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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$247K +$34.4K +439 +16%
HIC
427
Holderness Investments Company
North Carolina
$247K
IWC
428
Integrated Wealth Concepts
Massachusetts
$246K +$32.2K +411 +15%
KeyBank National Association
429
KeyBank National Association
Ohio
$246K +$244K +3,113 New
BAM
430
Brave Asset Management
New Jersey
$245K
TNA
431
True North Advisors
Texas
$243K -$1.02K -13 -0.4%
CTC
432
Central Trust Company
Missouri
$242K -$58.8K -750 -20%
CHP
433
Cable Hill Partners
Oregon
$238K -$15.1K -193 -6%
BFG
434
Bleakley Financial Group
New Jersey
$238K +$8.86K +113 +4%
PA
435
Profund Advisors
Maryland
$238K +$236K +3,008 New
EF
436
Empowered Funds
Pennsylvania
$236K +$15.7K +200 +7%
CS
437
Cannell & Spears
New York
$229K
PMG
438
Private Management Group
California
$229K
PGIM
439
Pacific Global Investment Management
California
$225K
TCWA
440
Turtle Creek Wealth Advisors
Texas
$223K +$78 +1 +0%
WPC
441
Wedmont Private Capital
Pennsylvania
$223K +$4.86K +62 +2%
FFA
442
Farther Finance Advisors
California
$221K -$43.5K -555 -17%
QL
443
Quarry LP
New York
$215K +$189K +2,406 +771%
SCM
444
Stonehearth Capital Management
Massachusetts
$213K
RPWA
445
Regent Peak Wealth Advisors
Georgia
$213K +$211K +2,691 New
BWP
446
BSW Wealth Partners
Colorado
$212K +$211K +2,686 New
UFF
447
USA Financial Formulas
Michigan
$206K -$23.5K -300 -10%
BCWM
448
Bartlett & Co Wealth Management
Ohio
$206K -$227K -2,900 -53%
MRCM
449
M&R Capital Management
New Jersey
$206K
SF
450
Synovus Financial
Georgia
$205K +$203K +2,591 New