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Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
626
Beverly Hills Private Wealth
California
$297K -$2.24K -20 -0.8%
PFM
627
Patton Fund Management
Texas
$295K
CFG
628
Citizens Financial Group
Rhode Island
$290K -$139K -1,240 -34%
BOPW
629
Brandywine Oak Private Wealth
Pennsylvania
$284K
JF
630
Jump Financial
Illinois
$282K +$267K +2,384 New
SF
631
Seek First
California
$282K +$1.12K +10 +0.4%
TAM
632
Trust Asset Management
Texas
$281K
SFWA
633
Summit Financial Wealth Advisors
Louisiana
$277K
VFG
634
Victory Financial Group
Texas
$277K -$15K -134 -5%
RG
635
Renaissance Group
Kentucky
$276K
BWP
636
Balboa Wealth Partners
Arizona
$272K -$25.5K -228 -9%
PCS
637
Personal CFO Solutions
New Jersey
$270K -$21.2K -190 -8%
CM
638
Capula Management
Cayman Islands
$269K +$254K +2,269 New
SAI
639
Savvy Advisors Inc
New York
$268K +$253K +2,261 New
CF
640
Clarity Financial
Texas
$266K
JTWM
641
Jackson Thornton Wealth Management
Alabama
$265K +$243K +2,175 New
SW
642
SVB Wealth
Massachusetts
$263K +$249K +2,224 New
WANY
643
Wealthspire Advisors (New York)
New York
$261K -$6.82K -61 -3%
BTI
644
Blue Trust Inc
Georgia
$260K +$6.26K +56 +3%
BRWA
645
B. Riley Wealth Advisors
Florida
$260K +$32.2K +288 +15%
TSS
646
Two Sigma Securities
New York
$258K -$440K -3,932 -64%
CAM
647
Claret Asset Management
Quebec, Canada
$257K -$3.47K -31 -1%
ORG
648
Optimist Retirement Group
Washington
$257K
MHI
649
Miller Howard Investments
New York
$254K
ERSOT
650
Employees Retirement System of Texas
Texas
$251K +$45.3K +405 +24%