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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
751
Concourse Financial Group Securities
Alabama
$147K +$15.2K +88 +12%
APP
752
Alpha Paradigm Partners
Illinois
$144K +$142K +822 New
SAM
753
Shell Asset Management
Netherlands
$140K +$42.5K +246 +44%
NIM
754
NuWave Investment Management
New Jersey
$140K +$76.3K +442 +123%
CWM
755
Curi Wealth Management
North Carolina
$134K +$132K +767 New
HFA
756
Hoover Financial Advisors
Pennsylvania
$132K +$121K +698 New
MA
757
MUFG Americas
New York
$129K -$25.9K -150 -17%
AA
758
Ancora Advisors
Ohio
$128K
MPWT
759
MassMutual Private Wealth & Trust
Connecticut
$127K -$1.38K -8 -1%
FWM
760
Focused Wealth Management
New York
$127K +$5.18K +30 +4%
AWA
761
Arkadios Wealth Advisors
Georgia
$125K +$95.3K +552 +339%
BHWM
762
Bay Harbor Wealth Management
Maryland
$120K
GRP
763
Global Retirement Partners
California
$119K -$9.15K -53 -7%
OC
764
Oakworth Capital
Alabama
$118K
PHK
765
Point72 Hong Kong
Hong Kong
$116K -$645K -3,737 -85%
PCG
766
Private Capital Group
Connecticut
$115K +$11.9K +69 +12%
GLLW
767
Graves Light Lenhart Wealth
Virginia
$115K +$113K +655 New
PWPS
768
Pinnacle Wealth Planning Services
Ohio
$112K +$111K +640 New
First Manhattan
769
First Manhattan
New York
$109K
AWM
770
Atticus Wealth Management
Florida
$98K +$96.4K +558 New
ST
771
Smithfield Trust
Pennsylvania
$95K +$2.25K +13 +2%
TFIPS
772
Towarzystwo Funduszy Inwestycyjnych PZU SA
$90.6K +$89.5K +518 New
WR
773
WD Rutherford
Oregon
$81K +$80.5K +466 New
PFO
774
Pathstone Family Office
New Jersey
$80K
MAM
775
Meeder Asset Management
Ohio
$80K +$12.8K +74 +19%