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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
Sequent Asset Management
Texas
$544K – – –
CP
452
Covenant Partners
Tennessee
$543K – – –
PCM
453
Penserra Capital Management
California
$534K +$139K +2,255 +33%
MGIA
454
Moneta Group Investment Advisors
Missouri
$531K +$8.2K +133 +1%
PCM
455
Penn Capital Management
Pennsylvania
$530K -$5.42K -88 -1%
BTWM
456
Baker Tilly Wealth Management
Wisconsin
$529K +$104K +1,694 +23%
PP
457
Paloma Partners
Connecticut
$528K -$1.26M -20,432 -70%
CNC
458
Canandaigua National Corp
New York
$519K -$29.4K -477 -5%
HTC
459
Haverford Trust Company
Pennsylvania
$518K – – –
VF
460
Virtu Financial
New York
$517K +$212K +3,444 +65%
VI
461
Vestcor Inc
New Brunswick, Canada
$512K -$29.3K -476 -5%
BRWA
462
B. Riley Wealth Advisors
Florida
$510K +$534K +8,659 New
FDS
463
Freedom Day Solutions
Texas
$509K +$533K +8,649 New
MS
464
Maven Securities
Jersey
$507K +$530K +8,600 New
Millennium Management
465
Millennium Management
New York
$501K -$41.5M -672,762 -99%
IAIM
466
International Assets Investment Management
Florida
$501K -$843K -13,682 -62%
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$490K +$28.4K +460 +6%
LOAMS
468
Lombard Odier Asset Management (Switzerland)
Switzerland
$488K +$128K +2,073 +33%
RVM
469
Robinson Value Management
Texas
$486K – – –
AWC
470
Abundance Wealth Counselors
Pennsylvania
$483K +$506K +8,204 New
V
471
Veritable
Delaware
$481K +$16.2K +263 +3%
LMAM
472
Legg Mason Asset Management
Japan
$480K -$44.9K -728 -8%
NIM
473
NuWave Investment Management
New Jersey
$466K +$457K +7,408 +1,470%
IFWM
474
Institute for Wealth Management
Colorado
$465K -$18.5K -300 -4%
SW
475
SVB Wealth
Massachusetts
$463K – – –