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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
701
Capstone Investment Advisors
New York
$424K -$340K -2,451 -46%
BPA
702
Beacon Pointe Advisors
California
$417K -$191K -1,376 -33%
JGUA
703
John G. Ullman & Associates
New York
$417K +$34.7K +250 +10%
PPWP
704
Premier Path Wealth Partners
New Jersey
$415K +$4.85K +35 +1%
AWM
705
Aries Wealth Management
Maine
$413K – – –
OIA
706
OneDigital Investment Advisors
Kansas
$409K -$1.39K -10 -0.4%
Fayez Sarofim & Co
707
Fayez Sarofim & Co
Texas
$408K -$27.7K -200 -7%
EH
708
Equitable Holdings
New York
$406K +$95.4K +688 +33%
GIA
709
Gateway Investment Advisers
Ohio
$406K +$22.3K +161 +6%
NERM
710
New England Research & Management
Illinois
$405K – – –
CHC
711
City Holding Co
West Virginia
$404K -$48.5K -350 -11%
RSWM
712
Robertson Stephens Wealth Management
California
$403K +$379K +2,730 New
AWM
713
Angeles Wealth Management
California
$400K +$18.7K +135 +5%
HWA
714
Heartwood Wealth Advisors
Virginia
$398K – – –
BBHC
715
Brown Brothers Harriman & Co
New York
$398K +$182K +1,313 +95%
FFA
716
Farther Finance Advisors
California
$394K +$92.5K +667 +33%
FM
717
Family Management
New York
$392K – – –
TIAA Trust, National Association
718
TIAA Trust, National Association
North Carolina
$392K +$60.3K +435 +20%
GT
719
Glenview Trust
Kentucky
$392K +$13.7K +99 +4%
TBT
720
Texas Bank & Trust
Texas
$391K – – –
CA
721
Clearstead Advisors
Ohio
$391K -$32.6K -235 -8%
ICP
722
Interchange Capital Partners
Pennsylvania
$391K +$59.4K +428 +19%
MSRI
723
Michael S. Ryan Inc
New York
$389K +$366K +2,639 New
EI
724
Ellevest Inc
New York
$388K +$365K +2,630 New
CPIG
725
Chicago Partners Investment Group
Illinois
$386K +$127K +918 +56%