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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Circle Wealth Management
New Jersey
$541K -$225K -1,576 -29%
National Bank of Canada
427
National Bank of Canada
Quebec, Canada
$540K +$42.6K +298 +8%
CFM
428
Catalyst Funds Management
Australia
$535K +$558K +3,900 New
BAM
429
Blueshift Asset Management
New Jersey
$534K +$557K +3,892 New
LFIA
430
Legacy Financial Independent Advisors
Kentucky
$530K +$552K +3,860 New
QWM
431
Quadcap Wealth Management
Texas
$527K -$16.9K -118 -3%
PCS
432
Personal CFO Solutions
New Jersey
$522K +$259K +1,812 +91%
CBU
433
CIBC Bancorp USA
Illinois
$521K +$543K +3,799 New
CAM
434
Cresset Asset Management
Illinois
$502K +$80.7K +564 +18%
QCG
435
Quadrant Capital Group
Ohio
$501K +$36K +252 +7%
SCA
436
Snowden Capital Advisors
New York
$490K +$10.3K +72 +2%
VAG
437
VisionPoint Advisory Group
Texas
$483K +$57.1K +399 +13%
OF
438
Optimize Financial
California
$480K -$28.7K -201 -5%
AAP
439
Arax Advisory Partners
Colorado
$479K +$10.9K +76 +2%
RA
440
Resolute Advisors
California
$476K +$497K +3,473 New
GFP
441
Gryphon Financial Partners
Ohio
$474K -$235K -1,641 -32%
ACA
442
Atlas Capital Advisors
Wyoming
$465K -$219K -1,532 -31%
BCV
443
Banque Cantonale Vaudoise
Switzerland
$458K +$333K +2,327 +229%
MCM
444
Militia Capital Management
Texas
$456K +$476K +3,325 New
CB
445
Commerce Bank
Missouri
$452K -$8.87K -62 -2%
PFPG
446
Pinnacle Financial Partners (Georgia)
Georgia
$445K -$44.9K -314 -9%
CF
447
Convergence Financial
Missouri
$430K +$448K +3,133 New
VCM
448
Versant Capital Management
Arizona
$429K +$61.2K +428 +16%
KeyBank National Association
449
KeyBank National Association
Ohio
$424K +$80.1K +560 +22%
SC
450
Savant Capital
Illinois
$424K +$21.5K +150 +5%