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Name Holding Trade Value Shares
Change
Change in
Stake
CDH
551
Charles D. Hyman
$208K – – –
BFM
552
Boothbay Fund Management
New York
$208K +$221K +997 New
CW
553
CreativeOne Wealth
Kansas
$206K +$5.32K +24 +2%
AHC
554
Anderson Hoagland & Co
Missouri
$204K -$160K -722 -42%
CWP
555
Curated Wealth Partners
California
$202K – – –
ALAM
556
Asahi Life Asset Management
Japan
$201K +$213K +960 New
TWP
557
Tempus Wealth Planning
California
$201K +$214K +964 New
AWA
558
Arete Wealth Advisors
Illinois
$200K +$11.7K +53 +6%
NSIM
559
North Star Investment Management
Illinois
$199K – – –
PMAM
560
Penn Mutual Asset Management
Pennsylvania
$199K – – –
VRM
561
Vectors Research Management
New York
$177K – – –
EI
562
Ellevest Inc
New York
$172K +$2.22K +10 +1%
VI
563
Vestcor Inc
New Brunswick, Canada
$167K -$24.2K -109 -12%
AII
564
AGF Investments Inc
Ontario, Canada
$167K +$177K +800 New
AIP
565
Ameritas Investment Partners
Nebraska
$161K – – –
CAL
566
Capital Advisors Ltd
Ohio
$159K +$169K +761 New
WTC
567
WhitTier Trust Company
Nevada
$141K – – –
Bessemer Group
568
Bessemer Group
New Jersey
$140K -$84.9K -383 -36%
Jones Financial Companies
569
Jones Financial Companies
Missouri
$134K – – –
JCM
570
Jacobi Capital Management
Pennsylvania
$129K +$22.2K +100 +19%
HIA
571
Harbor Investment Advisory
Maryland
$123K – – –
ADL
572
Asset Dedication LLC
California
$112K +$7.09K +32 +6%
SIM
573
Sentry Investment Management
Wisconsin
$104K -$16.2K -73 -13%
RIM
574
Rockbridge Investment Management
New York
$104K +$111K +500 New
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$102K +$15.5K +70 +17%