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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
651
Destination Wealth Management
California
$343K +$363K +1,368 New
AWM
652
Accurate Wealth Management
Florida
$343K +$31.1K +117 +9%
AC
653
AXQ Capital
New Jersey
$343K +$363K +1,366 New
AWM
654
Apollon Wealth Management
South Carolina
$340K +$38.5K +145 +12%
PA
655
Profund Advisors
Maryland
$338K +$73.6K +277 +26%
DS
656
DRW Securities
Illinois
$335K +$355K +1,337 New
CP
657
Camelot Portfolios
Ohio
$333K -$23.1K -87 -6%
MAWA
658
Moss Adams Wealth Advisors
Washington
$330K +$1.06K +4 +0.3%
HI
659
Horizon Investments
North Carolina
$330K +$9.56K +36 +3%
TG
660
TCW Group
California
$330K +$350K +1,317 New
PTC
661
Private Trust Company
Ohio
$329K -$8.5K -32 -2%
GRP
662
Global Retirement Partners
California
$326K +$152K +572 +79%
CI
663
Corient IA
Florida
$326K
RAM
664
Ramirez Asset Management
New York
$325K
HNB
665
Huntington National Bank
Ohio
$324K +$14.6K +55 +4%
First Manhattan
666
First Manhattan
New York
$321K +$79.7K +300 +31%
AWA
667
Aaron Wealth Advisors
Illinois
$321K +$15.9K +60 +5%
PAM
668
Panagora Asset Management
Massachusetts
$320K -$666K -2,507 -66%
William Blair Investment Management
669
William Blair Investment Management
Illinois
$320K -$28.4K -107 -8%
KFC
670
Klingenstein Fields & Co
New York
$320K
HAG
671
HighPoint Advisor Group
Illinois
$320K +$531 +2 +0.2%
CIA
672
Choate Investment Advisors
Massachusetts
$319K
FGI
673
Foresight Global Investors
New York
$319K
CCG
674
Chatham Capital Group
Georgia
$316K
WF
675
Womack Financial
Texas
$315K