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Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
751
Moneta Group Investment Advisors
Missouri
$779K -$12K -53 -1%
RMAM
752
Raab & Moskowitz Asset Management
New Jersey
$777K – – –
MWM
753
Modern Wealth Management
Kansas
$775K +$105K +463 +15%
TCMP
754
Thrive Capital Management (Pennsylvania)
Pennsylvania
$772K – – –
RDWM
755
Red Door Wealth Management
Tennessee
$769K -$24K -106 -3%
RCWM
756
Royal Capital Wealth Management
Indiana
$766K -$8.37K -37 -1%
GIM
757
Goelzer Investment Management
Indiana
$765K – – –
HAI
758
Hennessy Advisors Inc
California
$760K +$772K +3,412 New
SC
759
Sapient Capital
Indiana
$760K -$118K -522 -13%
GCM
760
Genus Capital Management
British Columbia, Canada
$757K +$770K +3,400 New
WA
761
WESPAC Advisors
California
$757K +$769K +3,398 New
OIMU
762
Osmosis Investment Management UK
United Kingdom
$753K +$94.8K +419 +14%
KWM
763
Kingsview Wealth Management
Oregon
$752K +$17K +75 +2%
CHAM
764
Clear Harbor Asset Management
Connecticut
$751K -$196K -868 -20%
LIA
765
LS Investment Advisors
Michigan
$750K +$762K +3,366 New
OWP
766
ORG Wealth Partners
Texas
$748K +$253K +1,120 +50%
BBI
767
Baxter Bros Inc
Connecticut
$747K +$16.5K +73 +2%
PAM
768
Panagora Asset Management
Massachusetts
$745K -$4.44M -19,634 -85%
PPWP
769
Premier Path Wealth Partners
New Jersey
$740K +$51.6K +228 +7%
SAI
770
Systematic Alpha Investments
New Jersey
$740K – – –
SFI
771
Siemens Fonds Invest
Germany
$737K -$1.36K -6 -0.2%
OC
772
Owlhouse Capital
New York
$735K +$747K +3,300 New
GSWM
773
Golden State Wealth Management
California
$733K +$31K +137 +4%
MCM
774
Manchester Capital Management
Vermont
$728K -$453 -2 -0.1%
WPC
775
Wedmont Private Capital
Pennsylvania
$726K +$98.5K +435 +16%