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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
626
Institute for Wealth Management
Colorado
$209K -$183K -698 -53%
EM
627
Excalibur Management
Massachusetts
$208K +$164K +625 New
FLPIM
628
F.L. Putnam Investment Management
Massachusetts
$205K +$162K +616 New
IWA
629
IVC Wealth Advisors
Pennsylvania
$201K +$159K +605 New
CAM
630
ClariVest Asset Management
California
$200K +$157K +600 +30,000%
Bessemer Group
631
Bessemer Group
New Jersey
$199K -$39.3K -150 -20%
GWM
632
Geneos Wealth Management
Colorado
$197K +$80.3K +306 +34%
MIFH
633
Migdal Insurance & Financial Holdings
Israel
$196K +$44.1K +168 +41%
IAIM
634
International Assets Investment Management
Florida
$191K +$151K +575 New
ADIM
635
Alpha DNA Investment Management
Maryland
$191K +$152K +578 New
TWM
636
Tradition Wealth Management
Minnesota
$182K +$143K +547 New
PA
637
Parallel Advisors
California
$179K +$13.6K +52 +11%
TFM
638
TFC Financial Management
Massachusetts
$170K +$5.77K +22 +4%
WEC
639
Winslow Evans & Crocker
Massachusetts
$166K
PWM
640
Perigon Wealth Management
California
$162K +$128K +489 New
HWA
641
HHM Wealth Advisors
Tennessee
$157K
OSAM
642
O'Shaughnessy Asset Management
Connecticut
$156K +$108K +413 +725%
CLOS
643
Compagnie Lombard Odier SCmA
Switzerland
$149K -$144K -550 -55%
MMG
644
Monetary Management Group
Missouri
$149K +$118K +450 New
BWL
645
Bogart Wealth LLC
Virginia
$146K
PAI
646
Pittenger & Anderson Inc
Nebraska
$136K +$94.7K +361 +722%
VBCG
647
Valley Brook Capital Group
Pennsylvania
$132K +$105K +400 New
CWM
648
Curi Wealth Management
North Carolina
$129K +$102K +389 New
Robeco Institutional Asset Management
649
Robeco Institutional Asset Management
Netherlands
$124K +$97.6K +372 New
HNB
650
Huntington National Bank
Ohio
$114K -$11K -42 -11%