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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
726
Tulsa Wealth Advisors
Oklahoma
$728K +$151K +1,603 +19%
MFS
727
Miller Financial Services
Michigan
$724K +$689K +7,319 +266%
RI
728
Ridgewood Investments
New Jersey
$723K +$499K +5,297 +111%
BPWM
729
Badgley Phelps Wealth Managers
Washington
$720K -$7.16K -76 -0.8%
PIM
730
Platinum Investment Management
Australia
$719K -$3.01M -32,000 -76%
AWA
731
Arkadios Wealth Advisors
Georgia
$715K +$330K +3,506 +54%
WA
732
Waverly Advisors
Alabama
$709K -$241K -2,558 -21%
BOC
733
Barbara Oil Co
Illinois
$708K
BP
734
Ballentine Partners
Massachusetts
$707K -$96.9K -1,029 -9%
VT
735
Vise Technologies
New York
$700K +$412K +4,373 +82%
EWM
736
Evercore Wealth Management
New York
$696K -$188K -1,992 -17%
MP
737
Mangrove Partners
Connecticut
$694K +$909K +9,652 New
Balyasny Asset Management
738
Balyasny Asset Management
Illinois
$692K +$303K +3,222 +50%
SRC
739
Sage Rhino Capital
California
$684K +$66.6K +707 +8%
CPW
740
Cove Private Wealth
New York
$684K +$64.9K +689 +8%
SB
741
SIG Brokerage
New York
$672K +$667K +7,090 +313%
YIA
742
YHB Investment Advisors
Connecticut
$671K -$1.04M -11,036 -54%
SVWAG
743
Sound View Wealth Advisors Group
Georgia
$669K -$14K -149 -2%
CTA
744
Colonial Trust Advisors
South Carolina
$665K -$699K -7,423 -44%
PL
745
Parthenon LLC
Kentucky
$664K
CFMC
746
Curbstone Financial Management Corp
New Hampshire
$658K -$198K -2,100 -19%
DAS
747
Dynamic Advisor Solutions
Arizona
$658K +$32.4K +344 +4%
DC
748
Davenport & Co
Virginia
$658K -$308K -3,272 -26%
DCM
749
Decatur Capital Management
Georgia
$657K +$861K +9,146 New
CWM
750
Carolina Wealth Management
North Carolina
$652K +$854K +9,074 New