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STX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
876
Premier Path Wealth Partners
New Jersey
$1.74M +$190K +249 +16%
PWM
877
Perigon Wealth Management
California
$1.73M -$81.6K -107 -6%
DWM
878
Defined Wealth Management
Oregon
$1.73M +$38.1K +50 +3%
LWAM
879
Legacy Wealth Asset Management
Minnesota
$1.72M -$57.2K -75 -4%
CIS
880
Custom Index Systems
New York
$1.72M -$255K -334 -16%
CIM
881
Contravisory Investment Management
Massachusetts
$1.71M +$1.16M +1,517 +590%
BHCM
882
Brevan Howard Capital Management
Jersey
$1.71M -$9.17M -12,026 -87%
RWPA
883
Richard W. Paul & Associates
Michigan
$1.7M -$1.44M -1,885 -52%
PWPS
884
Pinnacle Wealth Planning Services
Ohio
$1.7M -$151K -198 -10%
SIC
885
Sterling Investment Counsel
New York
$1.69M -$22.9K -30 -2%
SPC
886
Spirepoint Private Client
Florida
$1.69M -$9.92K -13 -0.7%
OAM
887
Oppenheimer Asset Management
New York
$1.68M +$821K +1,076 +162%
WIA
888
Wealthedge Investment Advisors
New York
$1.67M +$1.32M +1,735 New
SIS
889
Sound Income Strategies
Florida
$1.67M +$23.6K +31 +2%
GCM
890
Graham Capital Management
Connecticut
$1.65M -$2.49M -3,270 -66%
B
891
Bensler
Washington
$1.65M -$270K -354 -17%
LFG
892
Larson Financial Group
Missouri
$1.65M +$267K +350 +26%
HIA
893
Harbor Investment Advisory
Maryland
$1.64M +$456K +598 +54%
IWM
894
IHT Wealth Management
Illinois
$1.62M -$857K -1,123 -40%
TC
895
Tannin Capital
North Carolina
$1.61M – – –
SSWM
896
Smith Salley Wealth Management
North Carolina
$1.61M +$1.27M +1,666 New
VCM
897
Voleon Capital Management
California
$1.6M +$1.27M +1,660 New
PIA
898
Perennial Investment Advisors
California
$1.6M +$72.5K +95 +6%
MC
899
Machina Capital
France
$1.59M -$1.23M -1,613 -49%
TWIM
900
TIAA Wealth Investment Management
New York
$1.59M -$16K -21 -1%
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