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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
376
OneAscent Financial Services
Alabama
$251K -$75.5K -688 -20%
ACM
377
Argent Capital Management
Missouri
$251K +$307K +2,800 New
AIG
378
American International Group
New York
$250K -$1.32K -12 -0.4%
FHA
379
Flagship Harbor Advisors
Massachusetts
$250K +$113K +1,028 +58%
MFW
380
Meristem Family Wealth
Minnesota
$249K +$305K +2,780 New
GAM
381
Griffin Asset Management
New York
$247K -$2.2K -20 -0.7%
Chevy Chase Trust
382
Chevy Chase Trust
Maryland
$243K – – –
JIC
383
Joel Isaacson & Co
New York
$241K +$295K +2,689 New
CIAS
384
Capital Investment Advisory Services
North Carolina
$239K +$294K +2,675 New
MC
385
Moors & Cabot
Massachusetts
$237K -$394K -3,588 -58%
9WM
386
9258 Wealth Management
Ohio
$235K +$236K +2,148 New
MOACM
387
Mutual of America Capital Management
New York
$231K +$284K +2,585 New
Rockefeller Capital Management
388
Rockefeller Capital Management
New York
$230K -$217K -1,979 -43%
FAAS
389
First Allied Advisory Services
California
$227K -$156K -1,420 -36%
Bessemer Group
390
Bessemer Group
New Jersey
$225K -$3.38M -30,794 -92%
AWCI
391
Alpine Woods Capital Investors
New York
$224K – – –
Capital Fund Management (CFM)
392
Capital Fund Management (CFM)
France
$224K +$274K +2,500 New
WCM
393
Weld Capital Management
New York
$219K +$268K +2,445 New
SPC
394
Sigma Planning Corp
Michigan
$214K -$823K -7,494 -76%
SAM
395
SP Asset Management
California
$210K – – –
HTC
396
Haverford Trust Company
Pennsylvania
$208K – – –
EH
397
Equitable Holdings
New York
$207K -$1.19M -10,800 -82%
OAM
398
Oppenheimer Asset Management
New York
$206K +$104K +946 +70%
PIM
399
Parker Investment Management
California
$204K -$1.14M -10,380 -82%
PJSIMP
400
P.J. Schmidt Investment Management (PJS)
Wisconsin
$204K +$251K +2,285 New