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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Abound Wealth Management
Tennessee
$831 -$1.47K -77 -62%
GEA
602
Glen Eagle Advisors
New Jersey
$813 -$247 -13 -22%
WWM
603
Wolff Wiese Magana
California
$796 +$286 +15 +50%
TF
604
Tompkins Financial
New York
$760 -$2.57K -135 -76%
SS
605
Sunbelt Securities
Texas
$742
CHC
606
City Holding Co
West Virginia
$618 -$666 -35 -50%
PA
607
PSI Advisors
Florida
$530
JPWM
608
Jamison Private Wealth Management
Georgia
$467 +$495 +26 New
CCA
609
Column Capital Advisors
Indiana
$459 -$95 -5 -16%
DJSG
610
D.J. St. Germain
Massachusetts
$406
RWM
611
Ruedi Wealth Management
Illinois
$353
TFM
612
TFC Financial Management
Massachusetts
$336 +$362 +19 New
Optiver Holding
613
Optiver Holding
Netherlands
$247 +$266 +14 New
JWA
614
JFS Wealth Advisors
Pennsylvania
$230 -$1.98K -104 -89%
HWP
615
Highline Wealth Partners
California
$194
TWD
616
True Wealth Design
Ohio
$124
BFPW
617
BOK Financial Private Wealth
Colorado
$107 -$228 -12 -67%
Kayne Anderson Rudnick Investment Management
618
Kayne Anderson Rudnick Investment Management
California
$53
SPWM
619
Spartan Planning & Wealth Management
North Carolina
$53 +$57 +3 New
WA
620
WestEnd Advisors
North Carolina
$35 +$38 +2 New
RA
621
Rise Advisors
New York
$18
SVCP
622
Silicon Valley Capital Partners
California
$13
Marshall Wace
623
Marshall Wace
United Kingdom
-$63.8M -3,340,081 Closed
JGC
624
J. Goldman & Co
New York
-$40.9M -2,142,120 Closed
Parnassus Investments
625
Parnassus Investments
California
-$40.6M -2,124,793 Closed