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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
426
Cambridge Capital Management
Illinois
$816K -$69K -645 -8%
BHCM
427
Brevan Howard Capital Management
Jersey
$812K +$395K +3,693 +100%
MM
428
MQS Management
New York
$811K +$789K +7,378 New
SF
429
Summit Financial
New Jersey
$809K +$92.4K +864 +13%
TA
430
Tectonic Advisors
Texas
$806K -$9.52K -89 -1%
DA
431
Detalus Advisors
Missouri
$801K +$32.8K +307 +4%
CIMLRA
432
CBRE Investment Management Listed Real Assets
Pennsylvania
$800K +$130K +1,213 +20%
HWM
433
HB Wealth Management
Georgia
$798K +$203K +1,895 +35%
WW
434
Waterfront Wealth
Kansas
$797K
RFC
435
Regions Financial Corp
Alabama
$794K +$748 +7 +0.1%
BP
436
Ballentine Partners
Massachusetts
$790K +$526K +4,922 +217%
QCG
437
Quadrant Capital Group
Ohio
$787K +$1.71K +16 +0.2%
KRSITF
438
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$781K
SPWG
439
Syntegra Private Wealth Group
Missouri
$780K -$136K -1,269 -15%
GCM
440
Graham Capital Management
Connecticut
$780K -$1.19M -11,146 -61%
SOAM
441
SBI Okasan Asset Management
Japan
$779K
I
442
InceptionR
California
$776K +$324K +3,033 +75%
KWM
443
Kingsview Wealth Management
Oregon
$773K +$38.9K +364 +5%
CAM
444
Cresset Asset Management
Illinois
$772K +$336K +3,145 +81%
S
445
SignatureFD
Georgia
$770K +$122K +1,144 +20%
MYAM
446
Meiji Yasuda Asset Management
Japan
$751K -$13.7K -128 -2%
OFG
447
Oxford Financial Group
Indiana
$744K
KPWS
448
Kestra Private Wealth Services
Texas
$740K +$54.7K +512 +8%
CWP
449
Clark Wealth Partners
Illinois
$739K +$11.7K +109 +2%
MWM
450
Modern Wealth Management
Kansas
$738K +$5.67K +53 +0.8%