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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Avior Wealth Management
Nebraska
$206K -$19.8K -420 -8%
KLI
452
Kelman-Lazarov Inc
Tennessee
$204K
CT
453
Cambridge Trust
Massachusetts
$203K -$101K -2,145 -31%
BFO
454
Biltmore Family Office
North Carolina
$203K -$56.5K -1,200 -20%
DI
455
DUMAC Inc
North Carolina
$202K
ACM
456
Azimuth Capital Management
Michigan
$201K
SIC
457
SJS Investment Consulting
Ohio
$190K
Koshinski Asset Management
458
Koshinski Asset Management
Illinois
$184K -$659 -14 -0.3%
APA
459
American Portfolios Advisors
New York
$182K -$11.1K -236 -5%
WT
460
Washington Trust
Rhode Island
$180K -$23.6K -500 -10%
SAM
461
S.A. Mason
Michigan
$175K
LFASL
462
Lugano Financial Advisors SA (LFA)
Switzerland
$174K
FIA
463
FNY Investment Advisers
New York
$166K +$187K +3,972 +14,186%
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$161K -$311K -6,597 -63%
FMII
465
Farmers & Merchants Investments Inc
Nebraska
$161K
SPIA
466
Steward Partners Investment Advisory
New York
$155K -$5.7K -121 -3%
CFB
467
Cullen/Frost Bankers
Texas
$150K
CSS
468
Cubist Systematic Strategies
Connecticut
$145K -$4.23M -89,802 -96%
EI
469
Ellevest Inc
New York
$128K +$41.6K +884 +40%
WTA
470
Washington Trust Advisors
Massachusetts
$126K -$21.9K -464 -13%
CHA
471
Carmichael Hill & Associates
Maryland
$124K
LTI
472
Laffer Tengler Investments
Tennessee
$123K -$32.8K -696 -19%
PFS
473
Prospera Financial Services
Texas
$121K -$88.4K -1,876 -39%
CCM
474
Covington Capital Management
California
$120K +$25.9K +550 +24%
CLOS
475
Compagnie Lombard Odier SCmA
Switzerland
$119K