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Name Holding Trade Value Shares
Change
Change in
Stake
AC
626
Abbrea Capital
California
$215K +$170K +649 New
First Horizon Advisors
627
First Horizon Advisors
Tennessee
$214K +$262 +1 +0.2%
TIAM2
628
Tru Independence Asset Management 2
Oregon
$213K +$169K +643 New
IFWM
629
Institute for Wealth Management
Colorado
$209K -$183K -698 -53%
EM
630
Excalibur Management
Massachusetts
$208K +$164K +625 New
F.L. Putnam Investment Management
631
F.L. Putnam Investment Management
Massachusetts
$205K +$162K +616 New
IWA
632
IVC Wealth Advisors
Pennsylvania
$201K +$159K +605 New
CAM
633
ClariVest Asset Management
California
$200K +$157K +600 +30,000%
Bessemer Group
634
Bessemer Group
New Jersey
$199K -$39.3K -150 -20%
Geneos Wealth Management
635
Geneos Wealth Management
Colorado
$197K +$80.3K +306 +34%
Migdal Insurance & Financial Holdings
636
Migdal Insurance & Financial Holdings
Israel
$196K +$44.1K +168 +41%
IAIM
637
International Assets Investment Management
Florida
$191K +$151K +575 New
ADIM
638
Alpha DNA Investment Management
Maryland
$191K +$152K +578 New
TWM
639
Tradition Wealth Management
Minnesota
$182K +$143K +547 New
Parallel Advisors
640
Parallel Advisors
California
$179K +$13.6K +52 +11%
TFM
641
TFC Financial Management
Massachusetts
$170K +$5.77K +22 +4%
WEC
642
Winslow Evans & Crocker
Massachusetts
$166K – – –
Perigon Wealth Management
643
Perigon Wealth Management
California
$162K +$128K +489 New
HWA
644
HHM Wealth Advisors
Tennessee
$157K – – –
O'Shaughnessy Asset Management
645
O'Shaughnessy Asset Management
Connecticut
$156K +$108K +413 +725%
Compagnie Lombard Odier SCmA
646
Compagnie Lombard Odier SCmA
Switzerland
$149K -$144K -550 -55%
MMG
647
Monetary Management Group
Missouri
$149K +$118K +450 New
Bogart Wealth LLC
648
Bogart Wealth LLC
Virginia
$146K – – –
PAI
649
Pittenger & Anderson Inc
Nebraska
$136K +$94.7K +361 +722%
VBCG
650
Valley Brook Capital Group
Pennsylvania
$132K +$105K +400 New