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Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
451
U.S. Capital Wealth Advisors
Texas
$258K -$94K -1,613 -27%
RCM
452
Radnor Capital Management
Pennsylvania
$257K
WJWM
453
Williams Jones Wealth Management
New York
$252K
UPS
454
UHLMANN PRICE SECURITIES
Illinois
$250K -$2.21K -38 -0.9%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$243K +$9.38K +161 +4%
ZIM
456
Zacks Investment Management
Illinois
$243K +$241K +4,133 New
WFI
457
West Family Investments
California
$242K
SPIA
458
Steward Partners Investment Advisory
New York
$242K -$12.8K -220 -5%
OC
459
Oppenheimer & Co
New York
$241K -$173K -2,973 -42%
PAG
460
Private Advisor Group
New Jersey
$240K +$1.57K +27 +0.7%
CIBC Private Wealth Group
461
CIBC Private Wealth Group
Georgia
$240K -$18.7K -320 -7%
FFM
462
Forum Financial Management
Illinois
$237K
MOS
463
MGO One Seven
Ohio
$236K +$6.94K +119 +3%
RFO
464
RiverGlades Family Offices
Florida
$235K
FCG
465
Fielder Capital Group
Tennessee
$235K
ZIG
466
Zuckerman Investment Group
Illinois
$231K
BHPW
467
Beverly Hills Private Wealth
California
$231K +$229K +3,937 New
SWM
468
Seed Wealth Management
Illinois
$230K -$11.7K -200 -5%
VHAM
469
Van Hulzen Asset Management
California
$226K
JSL
470
JT Stratford LLC
Georgia
$225K -$3.5K -60 -2%
DC
471
Davenport & Co
Virginia
$223K -$92.6K -1,589 -29%
GAM
472
Gould Asset Management
California
$221K +$9.32K +160 +4%
FPAS
473
Focus Partners Advisor Solutions
Missouri
$220K +$5.13K +88 +2%
HWM
474
HB Wealth Management
Georgia
$217K +$216K +3,699 New
FPL
475
Fortress Private Ledger
North Carolina
$217K +$216K +3,698 New