Name Holding Trade Value Shares
Change
Change in
Stake
TSS
726
Two Sigma Securities
New York
$246K -$471K -3,185 -66%
TTWM
727
TCV Trust & Wealth Management
Virginia
$246K – – –
FWM
728
Frontier Wealth Management
Missouri
$246K +$444 +3 +0.2%
VAS
729
Vestmark Advisory Solutions
Massachusetts
$246K +$4.29K +29 +2%
WT
730
Whittier Trust
California
$244K – – –
Luther King Capital Management (LKCM)
731
Luther King Capital Management (LKCM)
Texas
$244K +$237K +1,600 New
MA
732
Montag & Associates
Georgia
$240K -$74K -500 -24%
AIM
733
Aigen Investment Management
New York
$238K +$231K +1,560 New
CG
734
Colony Group
Massachusetts
$237K -$13.5K -91 -6%
FNBTCON
735
First National Bank & Trust Co of Newtown
Pennsylvania
$237K -$5.18K -35 -2%
CT
736
Coastline Trust
Rhode Island
$236K – – –
CFGS
737
Concourse Financial Group Securities
Alabama
$236K +$22.2K +150 +11%
KWM
738
Kingsview Wealth Management
Oregon
$235K -$888 -6 -0.4%
NFG
739
Northeast Financial Group
Pennsylvania
$232K +$226K +1,525 New
FC
740
Financial Consulate
Maryland
$232K +$592 +4 +0.3%
BMC
741
Beaton Management Company
Massachusetts
$230K – – –
SFWC
742
Strategic Family Wealth Counselors
New Jersey
$229K +$888 +6 +0.4%
LRPA
743
L. Roy Papp & Associates
Arizona
$228K – – –
PBC
744
Pavion Blue Capital
California
$228K – – –
SWM
745
SVA Wealth Management
Wisconsin
$228K – – –
MCM
746
McRae Capital Management
New Jersey
$228K +$222K +1,500 New
STC
747
Sarah T. Connolly
$228K +$222K +1,500 New
CFA
748
Carroll Financial Associates
North Carolina
$226K – – –
EF
749
Empirical Finance
Pennsylvania
$226K +$219K +1,483 New
QP
750
Quilter Plc
United Kingdom
$225K +$1.48K +10 +0.7%