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Name Holding Trade Value Shares
Change
Change in
Stake
GI
401
GAMMA Investing
California
$521K +$102K +5,687 +23%
PAS
402
Park Avenue Securities
New York
$517K +$135K +7,497 +33%
LCM
403
Logan Capital Management
Pennsylvania
$514K
GFA
404
Gifford Fong Associates
California
$514K
SPIA
405
Steward Partners Investment Advisory
New York
$512K +$31.9K +1,775 +6%
BPC
406
Bryce Point Capital
New York
$508K +$531K +29,613 New
TC
407
TwinBeech Capital
New York
$506K +$530K +29,515 New
Capstone Investment Advisors
408
Capstone Investment Advisors
New York
$504K +$328K +18,292 +164%
VT
409
Vise Technologies
New York
$498K +$177K +9,864 +51%
GS
410
GTS Securities
Florida
$487K +$141K +7,881 +38%
IC
411
IEQ Capital
California
$486K -$825K -45,991 -62%
IFWM
412
Institute for Wealth Management
Colorado
$483K
DWM
413
Dakota Wealth Management
Florida
$481K +$161 +9 +0%
AC
414
Allstate Corporation
Illinois
$481K +$503K +28,057 New
ORC
415
O'Rourke & Company
Massachusetts
$478K -$48.4K -2,697 -9%
HFM
416
Hartford Financial Management
Connecticut
$478K
BJL
417
Brighton Jones LLC
Washington
$476K +$498K +27,767 New
1SB
418
1ST Source Bank
Indiana
$474K -$58.5K -3,262 -11%
SAM
419
Shell Asset Management
Netherlands
$469K -$13.1K -729 -3%
Vontobel Holding
420
Vontobel Holding
Switzerland
$463K -$121K -6,720 -20%
AWM
421
Apollon Wealth Management
South Carolina
$462K +$41.3K +2,303 +9%
OTL
422
Oak Thistle LLC
New York
$460K -$176K -9,796 -27%
FAIM
423
Financial Advocates Investment Management
Washington
$460K -$1K -56 -0.2%
SAM
424
Storebrand Asset Management
Norway
$448K +$15.5K +863 +3%
EFMC
425
Empire Financial Management Company
New York
$446K -$179K -10,000 -28%