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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
576
Byrne Asset Management
New Jersey
$768K +$833K +2,491 New
SRA
577
Secured Retirement Advisors
Minnesota
$768K +$859K +2,570 New
DL
578
DOHJ LLC
Washington
$765K +$167K +499 +24%
PGIM
579
Pacific Global Investment Management
California
$763K -$9.36K -28 -1%
PCM
580
Penserra Capital Management
California
$761K +$200K +597 +31%
JPWM
581
Jamison Private Wealth Management
Georgia
$752K +$61.9K +185 +8%
SP
582
Symmetry Partners
Connecticut
$739K +$107K +320 +15%
APWM
583
Argonautica Private Wealth Management
Massachusetts
$738K
EWA
584
EP Wealth Advisors
California
$737K -$53.2K -159 -6%
RA
585
RiverPark Advisors
New York
$734K +$24.7K +74 +3%
HWM
586
HB Wealth Management
Georgia
$732K -$82.9K -248 -9%
DIA
587
Dana Investment Advisors
Wisconsin
$730K -$12.8M -38,274 -94%
MCC
588
Malaga Cove Capital
California
$730K +$273K +816 +50%
VSQM
589
V-Square Quantitative Management
Illinois
$727K +$69.2K +207 +9%
SFA
590
Sequoia Financial Advisors
Ohio
$723K +$56.8K +170 +8%
MCA
591
Martin Capital Advisors
Texas
$717K +$8.02K +24 +1%
GJWM
592
Gilliland Jeter Wealth Management
Arkansas
$716K +$61.9K +185 +8%
GT
593
Greenleaf Trust
Michigan
$711K
GCS
594
Gordian Capital (Singapore)
Singapore
$705K -$33.8K -101 -4%
OCBCO
595
Oversea-Chinese Banking Corp (OCBC)
Singapore
$700K +$509K +1,522 +197%
HNB
596
Hilltop National Bank
Wyoming
$696K +$18.4K +55 +2%
EWM
597
EPG Wealth Management
Georgia
$689K -$692K -2,071 Closed
EB
598
Eastern Bank
Massachusetts
$687K
FTWA
599
Fifth Third Wealth Advisors
Ohio
$686K +$768K +2,296 New
SGA
600
Strategic Global Advisors
California
$678K +$13K +39 +2%