Name Holding Trade Value Shares
Change
Change in
Stake
CWA
651
CM Wealth Advisors
Ohio
$345K +$365K +1,375 New
DWM
652
Destination Wealth Management
California
$343K +$363K +1,368 New
AWM
653
Accurate Wealth Management
Florida
$343K +$31.1K +117 +9%
AC
654
AXQ Capital
New Jersey
$343K +$363K +1,366 New
AWM
655
Apollon Wealth Management
South Carolina
$340K +$38.5K +145 +12%
PA
656
Profund Advisors
Maryland
$338K +$73.6K +277 +26%
DS
657
DRW Securities
Illinois
$335K +$355K +1,337 New
CP
658
Camelot Portfolios
Ohio
$333K -$23.1K -87 -6%
MAWA
659
Moss Adams Wealth Advisors
Washington
$330K +$1.06K +4 +0.3%
HI
660
Horizon Investments
North Carolina
$330K +$9.56K +36 +3%
TG
661
TCW Group
California
$330K +$350K +1,317 New
PTC
662
Private Trust Company
Ohio
$329K -$8.5K -32 -2%
GRP
663
Global Retirement Partners
California
$326K +$152K +572 +79%
CI
664
Corient IA
Florida
$326K – – –
RAM
665
Ramirez Asset Management
New York
$325K – – –
HNB
666
Huntington National Bank
Ohio
$324K +$14.6K +55 +4%
First Manhattan
667
First Manhattan
New York
$321K +$79.7K +300 +31%
AWA
668
Aaron Wealth Advisors
Illinois
$321K +$15.9K +60 +5%
PAM
669
Panagora Asset Management
Massachusetts
$320K -$666K -2,507 -66%
William Blair Investment Management
670
William Blair Investment Management
Illinois
$320K -$28.4K -107 -8%
KFC
671
Klingenstein Fields & Co
New York
$320K – – –
HAG
672
HighPoint Advisor Group
Illinois
$320K +$531 +2 +0.2%
CIA
673
Choate Investment Advisors
Massachusetts
$319K – – –
FGI
674
Foresight Global Investors
New York
$319K – – –
CCG
675
Chatham Capital Group
Georgia
$316K – – –