorado
$201K -$35.7K -1,703 -17%
Jupiter Asset Management
713
Jupiter Asset Management
United Kingdom
$201K +$172K +8,182 New
First Horizon Advisors
714
First Horizon Advisors
Tennessee
$194K +$63 +3 +0%
LFASL
715
Lugano Financial Advisors SA (LFA)
Switzerland
$193K – – –
APP
716
Alpha Paradigm Partners
Illinois
$190K +$162K +7,729 New
GCM
717
Gables Capital Management
Florida
$178K – – –
CAL
718
Capital Advisors Ltd
Ohio
$175K +$140K +6,653 +1,475%
TPWA
719
TRUE Private Wealth Advisors
Oregon
$173K -$6.19K -295 -4%
Bank Julius Baer & Co
720
Bank Julius Baer & Co
Switzerland
$172K -$336 -16 -0.2%
SCM
721
Silvant Capital Management
Georgia
$172K – – –
FWM
722
Focused Wealth Management
New York
$165K -$18.9K -900 -12%
AF
723
Advisornet Financial
Minnesota
$164K +$4.81K +229 +4%
CFG
724
CKW Financial Group
Hawaii
$161K -$77.7K -3,700 -36%
Carson Wealth (CWM LLC)
725
Carson Wealth (CWM LLC)
Nebraska
$161K – – –