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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
651
Weiss Asset Management
Massachusetts
$861K +$875K +10,521 New
EWM
652
Empirical Wealth Management
Washington
$861K -$17.6K -212 -2%
MYIA
653
Mount Yale Investment Advisors
Colorado
$859K -$325K -3,906 -27%
JIC
654
Joel Isaacson & Co
New York
$855K +$452K +5,433 +108%
VI
655
Vestcor Inc
New Brunswick, Canada
$855K -$163K -1,963 -16%
SC
656
Syon Capital
California
$855K +$88.4K +1,062 +11%
PK
657
Pflug Koory
Nebraska
$851K -$4.16K -50 -0.5%
IFWM
658
Institute for Wealth Management
Colorado
$848K +$83 +1 +0%
PAS
659
Point72 Asia (Singapore)
Singapore
$841K +$855K +10,271 New
WLG
660
Williamson Legacy Group
Indiana
$832K +$55.7K +669 +7%
ECM
661
Evergreen Capital Management
Washington
$832K +$37.6K +452 +5%
VFM
662
Vision Financial Markets
Connecticut
$830K +$843K +10,131 New
VFA
663
Valeo Financial Advisors
Indiana
$823K +$250 +3 +0%
FIM
664
Freedom Investment Management
Connecticut
$819K +$21.4K +257 +3%
AAS
665
Ameritas Advisory Services
Nebraska
$819K -$69.9K -840 -8%
BAM
666
Brave Asset Management
New Jersey
$815K – – –
CAAS
667
Capital Asset Advisory Services
Michigan
$811K -$11.4K -137 -1%
RA
668
RFG Advisory
Alabama
$809K +$273K +3,282 +50%
MPPW
669
Mitchell & Pahl Private Wealth
Oklahoma
$809K -$46K -553 -5%
TIAA Trust, National Association
670
TIAA Trust, National Association
North Carolina
$807K +$65.6K +788 +9%
CPCPP
671
Canada Post Corporation Pension Plan
Canada
$804K +$817K +9,815 New
MP
672
Mangrove Partners
Connecticut
$802K +$815K +9,799 New
RCM
673
Raleigh Capital Management
North Carolina
$802K -$34K -408 -4%
WPC
674
Wedmont Private Capital
Pennsylvania
$800K +$54.4K +654 +7%
CWS
675
Confluence Wealth Services
Pennsylvania
$794K +$258K +3,103 +51%