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Name Holding Trade Value Shares
Change
Change in
Stake
HBWM
751
Hollow Brook Wealth Management
New York
$240K +$255K +11,240 New
BI
752
Bradyco Inc
Massachusetts
$240K +$255K +11,227 New
Marshall Wace
753
Marshall Wace
United Kingdom
$239K -$36.9M -1,628,800 -99%
CIAS
754
CFS Investment Advisory Services
New Jersey
$239K +$10.2K +451 +4%
RWP
755
Revolve Wealth Partners
New Jersey
$239K -$8.53K -376 -3%
PWM
756
Pines Wealth Management
North Carolina
$237K +$258K +11,379 New
MFG
757
Merit Financial Group
Georgia
$237K +$252K +11,094 New
IGAM
758
iA Global Asset Management
Quebec, Canada
$236K – – –
PFPT
759
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K -$3.38K -149 -1%
SFS
760
Sowell Financial Services
Arkansas
$234K +$248K +10,943 New
CPIA
761
Cornell Pochily Investment Advisors
New York
$233K +$36.6K +1,615 +17%
TPWA
762
TRUE Private Wealth Advisors
Oregon
$232K +$113 +5 +0%
IA
763
IFG Advisory
Georgia
$231K +$245K +10,813 New
TL
764
Tradewinds LLC
North Carolina
$230K -$9.5K -419 -4%
VWM
765
Venturi Wealth Management
Texas
$229K +$107K +4,713 +78%
CFG
766
Citizens Financial Group
Rhode Island
$229K +$243K +10,723 New
KMWM
767
Keudell/Morrison Wealth Management
Oregon
$229K -$24.5K -1,081 -9%
SCM
768
Shelton Capital Management
Colorado
$228K +$113 +5 +0%
MWM
769
Modern Wealth Management
Kansas
$228K -$3.17K -140 -1%
TPW
770
Transatlantique Private Wealth
New York
$228K +$13.2K +580 +6%
MG
771
Mather Group
Illinois
$227K +$85.5K +3,770 +55%
RSWA
772
Robinson Smith Wealth Advisors
Maine
$225K -$10.2K -449 -4%
GL
773
Graypoint LLC
New York
$223K +$8.21K +362 +4%
NSEDCP
774
NJ State Employees Deferred Compensation Plan
New Jersey
$223K – – –
ACM
775
Allred Capital Management
Texas
$222K +$9.48K +418 +4%