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Name Holding Trade Value Shares
Change
Change in
Stake
RWI
676
Red Wave Investments
Pennsylvania
$361K +$397K +1,059 New
RC
677
RegentAtlantic Capital
New Jersey
$357K -$749 -2 -0.2%
SCA
678
Spearhead Capital Advisors
Florida
$352K -$340K -908 -47%
AIM
679
Axiom Investment Management
New York
$352K +$388K +1,035 New
Thrivent Financial for Lutherans
680
Thrivent Financial for Lutherans
Minnesota
$351K +$385K +1,029 New
HSA
681
HBK Sorce Advisory
Pennsylvania
$347K +$11.6K +31 +3%
IA
682
IFP Advisors
Florida
$346K +$20.2K +54 +6%
EI
683
Ellevest Inc
New York
$346K +$39.3K +105 +12%
BCM
684
Brasada Capital Management
Texas
$341K – – –
PWLP
685
Prio Wealth Limited Partnership
Massachusetts
$341K – – –
WTB
686
Washington Trust Bank
Washington
$341K – – –
SWA
687
SFMG Wealth Advisors
Texas
$341K +$375 +1 +0.1%
SW
688
SlateStone Wealth
Florida
$341K +$150K +400 +67%
FFA
689
First Foundation Advisors
California
$339K +$75.7K +202 +25%
BMCM
690
Burns Matteson Capital Management
New York
$337K +$8.24K +22 +2%
NIM
691
NuWave Investment Management
New Jersey
$334K -$675K -1,802 -65%
BUB
692
BBVA USA Bancshares
Texas
$334K -$69.3K -185 -16%
WP
693
WMS Partners
Maryland
$327K +$28.5K +76 +9%
GIA
694
Gladstone Institutional Advisory
Florida
$326K -$1.87K -5 -0.5%
Lazard Asset Management
695
Lazard Asset Management
New York
$325K -$89.1K -238 -20%
Federated Hermes
696
Federated Hermes
Pennsylvania
$324K -$6.94M -18,519 -95%
CG
697
Caprock Group
Idaho
$318K +$5.99K +16 +2%
PP
698
Paloma Partners
Connecticut
$317K +$11.6K +31 +3%
VWM
699
Vigilare Wealth Management
Arizona
$317K +$348K +930 New
RJT
700
Raymond James Trust
Florida
$313K -$10.5K -28 -3%