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Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
501
Ashton Thomas Private Wealth
Arizona
$772K +$149K +6,400 +27%
OC
502
Oppenheimer & Co
New York
$770K +$22.6K +970 +3%
JIC
503
Johnson Investment Counsel
Ohio
$752K +$233 +10 +0%
LIM
504
Longfellow Investment Management
Massachusetts
$742K +$668K +28,640 New
GC
505
Grimes & Company
Massachusetts
$740K -$17.5K -750 -3%
D.E. Shaw & Co
506
D.E. Shaw & Co
New York
$734K -$59.9K -2,570 -8%
JWA
507
JFS Wealth Advisors
Pennsylvania
$725K – – –
BSW
508
Buckingham Strategic Wealth
Missouri
$717K +$645K +27,680 New
MSRPS
509
Maryland State Retirement & Pension System
Maryland
$716K +$584K +25,040 New
SFS
510
Sowell Financial Services
Arkansas
$715K -$598K -25,650 -48%
FC
511
FORA Capital
Florida
$715K +$644K +27,610 New
HIS
512
Harvest Investment Services
Illinois
$705K +$17.7K +760 +3%
E
513
Ergoteles
New York
$701K +$631K +27,090 New
CAM
514
Cresset Asset Management
Illinois
$685K -$121K -5,170 -16%
PWMAG
515
Pinnacle Wealth Management Advisory Group
New Jersey
$685K -$19.8K -850 -3%
MOS
516
MGO One Seven
Ohio
$679K -$65.3K -2,800 -10%
BIM
517
Bridges Investment Management
Nebraska
$672K +$126K +5,420 +26%
GT
518
Greenleaf Trust
Michigan
$661K +$28.4K +1,220 +5%
AWA
519
Alta Wealth Advisors
Massachusetts
$661K +$595K +25,540 New
BRWA
520
B. Riley Wealth Advisors
Florida
$656K -$370K -15,890 -39%
ESCM
521
Echo Street Capital Management
New York
$652K +$587K +25,180 New
UB
522
UMB Bank
Missouri
$647K +$15.8K +680 +3%
RWA
523
Ropes Wealth Advisors
Massachusetts
$643K -$153K -6,560 -21%
PWP
524
Private Wealth Partners
California
$637K – – –
QI
525
QS Investors
New York
$637K – – –