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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
401
Liberty Wealth Management
California
$42K -$5.43K -84 -12%
EWM
402
Endurance Wealth Management
Rhode Island
$41K – – –
JCM
403
Jacobi Capital Management
Pennsylvania
$36K – – –
DFCM
404
Dark Forest Capital Management
Puerto Rico
$34K +$32K +495 New
FQ
405
First Quadrant
California
$32K +$30.3K +468 New
BAM
406
Bellevue Asset Management
Washington
$31K – – –
HFM
407
Hartford Financial Management
Connecticut
$28K – – –
MAWCM
408
Mine & Arao Wealth Creation & Management
California
$28K – – –
GEA
409
Glen Eagle Advisors
New Jersey
$27.5K – – –
JWA
410
JFS Wealth Advisors
Pennsylvania
$27K -$5.24K -81 -17%
TFO
411
Tarbox Family Office
California
$27K – – –
FF
412
FourThought Financial
Florida
$26K – – –
CI
413
CX Institutional
Indiana
$26K +$4.4K +68 +21%
PCG
414
Private Capital Group
Connecticut
$25K +$2.33K +36 +11%
FMP
415
Financial Management Professionals
Texas
$24K – – –
TIM
416
Tortoise Investment Management
New York
$24K – – –
SSB
417
Sandy Spring Bank
Maryland
$23K – – –
ZB
418
Zions Bancorporation
Utah
$23K – – –
Jones Financial Companies
419
Jones Financial Companies
Missouri
$23K +$6.85K +106 +46%
SFSIG
420
San Francisco Sentry Investment Group
California
$22K – – –
CFO
421
CVA Family Office
Colorado
$21K +$1.62K +25 +9%
COCM
422
Charter Oak Capital Management
New Hampshire
$20K – – –
GAM
423
Gemmer Asset Management
California
$19K – – –
TWA
424
TCI Wealth Advisors
Arizona
$17K – – –
AWM
425
AllSquare Wealth Management
New York
$17K +$1.94K +30 +14%