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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
726
GDS Wealth Management
Texas
$556K +$16.8K +248 +3%
SW
727
SVB Wealth
Massachusetts
$554K +$42.7K +632 +9%
CANY
728
Caxton Associates (New York)
New York
$552K -$540K -7,994 -50%
SXL
729
Summit X LLC
Missouri
$550K +$49.7K +735 +10%
NB
730
NBT Bank
New York
$549K +$1.35K +20 +0.3%
BIC
731
Beach Investment Counsel
Pennsylvania
$548K
ACA
732
Aptus Capital Advisors
Alabama
$547K +$310K +4,580 +143%
FSG
733
Financial Strategies Group
Michigan
$546K +$36.3K +537 +7%
HR
734
Howe & Rusling
New York
$540K -$1.71M -25,249 -77%
GLA
735
Good Life Advisors
Pennsylvania
$540K +$68 +1 +0%
GAM
736
Gotham Asset Management
New York
$538K -$335K -4,958 -39%
EI
737
Ellevest Inc
New York
$536K +$70.2K +1,039 +16%
SAM
738
Seelaus Asset Management
New Jersey
$535K +$35.5K +525 +7%
Cerity Partners
739
Cerity Partners
New York
$535K +$159K +2,358 +45%
AL
740
Arnhold LLC
New York
$534K
TMAM
741
Tokio Marine Asset Management
Japan
$532K -$284K -4,205 -36%
VVP
742
Venture Visionary Partners
Ohio
$529K -$5.07K -75 -1%
Carson Wealth (CWM LLC)
743
Carson Wealth (CWM LLC)
Nebraska
$524K +$120K +1,769 +31%
BB
744
Busey Bank
Illinois
$521K -$135 -2 -0%
FPWM
745
FSB Premier Wealth Management
Iowa
$520K -$35.2K -520 -6%
UIA
746
UBP Investment Advisors
Switzerland
$520K -$15.8K -234 -3%
TAM
747
Trust Asset Management
Texas
$517K +$203 +3 +0%
CC
748
Corton Capital
Ontario, Canada
$516K +$497K +7,349 New
SVWAG
749
Sound View Wealth Advisors Group
Georgia
$514K +$203 +3 +0%
Verition Fund Management
750
Verition Fund Management
Connecticut
$510K -$106K -1,573 -18%