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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Mission Wealth Management
California
$422K -$1.75K -4 -0.4%
CANY
602
Caxton Associates (New York)
New York
$421K -$254K -582 -38%
TMAM
603
Tokio Marine Asset Management
Japan
$417K +$21.4K +49 +5%
SVWAG
604
Sound View Wealth Advisors Group
Georgia
$412K -$66K -151 -14%
ACP
605
Arcus Capital Partners
Georgia
$411K +$40.2K +92 +11%
SWM
606
Segment Wealth Management
Texas
$406K
NNP
607
Nachman Norwood & Parrott
South Carolina
$404K
AWM
608
Altium Wealth Management
New York
$401K +$56.8K +130 +17%
JGGDR
609
JGP Global Gestao de Recursos
Brazil
$400K +$874 +2 +0.2%
BA
610
Bristlecone Advisors
Washington
$398K
HIP
611
Harrell Investment Partners
Texas
$397K
SWA
612
SFMG Wealth Advisors
Texas
$397K
MWNA
613
Marshall Wace North America
New York
$396K -$25.4M -58,106 -98%
JWM
614
Jackson Wealth Management
Florida
$396K +$391K +894 New
MYLI
615
Meiji Yasuda Life Insurance
Japan
$388K -$90.9K -208 -19%
Bank Julius Baer & Co
616
Bank Julius Baer & Co
Switzerland
$388K +$383K +876 New
RSWM
617
Robertson Stephens Wealth Management
California
$383K -$5.68K -13 -1%
SCM
618
Shelton Capital Management
Colorado
$383K
PCP
619
Proficio Capital Partners
Massachusetts
$381K +$6.12K +14 +2%
HW
620
Hancock Whitney
Mississippi
$379K -$17.5K -40 -4%
PMAS
621
PNC Managed Account Solutions
Texas
$378K +$373K +854 New
1WA
622
180 Wealth Advisors
Washington
$374K
GIA
623
Gateway Investment Advisers
Ohio
$370K -$11.4K -26 -3%
LSA
624
Leonteq Securities AG
Switzerland
$368K -$750K -1,717 -67%
BC
625
Bridgefront Capital
Texas
$367K -$1.02M -2,331 -74%