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Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
1001
Ashton Thomas Private Wealth
Arizona
$2.71M +$21.5K +46 +0.8%
CGL
1002
Clarius Group LLC
Washington
$2.7M +$164K +351 +7%
ISWM
1003
Independent Solutions Wealth Management
New York
$2.69M +$566K +1,211 +27%
SF
1004
Symphony Financial
Texas
$2.69M -$1.74M -3,728 -39%
HCM
1005
HMS Capital Management
Tennessee
$2.68M -$302K -646 -10%
SSCA
1006
South Shore Capital Advisors
Massachusetts
$2.67M -$185K -395 -7%
DPIM
1007
Duff & Phelps Investment Management
Illinois
$2.67M
CC
1008
Capital Counsel
New York
$2.67M
JC
1009
Joho Capital
New York
$2.67M
ACM
1010
Alamar Capital Management
California
$2.66M +$268K +573 +11%
SV
1011
Sturgeon Ventures
United Kingdom
$2.66M -$206K -440 -7%
NFG
1012
Next Financial Group
Texas
$2.65M +$82.7K +177 +3%
FPS
1013
Fieldpoint Private Securities
Connecticut
$2.65M -$1.84M -3,933 -41%
ADL
1014
Asset Dedication LLC
California
$2.64M -$324K -694 -11%
Two Sigma Investments
1015
Two Sigma Investments
New York
$2.63M +$982K +2,100 +61%
UH
1016
Unigestion Holding
Switzerland
$2.62M -$14.7M -31,500 -85%
PGAM
1017
Princeton Global Asset Management
New Jersey
$2.6M -$43.9K -94 -2%
KC
1018
Kingfisher Capital
North Carolina
$2.59M +$133K +284 +6%
CG
1019
Caprock Group
Idaho
$2.58M -$1.64M -3,503 -39%
AW
1020
Alaethes Wealth
Nevada
$2.58M +$2.53M +5,422 New
FTDI
1021
First Trust Direct Indexing
Massachusetts
$2.58M +$105K +224 +4%
PFM
1022
Parsec Financial Management
North Carolina
$2.57M +$2.01M +4,303 +389%
GAM
1023
Grandview Asset Management
Pennsylvania
$2.55M -$49.1K -105 -2%
LSPW
1024
Lake Street Private Wealth
Illinois
$2.53M +$56.1K +120 +2%
MC
1025
Moors & Cabot
Massachusetts
$2.52M +$293K +627 +13%