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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
751
Bradley Foster & Sargent
Connecticut
$4.4M +$462K +1,631 +12%
SPC
752
Sigma Planning Corp
Michigan
$4.39M -$353K -1,247 -7%
CFG
753
Citizens Financial Group
Rhode Island
$4.37M +$1.73M +6,110 +64%
EWA
754
Exencial Wealth Advisors
Oklahoma
$4.37M -$273K -965 -6%
PWM
755
Perigon Wealth Management
California
$4.36M +$77.6K +274 +2%
OIA
756
OneDigital Investment Advisors
Kansas
$4.36M +$3.12K +11 +0.1%
RCM
757
RB Capital Management
Nevada
$4.35M +$90.7K +320 +2%
HCPC
758
Hamilton Capital Partners (Canada)
$4.35M +$816K +2,881 +23%
Bank Julius Baer & Co
759
Bank Julius Baer & Co
Switzerland
$4.33M -$1.05M -3,708 -19%
GRP
760
Global Retirement Partners
California
$4.31M +$4.38M +15,452 New
VT
761
Vise Technologies
New York
$4.29M +$4.36M +15,382 New
CW
762
CreativeOne Wealth
Kansas
$4.28M +$170K +600 +4%
BSAM
763
Blue Square Asset Management
New York
$4.27M +$352K +1,241 +9%
SWM
764
SeaCrest Wealth Management
New York
$4.25M -$183K -647 -4%
KCM
765
Kornitzer Capital Management
Kansas
$4.24M -$11.3K -40 -0.3%
OAM
766
Occidental Asset Management
California
$4.23M +$333K +1,174 +8%
QCG
767
Quadrant Capital Group
Ohio
$4.23M +$444K +1,569 +12%
RWP
768
Revolve Wealth Partners
New Jersey
$4.22M -$105K -370 -2%
HNWAG
769
High Net Worth Advisory Group
Florida
$4.21M +$283 +1 +0%
MFIM
770
Mesirow Financial Investment Management
Illinois
$4.21M +$245K +864 +6%
ACM
771
Alpha Capital Management
Texas
$4.2M +$143K +504 +3%
STA
772
Summit Trail Advisors
New York
$4.19M +$4.25M +15,015 New
MSAM
773
Moloney Securities Asset Management
Missouri
$4.19M -$643K -2,270 -13%
NCM
774
Nelson Capital Management
California
$4.19M +$79.9K +282 +2%
AAMA
775
Advanced Asset Management Advisors
Ohio
$4.19M