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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
626
Parsons Capital Management
Rhode Island
$226K – – –
ECM
627
ETrade Capital Management
Virginia
$226K +$228K +3,972 New
RIM
628
Redwood Investment Management
Arizona
$225K +$227K +3,956 New
IAA
629
Independent Advisor Alliance
North Carolina
$221K -$324K -5,652 -59%
WAM
630
Weatherly Asset Management
California
$221K – – –
Jones Financial Companies
631
Jones Financial Companies
Missouri
$220K +$221K +3,857 New
LW
632
Linscomb Wealth
Texas
$219K – – –
TWA
633
TCI Wealth Advisors
Arizona
$219K +$21.1K +368 +11%
LWAC
634
Laurel Wealth Advisors (California)
California
$217K +$861 +15 +0.4%
JFGLC
635
Johnson Financial Group LLC (Colorado)
Colorado
$212K -$64.3K -1,121 -23%
KPCM
636
Kings Point Capital Management
New York
$212K – – –
MCM
637
Murphy Capital Management
New Jersey
$212K +$214K +3,732 New
EGA
638
E&G Advisors
Texas
$211K +$212K +3,700 New
SAM
639
Summit Asset Management
Tennessee
$211K +$212K +3,700 New
ST
640
Smithfield Trust
Pennsylvania
$207K +$4.36K +76 +2%
MGAM
641
McGowan Group Asset Management
Texas
$207K +$209K +3,640 New
CIMLRA
642
CBRE Investment Management Listed Real Assets
Pennsylvania
$205K +$206K +3,594 New
HSA
643
HBK Sorce Advisory
Pennsylvania
$205K +$206K +3,597 New
CAMG
644
CWA Asset Management Group
Florida
$204K +$205K +3,580 New
PTC
645
Private Trust Company
Ohio
$204K +$206K +3,590 New
VCA
646
Verdence Capital Advisors
Maryland
$200K +$202K +3,517 New
CEP
647
Chicago Equity Partners
Illinois
$200K +$202K +3,520 New
WB
648
Webster Bank
Connecticut
$178K – – –
DBT
649
Dubuque Bank & Trust
Iowa
$172K +$459 +8 +0.3%
Rockefeller Capital Management
650
Rockefeller Capital Management
New York
$172K +$174K +3,029 New