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Name Holding Trade Value Shares
Change
Change in
Stake
KPW
676
Kore Private Wealth
New York
$594K +$58.2K +489 +12%
GM
677
GeoWealth Management
Illinois
$593K -$558K -4,689 -50%
RIM
678
Regent Investment Management
Kentucky
$584K -$53.6K -450 -9%
SMC
679
S. Muoio & Co
New York
$581K -$203K -1,706 -27%
CI
680
Conning Inc
Connecticut
$581K +$14.4K +121 +3%
Cerity Partners
681
Cerity Partners
New York
$580K +$100K +843 +23%
CCM
682
Cribstone Capital Management
Maine
$579K +$77.9K +654 +17%
KeyBank National Association
683
KeyBank National Association
Ohio
$576K -$50.5K -424 -9%
RWM
684
Ritholtz Wealth Management
New York
$568K +$246K +2,065 +87%
JF
685
Jump Financial
Illinois
$566K -$599K -5,032 -53%
NIMI
686
Natixis Investment Managers International
France
$555K +$253K +2,125 +97%
P
687
Pitcairn
Pennsylvania
$554K -$29.3K -246 -5%
LWMM
688
Legacy Wealth Management (Mississippi)
Mississippi
$553K – – –
BFEC
689
Benjamin F. Edwards & Company
Missouri
$551K +$953 +8 +0.2%
AWA
690
Arete Wealth Advisors
Illinois
$551K +$25K +210 +5%
SIM
691
Sentry Investment Management
Wisconsin
$550K -$85.9K -721 -14%
TCM
692
Traynor Capital Management
Pennsylvania
$550K -$46.5K -390 -8%
VIM
693
VELA Investment Management
Ohio
$548K +$83.3K +699 +20%
PG
694
Pendal Group
Australia
$548K +$147K +1,232 +41%
CT
695
Caldwell Trust
Florida
$544K +$13.5K +113 +3%
PSP
696
Principal Street Partners
Tennessee
$544K -$170K -1,424 -25%
Los Angeles Capital Management
697
Los Angeles Capital Management
California
$544K +$82.7K +694 +20%
HCM
698
HMS Capital Management
Tennessee
$538K +$499K +4,188 New
1WA
699
180 Wealth Advisors
Washington
$532K -$10.4K -87 -2%
HIA
700
Harbor Investment Advisory
Maryland
$530K +$23.9K +201 +5%