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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
551
Keudell/Morrison Wealth Management
Oregon
$499K
RA
552
RFG Advisory
Alabama
$497K -$222K -498 -31%
BTWM
553
Baker Tilly Wealth Management
Wisconsin
$494K -$896K -2,013 -65%
Lido Advisors
554
Lido Advisors
California
$488K +$78.3K +176 +19%
LCM
555
Liberty Capital Management
Michigan
$485K
DADC
556
D.A. Davidson & Co
Montana
$477K
MCM
557
Monument Capital Management
Virginia
$474K +$5.78K +13 +1%
FHB
558
First Hawaiian Bank
Hawaii
$473K +$5.78K +13 +1%
CIS
559
Custom Index Systems
New York
$467K +$14.2K +32 +3%
SWA
560
Stratos Wealth Advisors
Ohio
$465K -$211K -474 -31%
UWS
561
Unique Wealth Strategies
Illinois
$454K
Renaissance Technologies
562
Renaissance Technologies
New York
$453K -$32.2M -72,300 -99%
WCM
563
Wallace Capital Management
Texas
$449K
IAA
564
Independent Advisor Alliance
North Carolina
$448K +$32K +72 +8%
NMM
565
Naples Money Management
Florida
$441K
SC
566
Syon Capital
California
$441K +$11.1K +25 +3%
WAM
567
Wolverine Asset Management
Illinois
$441K
WAG
568
Wallace Advisory Group
California
$440K +$10.2K +23 +2%
NIM
569
NEOS Investment Management
Connecticut
$436K
JIC
570
Johnson Investment Counsel
Ohio
$430K -$15.6K -35 -4%
CP
571
Castleview Partners
Texas
$429K -$29.8K -67 -7%
CM
572
Capula Management
Cayman Islands
$428K +$139K +312 +49%
FFA
573
Farther Finance Advisors
California
$422K +$142K +320 +50%
TAM
574
Trust Asset Management
Texas
$414K
FFM
575
Forum Financial Management
Illinois
$414K