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Name Holding Trade Value Shares
Change
Change in
Stake
CSPAM
1126
Cary Street Partners Asset Management
Virginia
$639K +$28.5K +418 +5%
RPC
1127
Rossmore Private Capital
Connecticut
$637K -$57.3K -840 -7%
HWM
1128
Hohimer Wealth Management
Washington
$636K +$5.45K +80 +0.8%
MWM
1129
Mission Wealth Management
California
$628K -$101K -1,479 -14%
CIA
1130
Cladis Investment Advisory
Montana
$627K +$105K +1,539 +20%
SSA
1131
Schonfeld Strategic Advisors
New York
$622K -$14.5M -213,065 -96%
BFA
1132
Buttonwood Financial Advisors
Maryland
$619K +$130K +1,904 +26%
IAIM
1133
International Assets Investment Management
Florida
$617K +$2.18K +32 +0.3%
VIM
1134
VELA Investment Management
Ohio
$617K +$48.6K +713 +8%
KIC
1135
Kensington Investment Counsel
California
$616K -$16.3K -239 -3%
FW
1136
FirstPurpose Wealth
Utah
$615K +$328K +4,811 +109%
LAIC
1137
Lederer & Associates Investment Counsel
California
$612K -$80.8K -1,185 -11%
BC
1138
Bartlett & Co
Ohio
$612K +$386K +5,655 +161%
BCWM
1139
Bartlett & Co Wealth Management
Ohio
$612K +$386K +5,655 +161%
Vanguard Capital Wealth Advisors
1140
Vanguard Capital Wealth Advisors
Colorado
$611K
CIM
1141
CIM Investment Management
Pennsylvania
$609K +$1.43K +21 +0.2%
BJL
1142
Brighton Jones LLC
Washington
$609K +$34.4K +505 +6%
CIA
1143
Capital Investment Advisors
Georgia
$609K -$12.7K -187 -2%
OWM
1144
Opes Wealth Management
California
$608K -$130K -1,905 -17%
DFCM
1145
Dark Forest Capital Management
Puerto Rico
$606K +$619K +9,079 New
IA
1146
IFP Advisors
Florida
$606K +$75.5K +1,107 +14%
GVAG
1147
Great Valley Advisor Group
Delaware
$605K -$819K -12,007 -57%
SCM
1148
Saba Capital Management
New York
$604K
FIA
1149
Foundations Investment Advisors
Arizona
$600K +$357K +5,239 +140%
HWM
1150
HB Wealth Management
Georgia
$598K -$243K -3,559 -28%