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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
626
Kaizen Financial Strategies
California
$440K -$34.8K -100 -7%
SW
627
SteelPeak Wealth
California
$440K +$122K +350 +37%
FWM
628
FFT Wealth Management
Pennsylvania
$439K +$451K +1,295 New
FAIM
629
Financial Advocates Investment Management
Washington
$437K +$39.4K +113 +10%
JIP
630
Jaffetilchin Investment Partners
Florida
$429K -$8.71K -25 -2%
TDC
631
Thompson Davis & Co
Virginia
$425K +$437K +1,255 New
Fayez Sarofim & Co
632
Fayez Sarofim & Co
Texas
$423K – – –
UAM
633
UAS Asset Management
New York
$423K +$436K +1,250 New
EWM
634
Evercore Wealth Management
New York
$417K – – –
DWA
635
Douglass Winthrop Advisors
New York
$411K -$2.79K -8 -0.7%
GAM
636
Gotham Asset Management
New York
$410K +$18.5K +53 +5%
KIA
637
Kraematon Investment Advisors
Massachusetts
$408K +$420K +1,205 New
MIM
638
Moseley Investment Management
Florida
$404K -$31.4K -90 -7%
CWM
639
Concentrum Wealth Management
California
$398K +$27.2K +78 +7%
OSAM
640
O'Shaughnessy Asset Management
Connecticut
$397K +$295K +847 +261%
CGH
641
Crossmark Global Holdings
Texas
$390K +$38.3K +110 +11%
FP
642
Financial Perspectives
Minnesota
$389K – – –
AG
643
AIA Group
Hong Kong
$387K +$398K +1,143 New
PWM
644
Perigon Wealth Management
California
$385K +$396K +1,137 New
RFC
645
Regions Financial Corp
Alabama
$384K – – –
LNWWM
646
Laird Norton Wetherby Wealth Management
California
$384K +$395K +1,134 New
BFM
647
Boothbay Fund Management
New York
$383K +$115K +331 +41%
BC
648
Bridgefront Capital
Texas
$378K +$389K +1,115 New
CMI
649
Clare Market Investments
Texas
$378K +$389K +1,115 New
KPW
650
Kore Private Wealth
New York
$377K -$162K -466 -30%