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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
526
Global Retirement Partners
California
$312K +$74.5K +3,999 +36%
NL
527
NWAM LLC
Washington
$309K -$130 -7 -0%
1C
528
111 Capital
France
$309K -$54.5K -2,929 -16%
SDIC
529
South Dakota Investment Council
South Dakota
$308K – – –
SC
530
Savant Capital
Illinois
$308K +$614 +33 +0.2%
FCMC
531
Founders Capital Management (Connecticut)
Connecticut
$307K – – –
OC
532
Oppenheimer & Co
New York
$306K -$19.7K -1,060 -7%
TG
533
TCW Group
California
$306K +$276K +14,815 New
BTI
534
Blue Trust Inc
Georgia
$305K -$108K -5,785 -28%
KF
535
Krilogy Financial
Missouri
$304K +$266K +14,261 New
SAI
536
Systematic Alpha Investments
New Jersey
$301K – – –
KWMG
537
King Wealth Management Group
Florida
$296K +$18.7K +1,003 +8%
CWM
538
Cornerstone Wealth Management
Missouri
$295K +$74 +4 +0%
GS
539
GTS Securities
Florida
$294K +$265K +14,253 New
AI
540
Atria Investments
North Carolina
$294K +$70.2K +3,768 +36%
FLPIM
541
F.L. Putnam Investment Management
Massachusetts
$293K +$48.5K +2,605 +22%
Lazard Asset Management
542
Lazard Asset Management
New York
$290K +$1.08K +58 +0.4%
CAM
543
Cresset Asset Management
Illinois
$289K +$17.9K +964 +7%
CPIG
544
Chicago Partners Investment Group
Illinois
$287K +$253K +13,611 New
PRTG
545
Post Resch Tallon Group
New York
$287K – – –
EWA
546
EP Wealth Advisors
California
$285K +$257K +13,820 New
WSFS
547
Wilmington Savings Fund Society
Delaware
$285K -$3.04K -163 -1%
GSEP
548
Golden State Equity Partners
California
$283K +$223 +12 +0.1%
WE
549
Wealth Effects
Massachusetts
$283K -$20.5K -1,100 -7%
WA
550
Waverly Advisors
Alabama
$282K +$255K +13,684 New