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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
626
Minot Wealth Management
Massachusetts
$548K -$120K -347 -20%
LWM
627
Laidlaw Wealth Management
New York
$548K +$14.2K +41 +3%
MCCP
628
Mission Creek Capital Partners
California
$545K -$5.19M -14,941 -92%
EI
629
Ellevest Inc
New York
$541K +$124K +357 +35%
PC
630
Provenire Capital
Minnesota
$539K +$80.5K +232 +20%
QI
631
Qtron Investments
Massachusetts
$538K – – –
LNC
632
Lincoln National Corp
Pennsylvania
$534K +$184K +529 +64%
CSS
633
Cubist Systematic Strategies
Connecticut
$527K -$8.49M -24,466 -95%
ESCM
634
Echo Street Capital Management
New York
$526K +$463K +1,334 New
GWMIA
635
Global Wealth Management Investment Advisory
Florida
$524K +$72.9K +210 +19%
CCP
636
Clarkston Capital Partners
Michigan
$521K +$459K +1,323 New
IC
637
Iconiq Capital
California
$516K – – –
CCM
638
Cribstone Capital Management
Maine
$512K – – –
BAM
639
Belpointe Asset Management
Nevada
$509K +$199K +574 +80%
BJL
640
Brighton Jones LLC
Washington
$508K -$22.9K -66 -5%
CFG
641
Citizens Financial Group
Rhode Island
$508K +$447K +1,289 New
FM
642
Family Management
New York
$504K +$143K +413 +48%
FP
643
Foundry Partners
Minnesota
$499K – – –
PA
644
Profund Advisors
Maryland
$495K -$77.8K -224 -15%
Koshinski Asset Management
645
Koshinski Asset Management
Illinois
$486K -$198K -571 -32%
CI
646
Cigna Investments
Connecticut
$485K +$50.3K +145 +13%
GTCM
647
Gyon Technologies Capital Management
New Jersey
$480K +$170K +489 +67%
GIP
648
Granite Investment Partners
California
$475K +$139K +400 +50%
TSW
649
Thompson Siegel & Walmsley
Virginia
$473K -$868K -2,500 -68%
CNC
650
Canandaigua National Corp
New York
$473K – – –