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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1176
INTECH Investment Management
Florida
$250K +$243K +3,082 New
RSWM
1177
Robertson Stephens Wealth Management
California
$250K +$243K +3,080 New
TSWM
1178
Triangle Securities Wealth Management
North Carolina
$249K +$236 +3 +0.1%
KHCM
1179
Kirtland Hills Capital Management
Ohio
$249K +$263K +3,335 New
EIA
1180
Edgemoor Investment Advisors
Maryland
$248K
TTWM
1181
TCV Trust & Wealth Management
Virginia
$247K
OAM
1182
Oxford Asset Management
United Kingdom
$247K +$240K +3,041 New
TCOTS
1183
Trust Company of the South
North Carolina
$246K
ZF
1184
Zega Financial
Florida
$246K +$238K +3,025 New
1WM
1185
1858 Wealth Management
Ohio
$245K
FFN
1186
Focus Financial Network
Minnesota
$244K -$443K -5,621 -64%
SIS
1187
Sound Income Strategies
Florida
$244K +$3.63K +46 +2%
NDSI
1188
Newman Dignan & Sheerar Inc
Rhode Island
$243K -$5.91K -75 -2%
BFWM
1189
Bright Futures Wealth Management
New York
$242K +$264K +3,346 New
SCM
1190
Shelton Capital Management
Colorado
$242K
CA
1191
CoreCap Advisors
Michigan
$242K +$2.29K +29 +1%
CWM
1192
Cahaba Wealth Management
Georgia
$241K -$27.3K -346 -10%
WH
1193
Willner & Heller
California
$241K +$1.18K +15 +0.5%
Arrowstreet Capital
1194
Arrowstreet Capital
Massachusetts
$240K +$233K +2,958 New
VVP
1195
Venture Visionary Partners
Ohio
$240K -$109K -1,383 -32%
CAM
1196
Cidel Asset Management
Ontario, Canada
$239K
ISL
1197
Ingalls & Snyder LLC
New York
$239K
OTL
1198
Oak Thistle LLC
New York
$238K -$1.56M -19,778 -87%
TWM
1199
Trueblood Wealth Management
Ohio
$238K +$231K +2,929 New
OAM
1200
Occidental Asset Management
California
$235K +$5.75K +73 +3%