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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
726
Ameritas Investment Partners
Nebraska
$753K -$31.1K -67 -4%
BW
727
Bison Wealth
Georgia
$750K -$36.6K -79 -5%
M
728
MOTCO
Texas
$748K
OFG
729
OmniStar Financial Group
North Carolina
$744K +$726K +1,567 New
Dodge & Cox
730
Dodge & Cox
California
$743K
CGL
731
Clarius Group LLC
Washington
$736K -$29.7K -64 -4%
EWM
732
Evercore Wealth Management
New York
$730K
IAIM
733
International Assets Investment Management
Florida
$725K +$254K +549 +56%
SG
734
Sienna Gestion
France
$717K +$702K +1,514 New
MWM
735
Mission Wealth Management
California
$714K -$61.2K -132 -8%
BDA
736
Borer Denton & Associates
Pennsylvania
$714K
HA
737
HHLR Advisors
Cayman Islands
$713K -$1.17M -2,528 -63%
CRWM
738
Castle Rock Wealth Management
California
$712K +$927 +2 +0.1%
PGIM
739
Pacific Global Investment Management
California
$711K -$2.78K -6 -0.4%
ATS
740
Ashton Thomas Securities
New York
$710K +$7.88K +17 +1%
QCG
741
Quadrant Capital Group
Ohio
$700K +$6.03K +13 +0.9%
FTWA
742
Fifth Third Wealth Advisors
Ohio
$698K +$26K +56 +4%
AAIS
743
ABN AMRO Investment Solutions
$696K
BAM
744
Brave Asset Management
New Jersey
$694K
DWT
745
Dorsey & Whitney Trust
South Dakota
$686K +$57.9K +125 +9%
Verition Fund Management
746
Verition Fund Management
Connecticut
$682K -$336K -724 -34%
CWM
747
Circle Wealth Management
New Jersey
$679K -$54.2K -117 -8%
MME
748
Meag Munich Ergo
Germany
$678K +$498K +1,074 +303%
DFCM
749
Dark Forest Capital Management
Puerto Rico
$675K +$234K +504 +55%
SMG
750
Smart Money Group
Texas
$674K +$47.3K +102 +7%