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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
426
NuWave Investment Management
New Jersey
$273K +$59.6K +4,795 +31%
GWM
427
Geneos Wealth Management
Colorado
$268K -$3.32K -267 -1%
BAM
428
Brave Asset Management
New Jersey
$265K -$151K -12,150 -38%
WP
429
WealthSource Partners
California
$263K -$249K -20,025 -50%
HNB
430
Huntington National Bank
Ohio
$261K -$8.45K -680 -3%
CS
431
Capital Square
Tennessee
$259K -$13.7K -1,100 -5%
Rockefeller Capital Management
432
Rockefeller Capital Management
New York
$258K +$20.1K +1,622 +9%
NA
433
NewEdge Advisors
Louisiana
$255K -$18.5K -1,490 -7%
SMC
434
S. Muoio & Co
New York
$252K +$234K +18,850 New
E
435
Ergoteles
New York
$248K -$138K -11,113 -37%
VI
436
Vestcor Inc
New Brunswick, Canada
$245K -$5.37K -432 -2%
MCM
437
MAI Capital Management
Ohio
$243K +$8.81K +709 +4%
ISWM
438
Independent Solutions Wealth Management
New York
$242K +$225K +18,143 New
OQS
439
Occudo Quantitative Strategies
Florida
$242K +$225K +18,100 New
Federated Hermes
440
Federated Hermes
Pennsylvania
$240K +$24.4K +1,964 +12%
SMH
441
Sanders Morris Harris
Texas
$237K -$143K -11,500 -39%
VI
442
Versor Investments
New York
$232K +$216K +17,387 New
AWA
443
Arete Wealth Advisors
Illinois
$228K -$180K -14,519 -46%
VCG
444
Vantage Consulting Group
Virginia
$225K +$17.5K +1,408 +9%
BPA
445
Beacon Pointe Advisors
California
$224K +$210K +16,893 New
SIAG
446
Safeguard Investment Advisory Group
California
$223K -$45.5K -3,665 -18%
TCM
447
Teza Capital Management
Illinois
$223K -$6.36K -512 -3%
RDWM
448
Red Door Wealth Management
Tennessee
$223K +$208K +16,730 New
AIA
449
Affinity Investment Advisors
California
$218K -$6.04K -486 -3%
WWM
450
Western Wealth Management
Colorado
$216K -$7.88K -634 -4%