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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
526
Whitener Capital Management
North Carolina
$410K +$415K +1,459 New
IAA
527
Independent Advisor Alliance
North Carolina
$406K -$128K -451 -25%
PIG
528
Pantheon Investment Group
California
$403K +$40.7K +143 +13%
CG
529
Caprock Group
Idaho
$402K -$8.53K -30 -2%
EAM
530
Evanson Asset Management
California
$397K +$9.67K +34 +2%
SMF
531
Sterling Manor Financial
New York
$396K +$373K +1,311 New
JIP
532
Jaffetilchin Investment Partners
Florida
$390K -$578K -2,034 -61%
MIM
533
Moseley Investment Management
Florida
$390K +$11.1K +39 +3%
Fayez Sarofim & Co
534
Fayez Sarofim & Co
Texas
$378K -$1.14K -4 -0.3%
SAM
535
Simplify Asset Management
Nevada
$378K +$110K +387 +45%
ACM
536
Alpha Capital Management
Texas
$377K +$46.4K +163 +15%
EWM
537
Evercore Wealth Management
New York
$372K +$350K +1,230 New
EN1L
538
Engine No 1 LLC
California
$371K +$349K +1,226 New
PCM
539
Penserra Capital Management
California
$370K +$119K +417 +52%
DWA
540
Douglass Winthrop Advisors
New York
$369K – – –
FAM
541
Fulcrum Asset Management
United Kingdom
$367K – – –
FAIM
542
Financial Advocates Investment Management
Washington
$356K +$83K +292 +33%
AFG
543
Albion Financial Group
Utah
$355K +$20.2K +71 +6%
AW
544
ACG Wealth
Georgia
$354K +$9.95K +35 +3%
GAM
545
Gotham Asset Management
New York
$350K +$2.56K +9 +0.8%
FP
546
Financial Perspectives
Minnesota
$347K +$9.39K +33 +3%
BP
547
Ballentine Partners
Massachusetts
$345K +$38.7K +136 +14%
RFC
548
Regions Financial Corp
Alabama
$343K – – –
HAG
549
HighPoint Advisor Group
Illinois
$334K +$315K +1,106 New
UMC
550
United Maritime Capital
New York
$333K -$14.2K -50 -4%