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Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
526
Lazard Asset Management
New York
$262K – – –
WSFS
527
Wilmington Savings Fund Society
Delaware
$261K -$263K -14,188 -50%
PRTG
528
Post Resch Tallon Group
New York
$260K – – –
CWA
529
CM Wealth Advisors
Ohio
$259K -$12K -650 -4%
IRC
530
Investors Research Corp
Georgia
$259K – – –
CI
531
CX Institutional
Indiana
$257K +$9.13K +493 +4%
NL
532
NWAM LLC
Washington
$257K -$46.6K -2,518 -15%
GSEP
533
Golden State Equity Partners
California
$256K +$185 +10 +0.1%
CFG
534
Citizens Financial Group
Rhode Island
$256K +$19.8K +1,072 +8%
AG
535
Ascent Group
Virginia
$254K +$252K +13,598 New
SAI
536
Savvy Advisors Inc
New York
$253K +$2.78K +150 +1%
CAM
537
Carret Asset Management
New York
$249K -$13K -700 -5%
KWMG
538
King Wealth Management Group
Florida
$249K +$56.4K +3,045 +30%
PWPS
539
Pinnacle Wealth Planning Services
Ohio
$247K +$245K +13,236 New
EB
540
Emprise Bank
Kansas
$246K – – –
PCMC
541
Paragon Capital Management (Colorado)
Colorado
$245K -$12.3K -667 -5%
TCWA
542
Turtle Creek Wealth Advisors
Texas
$245K +$243K +13,127 New
AC
543
AlphaCore Capital
California
$245K +$41.3K +2,229 +20%
SFI
544
Siemens Fonds Invest
Germany
$244K -$3.17K -171 -1%
CAM
545
Cresset Asset Management
Illinois
$244K +$56 +3 +0%
CI
546
Cherokee Insurance
Michigan
$243K – – –
PAS
547
PKS Advisory Services
New York
$240K +$2.48K +134 +1%
GLA
548
Great Lakes Advisors
Illinois
$240K +$237K +12,822 New
AFT
549
Alpha Family Trust
California
$239K – – –
CFO
550
CVA Family Office
Colorado
$239K +$3.98K +215 +2%