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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
726
Trevian Wealth Management
Massachusetts
$566K
PAWA
727
Palo Alto Wealth Advisors
California
$564K
BHBT
728
Burke & Herbert Bank & Trust
Virginia
$561K
HF
729
HRT Financial
New York
$560K -$1.52M -47,821 -73%
FCAG
730
First Capital Advisors Group
New Jersey
$560K +$9.39K +296 +2%
WA
731
WP Advisors
California
$560K -$108K -3,400 -16%
AA
732
Axiom Advisory
California
$558K
6F
733
626 Financial
Michigan
$557K +$79.4K +2,503 +17%
SWA
734
SFMG Wealth Advisors
Texas
$557K +$17.7K +557 +3%
LOAMS
735
Lombard Odier Asset Management (Switzerland)
Switzerland
$556K +$556K +17,529 New
LNWWM
736
Laird Norton Wetherby Wealth Management
California
$554K +$99.3K +3,132 +22%
CM
737
CastleKnight Management
New York
$552K -$343K -10,800 -38%
CM
738
Caption Management
Oklahoma
$547K -$854K -26,909 -61%
BFG
739
Beacon Financial Group
Texas
$541K -$105K -3,309 -16%
BM
740
Brandywine Managers
Delaware
$539K +$539K +16,998 New
ASC
741
Atalanta Sosnoff Capital
New York
$529K +$106K +3,355 +25%
EI
742
Ellevest Inc
New York
$526K +$20.6K +649 +4%
EWM
743
Endowment Wealth Management
Wisconsin
$523K
HFM
744
Harvest Fund Management
China
$522K +$450K +14,176 +614%
MIC
745
Means Investment Company
Maine
$518K +$50.4K +1,589 +11%
VanEck Associates
746
VanEck Associates
New York
$515K -$29.1K -917 -5%
CC
747
Corton Capital
Ontario, Canada
$513K +$513K +16,188 New
CFG
748
Citizens Financial Group
Rhode Island
$513K -$192K -6,047 -27%
PA
749
PSI Advisors
Florida
$511K +$3.17K +100 +0.6%
AM
750
AGF Management
Ontario, Canada
$506K +$507K +15,973 New