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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
426
Willow Creek Wealth Management
California
$417K -$46K -2,265 -11%
CRC
427
Curi RMB Capital
Illinois
$416K +$3.35K +165 +0.9%
CF
428
Centaurus Financial
California
$416K +$122K +6,000 +49%
AWE
429
Avidian Wealth Enterprises
Texas
$415K
EMG
430
Ellington Management Group
Connecticut
$412K +$366K +18,000 New
ST
431
Sphinx Trading
Illinois
$412K +$366K +18,000 New
GC
432
Grimes & Company
Massachusetts
$411K -$10.7K -525 -3%
BPC
433
Banque Pictet & Cie
Switzerland
$409K -$4.57K -225 -1%
RIM
434
Regent Investment Management
Kentucky
$408K -$30.5K -1,500 -8%
Chevy Chase Trust
435
Chevy Chase Trust
Maryland
$407K -$28K -1,380 -7%
IAA
436
Independent Advisor Alliance
North Carolina
$404K +$106K +5,220 +42%
Calamos Advisors
437
Calamos Advisors
Illinois
$400K -$20.9M -1,027,005 -98%
HIC
438
Holderness Investments Company
North Carolina
$400K -$10.1K -495 -3%
MCM
439
MAI Capital Management
Ohio
$397K +$43.9K +2,160 +14%
PCM
440
Parsons Capital Management
Rhode Island
$387K -$134K -6,570 -28%
OAM
441
Oppenheimer Asset Management
New York
$382K +$340K +16,710 New
CTC
442
Central Trust Company
Missouri
$381K -$114K -5,610 -25%
HK
443
Horizon Kinetics
New York
$379K -$63.4K -3,120 -16%
FT
444
Fiduciary Trust
Massachusetts
$378K
BCWM
445
Blue Chip Wealth Management
Florida
$377K -$105K -5,175 -24%
AF
446
Allworth Financial
California
$376K
SAM
447
Silvercrest Asset Management
New York
$375K -$15.2K -750 -4%
GRP
448
Global Retirement Partners
California
$369K +$28.7K +1,410 +10%
SCG
449
Sonata Capital Group
Washington
$363K -$152K -7,500 -32%
HA
450
Harfst & Associates
Wyoming
$359K +$17.7K +870 +6%