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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
651
Canvas Wealth Advisors
Kansas
$333K +$1.75K +9 +0.5%
CCM
652
Coldstream Capital Management
Washington
$333K -$4.27K -22 -1%
ACM
653
Advisors Capital Management
New Jersey
$330K +$7.95K +41 +3%
IFWM
654
Institute for Wealth Management
Colorado
$330K
PA
655
Profund Advisors
Maryland
$330K +$7.95K +41 +3%
CWM
656
Chesapeake Wealth Management
Virginia
$327K
MYAM
657
Meiji Yasuda Asset Management
Japan
$327K -$81.3K -419 -21%
CIA
658
Capital Investment Advisors
Georgia
$324K +$106K +547 +54%
SIG
659
Stonegate Investment Group
Alabama
$323K +$83.4K +430 +38%
WT
660
Whittier Trust
California
$323K -$6.4K -33 -2%
Axa
661
Axa
France
$321K -$3.27M -16,866 -90%
JF
662
Jump Financial
Illinois
$317K +$296K +1,527 New
WWP
663
WR Wealth Planners
Missouri
$316K +$14.9K +77 +5%
BM
664
Belfer Management
New York
$316K
PFS
665
Physicians Financial Services
North Carolina
$314K
LBC
666
Lowe Brockenbrough & Co
Virginia
$314K
NAM
667
Nexpoint Asset Management
Texas
$314K +$294K +1,513 New
TC
668
Trilogy Capital
California
$313K +$27.7K +143 +9%
APWM
669
Argonautica Private Wealth Management
Massachusetts
$306K -$22.5K -116 -7%
FFM
670
Forum Financial Management
Illinois
$306K -$2.13K -11 -0.7%
RWP
671
RWA Wealth Partners
Massachusetts
$306K +$286K +1,474 New
LT
672
Legacy Trust
Michigan
$305K +$1.94K +10 +0.7%
MAWA
673
Moss Adams Wealth Advisors
Washington
$304K +$23.1K +119 +9%
CIC
674
Chilton Investment Company
Connecticut
$303K +$284K +1,463 New
ECM
675
ExodusPoint Capital Management
New York
$303K -$4.38M -22,600 -94%