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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
576
Next Capital Management
New York
$347K +$15.7K +295 +5%
WI
577
Wintrust Investments
Illinois
$346K +$38.4K +720 +13%
VCG
578
Vantage Consulting Group
Virginia
$344K +$86.1K +1,616 +35%
TP
579
Tranquility Partners
Tennessee
$341K +$5.59K +105 +2%
TA
580
Tectonic Advisors
Texas
$336K
Vanguard Personalized Indexing Management
581
Vanguard Personalized Indexing Management
California
$335K -$34.1K -640 -10%
TI
582
Truepoint Inc
Ohio
$334K +$53.3K +1,000 +20%
GG
583
Gofen & Glossberg
Illinois
$332K -$5.33K -100 -2%
First Manhattan
584
First Manhattan
New York
$330K
LW
585
Linscomb Wealth
Texas
$327K +$21.4K +401 +7%
PP
586
Paloma Partners
Connecticut
$326K -$242K -4,546 -44%
FNT
587
First Nebraska Trust
Nebraska
$325K
AFM
588
Abbot Financial Management
Massachusetts
$325K
OCM
589
One Capital Management
California
$322K +$308K +5,790 New
MPPW
590
Mitchell & Pahl Private Wealth
Oklahoma
$321K -$2.61K -49 -0.8%
DA
591
Duality Advisers
Florida
$321K +$307K +5,767 New
BC
592
Burney Company
Virginia
$320K -$23K -432 -7%
NSIM
593
North Star Investment Management
Illinois
$319K
TCOO
594
Trust Company of Oklahoma
Oklahoma
$317K +$44.2K +830 +17%
WF
595
Welch & Forbes
Massachusetts
$315K +$302K +5,666 New
PWAC
596
Private Wealth Advisors (California)
California
$314K -$4.53K -85 -1%
LWP
597
Lumature Wealth Partners
Georgia
$314K +$94.9K +1,782 +46%
Fisher Asset Management
598
Fisher Asset Management
Washington
$312K +$298K +5,599 New
SW
599
SteelPeak Wealth
California
$311K -$41.1K -772 -12%
WP
600
WealthSource Partners
California
$310K +$66.7K +1,253 +29%