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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
776
MGB Wealth Management
Texas
$261K
CIM
777
CIM Investment Management
Pennsylvania
$260K
EAMA
778
EFG Asset Management (Americas)
Florida
$256K -$114K -490 -33%
SL
779
Sentinus LLC
Illinois
$256K +$236K +1,011 New
CP
780
Capital Planning
Washington
$253K +$233K +1,000 New
HSA
781
HBK Sorce Advisory
Pennsylvania
$250K +$22.6K +97 +11%
HFS
782
Hantz Financial Services
Michigan
$250K -$73.5K -315 -24%
LGA
783
Lebenthal Global Advisors
New York
$249K +$18.7K +80 +9%
PCM
784
Prelude Capital Management
New York
$249K +$230K +986 New
AFAS
785
Acorn Financial Advisory Services
Virginia
$246K -$3.27K -14 -1%
RWM
786
Raffa Wealth Management
District of Columbia
$244K +$221K +947 +5,571%
CGL
787
Clarius Group LLC
Washington
$244K -$47.6K -204 -17%
SIM
788
Sentry Investment Management
Wisconsin
$243K
BJL
789
Brighton Jones LLC
Washington
$240K +$18.7K +80 +9%
TPCW
790
TD Private Client Wealth
New York
$239K +$25.9K +111 +13%
AWA
791
Arkadios Wealth Advisors
Georgia
$239K -$16.8K -72 -7%
CAM
792
Congress Asset Management
Massachusetts
$239K -$78.2K -335 -26%
PA
793
Pinnacle Associates
New York
$238K +$4.9K +21 +2%
PPWP
794
Premier Path Wealth Partners
New Jersey
$238K +$1.87K +8 +0.9%
TFIPS
795
Towarzystwo Funduszy Inwestycyjnych PZU SA
$238K
T. Rowe Price Investment Management
796
T. Rowe Price Investment Management
Maryland
$237K +$61.9K +265 +40%
GLA
797
Good Life Advisors
Pennsylvania
$236K +$6.54K +28 +3%
AF
798
Alerus Financial
North Dakota
$235K -$70K -300 -24%
FPWM
799
FSB Premier Wealth Management
Iowa
$231K +$213K +914 New
MFGP
800
Marshall Financial Group (Pennsylvania)
Pennsylvania
$231K +$213K +914 New