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Name Holding Trade Value Shares
Change
Change in
Stake
EN1L
676
Engine No 1 LLC
California
$243K +$257K +819 New
TVWM
677
Tower View Wealth Management
Wisconsin
$241K -$61.8K -197 -20%
FLPIM
678
F.L. Putnam Investment Management
Massachusetts
$241K +$34.5K +110 +16%
AAS
679
Avantax Advisory Services
Texas
$240K -$224K -713 -47%
P
680
Pitcairn
Pennsylvania
$239K -$5.65K -18 -2%
FHB
681
First Hawaiian Bank
Hawaii
$238K +$252K +802 New
WCM
682
Windham Capital Management
Massachusetts
$237K – – –
SG
683
StoneX Group
New York
$236K +$628 +2 +0.3%
CCM
684
Coldstream Capital Management
Washington
$236K +$333K +1,060 New
NP
685
NorthRock Partners
Minnesota
$234K -$77.8K -248 -24%
WCWM
686
Willow Creek Wealth Management
California
$234K – – –
SC
687
Savant Capital
Illinois
$234K +$247K +788 New
TF
688
Trek Financial
Arizona
$232K -$191K -608 -44%
SFG
689
Sovereign Financial Group
Connecticut
$230K +$243K +774 New
LIM
690
Lathrop Investment Management
Arkansas
$228K – – –
Verition Fund Management
691
Verition Fund Management
Connecticut
$227K +$240K +765 New
IWA
692
IVC Wealth Advisors
Pennsylvania
$226K – – –
PBF
693
Petix & Botte Financial
California
$226K +$238K +760 New
CC
694
Courier Capital
New York
$225K +$6.28K +20 +3%
WLIM
695
White Lighthouse Investment Management
Massachusetts
$223K – – –
JIC
696
Johnson Investment Counsel
Ohio
$223K +$314 +1 +0.1%
MFGM
697
Marshall Financial Group (Maryland)
Maryland
$222K +$235K +748 New
LFF
698
Level Four Financial
Texas
$221K +$941 +3 +0.4%
FWM
699
Focused Wealth Management
New York
$220K +$75.3K +240 +48%
OC
700
Oarsman Capital
Wisconsin
$219K – – –