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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
701
Aaron Wealth Advisors
Illinois
$400K +$177K +315 +82%
BMCM
702
Bryn Mawr Capital Management
Pennsylvania
$396K -$356K -634 -48%
FTWA
703
Fifth Third Wealth Advisors
Ohio
$396K -$22.4K -40 -5%
BHPW
704
Beverly Hills Private Wealth
California
$395K – – –
WJWM
705
Williams Jones Wealth Management
New York
$395K -$63.4K -113 -14%
RAM
706
Ramirez Asset Management
New York
$394K – – –
CP
707
Castleview Partners
Texas
$393K +$6.17K +11 +2%
CCA
708
Checchi Capital Advisers
California
$392K -$13.5K -24 -3%
CWA
709
CM Wealth Advisors
Ohio
$388K +$379K +676 New
AIP
710
Ameritas Investment Partners
Nebraska
$386K -$17.9K -32 -5%
SFS
711
Security Financial Services
Indiana
$386K -$13.5K -24 -3%
LF
712
Lansforsakringar Fondforvaltning
Sweden
$385K – – –
GAM
713
Guinness Asset Management
United Kingdom
$384K -$11.8K -21 -3%
WI
714
WrapManager Inc
California
$384K -$34.8K -62 -8%
Massachusetts Financial Services
715
Massachusetts Financial Services
Massachusetts
$382K -$51.9M -92,604 -99%
VSQM
716
V-Square Quantitative Management
Illinois
$382K +$374K +666 New
NWAG
717
Net Worth Advisory Group
Utah
$381K +$6.73K +12 +2%
PFM
718
Potomac Fund Management
Florida
$380K +$83K +148 +29%
ACA
719
Aptus Capital Advisors
Alabama
$378K -$7.85K -14 -2%
CPIG
720
Chicago Partners Investment Group
Illinois
$369K -$99.3K -177 -22%
SWP
721
Sagespring Wealth Partners
Tennessee
$368K +$18.5K +33 +5%
SPC
722
Sigma Planning Corp
Michigan
$367K -$7.85K -14 -2%
VFA
723
Valeo Financial Advisors
Indiana
$366K -$11.2K -20 -3%
SCM
724
Stevens Capital Management
Pennsylvania
$366K +$358K +638 New
CAG
725
Crestwood Advisors Group
Massachusetts
$364K -$19.1K -34 -5%