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Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
601
Mission Creek Capital Partners
California
$319K +$89.1K +489 +34%
KeyBank National Association
602
KeyBank National Association
Ohio
$317K -$420K -2,306 -55%
VAFP
603
Vahanian & Associates Financial Planning
New York
$317K +$350K +1,923 New
CCA
604
Column Capital Advisors
Indiana
$315K +$5.29K +29 +2%
SS
605
Simplicity Solutions
Minnesota
$313K -$269K -1,474 -44%
WWM
606
Western Wealth Management
Colorado
$309K -$51.9K -285 -13%
LCM
607
Laurion Capital Management
New York
$309K +$342K +1,876 New
GA
608
Greytown Advisors
Florida
$308K +$12.4K +68 +4%
FGG
609
Financial Guidance Group
Florida
$301K +$333K +1,826 New
TRCT
610
Tower Research Capital (TRC)
New York
$299K -$94.4K -518 -22%
ESCM
611
Echo Street Capital Management
New York
$298K -$3.65K -20 -1%
AA
612
Axiom Advisory
California
$298K – – –
9WM
613
9258 Wealth Management
Ohio
$297K +$29.9K +164 +10%
FFM
614
Forum Financial Management
Illinois
$296K +$107K +585 +48%
IIA
615
IPG Investment Advisors
California
$296K +$327K +1,797 New
OLVIG
616
Oliver Lagore Vanvalin Investment Group
Michigan
$295K +$338K +1,856 New
CMI
617
Clare Market Investments
Texas
$293K -$414K -2,273 -56%
MYAM
618
Meiji Yasuda Asset Management
Japan
$293K -$49K -269 -13%
DWT
619
Dorsey & Whitney Trust
South Dakota
$293K +$171K +936 +111%
CW
620
Connectus Wealth
Ohio
$292K -$820K -4,501 -80%
PJSIMP
621
P.J. Schmidt Investment Management (PJS)
Wisconsin
$292K -$64.5K -354 -12%
SWA
622
Sax Wealth Advisors
New Jersey
$291K -$214K -1,176 -40%
MC
623
Moors & Cabot
Massachusetts
$291K -$30.8K -169 -9%
FFA
624
First Foundation Advisors
California
$290K +$4.56K +25 +1%
CPO
625
Cerity Partners OCIO
New York
$290K +$12.2K +67 +4%