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Loews
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Name Holding Trade Value Shares
Change 		Change in
Stake
P
401
&Partners
Tennessee
$350K -$22.3K -261 -6%
PAG
402
Private Advisor Group
New Jersey
$348K -$1.63K -19 -0.5%
PCM
403
Poehling Capital Management
Wisconsin
$344K -$19.3K -226 -6%
JF
404
Jump Financial
Illinois
$341K +$109K +1,270 +52%
MYAM
405
Meiji Yasuda Asset Management
Japan
$341K – – –
WANY
406
Wealthspire Advisors (New York)
New York
$340K -$8.13K -95 -3%
AWA
407
Aaron Wealth Advisors
Illinois
$332K +$3.76K +44 +1%
BFP
408
Brewster Financial Planning
New York
$331K – – –
HPC
409
HM Payson & Co
Maine
$331K – – –
MPM
410
MBB Public Markets
Illinois
$330K +$308K +3,595 New
MLL
411
Moody Lynn & Lieberson
Massachusetts
$329K +$306K +3,578 New
IWC
412
Integrated Wealth Concepts
Massachusetts
$329K +$56.3K +658 +23%
CB
413
Commerce Bank
Missouri
$328K -$7.19K -84 -2%
GAM
414
Generali Asset Management
Italy
$321K +$10.4K +121 +4%
BFA
415
Brown Financial Advisory
Alabama
$310K – – –
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$309K -$73.8K -863 -20%
FZCM
417
Flynn Zito Capital Management
New York
$304K +$15.7K +183 +6%
JWCA
418
J.W. Cole Advisors
Florida
$304K -$8.38K -98 -3%
WT
419
Whittier Trust
California
$303K +$8.55K +100 +3%
BMCM
420
Bryn Mawr Capital Management
Pennsylvania
$298K +$1.2K +14 +0.4%
QCG
421
Quadrant Capital Group
Ohio
$297K +$146K +1,702 +111%
VSQM
422
V-Square Quantitative Management
Illinois
$297K – – –
NI
423
NDVR Inc
Massachusetts
$296K -$19.6K -229 -7%
PWM
424
Perigon Wealth Management
California
$295K -$8.73K -102 -3%
MSA
425
MUFG Securities Americas
New York
$287K +$39.2K +458 +17%
15 16
17
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