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Name Holding Trade Value Shares
Change
Change in
Stake
WFWM
651
Wechter Feldman Wealth Management
New Jersey
$340K +$314K +1,236 New
TSWM
652
Triangle Securities Wealth Management
North Carolina
$332K – – –
JCM
653
Jag Capital Management
Missouri
$331K – – –
CC
654
Cipher Capital
New York
$330K -$268K -1,056 -47%
NNP
655
Nachman Norwood & Parrott
South Carolina
$330K -$254K -1,000 -45%
WB
656
Webster Bank
Connecticut
$330K – – –
KJHP
657
K.J. Harrison & Partners
Ontario, Canada
$330K +$306K +1,203 New
Parallax Volatility Advisers
658
Parallax Volatility Advisers
California
$329K +$12.4K +49 +4%
APG
659
Abacus Planning Group
South Carolina
$327K – – –
RIM
660
Redwood Investment Management
Arizona
$326K +$39.6K +156 +15%
FineMark National Bank & Trust
661
FineMark National Bank & Trust
Florida
$324K -$9.65K -38 -3%
TCOV
662
Trust Company of Vermont
Vermont
$323K – – –
Fayez Sarofim & Co
663
Fayez Sarofim & Co
Texas
$319K – – –
SLG
664
Stanley-Laman Group
Pennsylvania
$319K +$17.8K +70 +6%
VAG
665
VisionPoint Advisory Group
Texas
$317K -$29.5K -116 -10%
Shelton Capital Management
666
Shelton Capital Management
Colorado
$316K – – –
RIM
667
Regent Investment Management
Kentucky
$313K – – –
Caprock Group
668
Caprock Group
Idaho
$312K -$9.15K -36 -3%
CAM
669
Cozad Asset Management
Illinois
$309K – – –
SCM
670
Southport Capital Management
Tennessee
$306K +$1.27K +5 +0.5%
Avidian Wealth Enterprises
671
Avidian Wealth Enterprises
Texas
$306K +$283K +1,115 New
Buckingham Strategic Wealth
672
Buckingham Strategic Wealth
Missouri
$305K -$300K -1,182 -52%
Cerity Partners
673
Cerity Partners
New York
$305K +$1.52K +6 +0.5%
Wealthspire Advisors (New York)
674
Wealthspire Advisors (New York)
New York
$304K -$836K -3,289 -75%
Carson Wealth (CWM LLC)
675
Carson Wealth (CWM LLC)
Nebraska
$304K – – –