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Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
401
Clear Creek Financial Management
Washington
$357K
Point72 Asset Management
402
Point72 Asset Management
Connecticut
$354K -$7.53M -137,450 -95%
IAA
403
Ironsides Asset Advisors
North Carolina
$354K -$65.2K -1,190 -15%
EH
404
Equitable Holdings
New York
$350K +$46.8K +855 +14%
MIM
405
Meixler Investment Management
Arizona
$350K +$55.5K +1,013 +17%
GT
406
Glenmede Trust
Pennsylvania
$345K -$12.1K -221 -3%
SW
407
SVB Wealth
Massachusetts
$345K +$65.7K +1,200 +22%
MWM
408
Meridian Wealth Management
Kentucky
$344K +$370K +6,751 New
OC
409
Oppenheimer & Co
New York
$333K -$1.97K -36 -0.5%
BLC
410
Brown, Lisle/Cummings
Rhode Island
$332K +$24.1K +441 +7%
Cerity Partners
411
Cerity Partners
New York
$324K -$666K -12,166 -66%
PAG
412
Private Advisor Group
New Jersey
$319K -$150K -2,743 -30%
IWM
413
IHT Wealth Management
Illinois
$316K +$341K +6,226 New
AAS
414
Ameritas Advisory Services
Nebraska
$312K +$8.54K +156 +3%
LIP
415
Lighthouse Investment Partners
Florida
$308K +$332K +6,055 New
ATC
416
Argent Trust Co
Tennessee
$307K
RL
417
Ruffer LLP
United Kingdom
$307K -$11.6K -212 -3%
MIS
418
Morningstar Investment Services
Illinois
$304K +$320K +5,850 New
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$302K +$18.5K +338 +6%
SIM
420
Seaview Investment Managers
Florida
$300K
CCC
421
Chelsea Counsel Company
California
$296K -$292K -5,335 -48%
HCM
422
Howland Capital Management
Massachusetts
$294K +$313K +5,720 New
BG
423
Bahl & Gaynor
Ohio
$294K -$18.3K -334 -5%
CIBC Private Wealth Group
424
CIBC Private Wealth Group
Georgia
$293K -$27.2K -497 -8%
RA
425
Ruggaard & Associates
Ohio
$292K -$24K -438 -7%