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Name Holding Trade Value Shares
Change
Change in
Stake
RFN
451
Redwood Financial Network
Ohio
$251K -$3.17K -127 -1%
NFG
452
Nations Financial Group
Iowa
$251K -$57.3K -2,300 -20%
NC
453
NinePointTwo Capital
California
$248K – – –
EWM
454
Evercore Wealth Management
New York
$247K – – –
WI
455
WrapManager Inc
California
$247K +$225K +9,027 New
O
456
Ossiam
France
$245K +$33.5K +1,343 +18%
RA
457
Resolute Advisors
California
$242K – – –
FFM
458
Forum Financial Management
Illinois
$242K -$1.25K -50 -0.6%
OMIC
459
Old Mission Investment Co
Michigan
$241K – – –
NCM
460
Next Capital Management
New York
$229K – – –
P
461
Pitcairn
Pennsylvania
$227K +$6.58K +264 +3%
AWM
462
Apollon Wealth Management
South Carolina
$225K -$56.5K -2,269 -22%
OCBCO
463
Oversea-Chinese Banking Corp (OCBC)
Singapore
$224K +$205K +8,206 New
BAMCO Inc
464
BAMCO Inc
New York
$224K +$204K +8,192 New
CWA
465
Clarity Wealth Advisors
California
$220K – – –
KCM
466
Kennicott Capital Management
California
$215K +$392K +15,742 +200%
KFS
467
Kurt F. Somerville
$215K +$4.36K +175 +2%
AWA
468
Arkadios Wealth Advisors
Georgia
$214K +$195K +7,841 New
FMAEN1
469
Fund Management at Engine No 1
California
$212K +$193K +7,744 New
SLG
470
Stanley-Laman Group
Pennsylvania
$207K – – –
LA
471
Legacy Advisors
Pennsylvania
$205K – – –
BFG
472
Bleakley Financial Group
New Jersey
$204K -$71.3K -2,863 -28%
SS
473
Simplicity Solutions
Minnesota
$204K -$71.5K -2,868 -28%
V
474
Veritable
Delaware
$204K -$21.3K -856 -10%
RWP
475
RWA Wealth Partners
Massachusetts
$203K +$185K +7,443 New