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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Circle Wealth Management
New Jersey
$790K -$1.23M -6,974 -60%
YC
527
Yarbrough Capital
Tennessee
$788K +$833K +4,733 New
FFM
528
Forum Financial Management
Illinois
$786K +$832K +4,722 New
CGL
529
Clarius Group LLC
Washington
$785K -$3.17K -18 -0.4%
FIA
530
Foundations Investment Advisors
Arizona
$785K +$181K +1,025 +28%
DCM
531
DGS Capital Management
New Jersey
$777K +$821K +4,664 New
FMB
532
Field & Main Bank
Kentucky
$767K +$45.8K +260 +6%
PCWA
533
Pacific Capital Wealth Advisors
California
$767K +$811K +4,606 New
KFGK
534
Keystone Financial Group (Kentucky)
Kentucky
$764K +$110K +625 +16%
Koshinski Asset Management
535
Koshinski Asset Management
Illinois
$759K +$77.8K +442 +11%
PGWM
536
Pitti Group Wealth Management
New York
$759K +$803K +4,559 New
PWM
537
Perigon Wealth Management
California
$754K +$60.6K +344 +8%
BCM
538
BlueMar Capital Management
Florida
$752K +$66.6K +378 +9%
GCC
539
Guardian Capital (Canada)
Ontario, Canada
$751K -$144K -817 -15%
CFA
540
Compass Financial Advisors
Indiana
$746K +$789K +4,480 New
FCH
541
Freestone Capital Holdings
Washington
$742K +$236K +1,339 +43%
CF
542
Copperwynd Financial
Arizona
$741K +$61.5K +349 +9%
BFEC
543
Benjamin F. Edwards & Company
Missouri
$740K +$214K +1,213 +38%
ED
544
Exane Derivatives
France
$738K -$125K -711 -14%
RA
545
Resolute Advisors
California
$736K
OPWM
546
Oxinas Partners Wealth Management
Indiana
$729K -$5.28K -30 -0.7%
TSS
547
Two Sigma Securities
New York
$727K -$3.07M -17,455 -80%
WIA
548
World Investment Advisors
California
$727K +$43.1K +245 +6%
CAM
549
Concorde Asset Management
Michigan
$725K -$24.7K -140 -3%
DTL
550
Dynamic Technology Lab
Singapore
$725K +$767K +4,358 New