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Name Holding Trade Value Shares
Change
Change in
Stake
SPW
726
Sonoma Private Wealth
California
$320K +$297K +14,841 New
TSWM
727
Tyler-Stone Wealth Management
Ohio
$319K +$297K +14,815 New
LT
728
Lindsell Train
United Kingdom
$317K
NG
729
Northstar Group
New York
$315K +$80 +4 +0%
PFPT
730
Pinnacle Financial Partners (Tennessee)
Tennessee
$313K +$31.4K +1,570 +12%
Cohen & Steers
731
Cohen & Steers
New York
$312K +$176K +8,778 +154%
LIM
732
Longfellow Investment Management
Massachusetts
$312K +$290K +14,483 New
MSA
733
Marino Stram & Associates
Massachusetts
$311K +$49.8K +2,487 +21%
VCM
734
Vision Capital Management
Oregon
$309K -$53.4K -2,670 -16%
CCA
735
Childress Capital Advisors
Texas
$306K +$284K +14,211 New
PPC
736
Park Place Capital
Alabama
$303K +$232K +11,568 +462%
CAM
737
Chesapeake Asset Management
New York
$298K +$277K +13,850 New
HNWAG
738
High Net Worth Advisory Group
Florida
$295K -$29.5K -1,472 -10%
PA
739
Prossimo Advisors
California
$295K
KAM
740
Knightsbridge Asset Management
California
$293K -$119K -5,956 -30%
DILIC
741
Dai-ichi Life Insurance Company
Japan
$292K
MTIM
742
Marathon Trading Investment Management
Pennsylvania
$292K -$4.2M -209,926 -94%
CAMG
743
CWA Asset Management Group
Florida
$291K +$271K +13,517 New
RWP
744
Revolve Wealth Partners
New Jersey
$290K -$119K -5,967 -31%
CT
745
Chicago Trust
Illinois
$290K -$1.68K -84 -0.6%
TCM
746
Tandem Capital Management
New Jersey
$288K +$5K +250 +2%
DGAM
747
Desjardins Global Asset Management
Quebec, Canada
$283K +$263K +13,155 New
LWM
748
Laidlaw Wealth Management
New York
$282K +$9.15K +457 +4%
SW
749
SVB Wealth
Massachusetts
$282K +$262K +13,090 New
LOAMS
750
Lombard Odier Asset Management (Switzerland)
Switzerland
$281K +$261K +13,064 New