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Name Holding Trade Value Shares
Change
Change in
Stake
QCM
551
QRG Capital Management
Illinois
$956K -$379K -2,081 -28%
HWM
552
HB Wealth Management
Georgia
$955K -$48.5K -266 -5%
GWM
553
Gibbs Wealth Management
Georgia
$952K +$155K +850 +19%
UH
554
Unigestion Holding
Switzerland
$951K -$273K -1,497 -22%
GI
555
GAMMA Investing
California
$950K +$80.5K +442 +9%
PI
556
PGGM Investments
Netherlands
$944K -$4.83M -26,525 -84%
VPI
557
Value Partners Investments
Manitoba, Canada
$942K +$46.3K +254 +5%
AWS
558
Atria Wealth Solutions
New York
$925K +$225K +1,234 +32%
AAS
559
Avantax Advisory Services
Texas
$896K +$237K +1,299 +35%
AAS
560
Annex Advisory Services
Wisconsin
$891K -$10.7K -59 -1%
VIM
561
Vinva Investment Management
Australia
$891K +$897K +4,927 New
SG
562
Sienna Gestion
France
$888K
UCFA
563
United Capital Financial Advisors
Texas
$885K +$57.9K +318 +7%
PAM
564
Paradigm Asset Management
New York
$883K +$893K +4,900 New
BWM
565
Biltmore Wealth Management
Arizona
$882K -$3.46K -19 -0.4%
SPC
566
Spirepoint Private Client
Florida
$875K
NWAG
567
Net Worth Advisory Group
Utah
$871K +$15.8K +87 +2%
1C
568
111 Capital
France
$867K +$876K +4,809 New
CB
569
Community Bank
New York
$865K -$54.6K -300 -6%
FC
570
Farringdon Capital
United Kingdom
$848K +$857K +4,706 New
FIM
571
Freedom Investment Management
Connecticut
$843K -$146K -801 -15%
S
572
SignatureFD
Georgia
$822K +$36.4K +200 +5%
BMCM
573
Bryn Mawr Capital Management
Pennsylvania
$812K +$2.55K +14 +0.3%
SWM
574
SeaCrest Wealth Management
New York
$810K -$114K -628 -12%
OTL
575
Oak Thistle LLC
New York
$806K +$334K +1,835 +70%