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Name Holding Trade Value Shares
Change
Change in
Stake
AP
551
Americana Partners
Texas
$721K +$358K +722 +93%
HWM
552
Hohimer Wealth Management
Washington
$720K +$741K +1,494 New
QPBE
553
Quintet Private Bank (Europe)
Luxembourg
$717K +$126K +253 +24%
WI
554
WrapManager Inc
California
$717K +$738K +1,488 New
CCA
555
Catalyst Capital Advisors
New York
$713K -$79.4K -160 -10%
SFM
556
Signet Financial Management
New Jersey
$713K +$46.1K +93 +7%
NIM
557
NEOS Investment Management
Connecticut
$704K +$37.7K +76 +5%
BI
558
BlueSpruce Investments
Illinois
$704K +$725K +1,461 New
MWM
559
Mission Wealth Management
California
$702K +$722K +1,456 New
GS
560
GTS Securities
Florida
$701K +$722K +1,456 New
HBT
561
Heartland Bank & Trust
Illinois
$699K +$6.95K +14 +1%
VI
562
Vestcor Inc
New Brunswick, Canada
$690K
VWM
563
Venturi Wealth Management
Texas
$688K +$695K +1,400 +4,828%
CAM
564
Cypress Asset Management
Texas
$686K
EF
565
Empowered Funds
Pennsylvania
$685K -$703K -1,417 -50%
BTI
566
Blue Trust Inc
Georgia
$679K +$441K +888 +274%
FHB
567
First Hawaiian Bank
Hawaii
$673K -$806K -1,625 -54%
IFWM
568
Institute for Wealth Management
Colorado
$667K +$115K +232 +20%
MLL
569
Moody Lynn & Lieberson
Massachusetts
$659K
Kayne Anderson Rudnick Investment Management
570
Kayne Anderson Rudnick Investment Management
California
$659K
MYAM
571
Meiji Yasuda Asset Management
Japan
$657K +$133K +269 +25%
EI
572
Ellevest Inc
New York
$653K +$47.1K +95 +8%
FLPIM
573
F.L. Putnam Investment Management
Massachusetts
$650K -$2.98K -6 -0.4%
HWAM
574
Hennion & Walsh Asset Management
New Jersey
$641K -$45.2K -91 -6%
AC
575
AXQ Capital
New Jersey
$634K -$538K -1,084 -45%