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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
701
Sompo Asset Management
Japan
$706K -$124K -1,490 -15%
AWM
702
Ameliora Wealth Management
Switzerland
$704K +$4.08K +49 +0.6%
MSA
703
MUFG Securities Americas
New York
$703K +$715K +8,587 New
SDAM
704
Shulman DeMeo Asset Management
New York
$700K -$65.4K -786 -8%
PWM
705
Perigon Wealth Management
California
$698K +$63.2K +759 +10%
IWC
706
Integrated Wealth Concepts
Massachusetts
$698K +$37.1K +446 +6%
CB
707
Community Bank
New York
$698K +$38.7K +465 +6%
SAM
708
Strive Asset Management
Ohio
$697K +$708K +8,509 New
WJWM
709
Williams Jones Wealth Management
New York
$691K +$20.8K +250 +3%
PA
710
Persium Advisors
Georgia
$686K +$697K +8,382 New
WSFS
711
Wilmington Savings Fund Society
Delaware
$677K -$19.5K -234 -3%
PS
712
Principal Securities
Iowa
$669K +$37.9K +456 +6%
PA
713
Profund Advisors
Maryland
$668K -$129K -1,552 -16%
QC
714
Quantessence Capital
New York
$662K +$673K +8,082 New
WB
715
WesBanco Bank
West Virginia
$660K +$7.74K +93 +1%
SIG
716
Stonegate Investment Group
Alabama
$657K +$133K +1,598 +25%
MOS
717
MGO One Seven
Ohio
$650K +$661K +7,943 New
VSQM
718
V-Square Quantitative Management
Illinois
$650K +$26.6K +320 +4%
SW
719
SVB Wealth
Massachusetts
$647K +$657K +7,897 New
MG
720
Mather Group
Illinois
$642K +$35.5K +427 +6%
BCA
721
Bay Colony Advisors
Massachusetts
$639K -$20.9K -251 -3%
TAM
722
Trust Asset Management
Texas
$637K
FMP
723
Financial Management Professionals
Texas
$636K +$65.4K +786 +11%
PCIA
724
Prime Capital Investment Advisors
Kansas
$635K -$45.4K -545 -7%
OIA
725
OneDigital Investment Advisors
Kansas
$631K -$109K -1,315 -15%