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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
776
Integrated Wealth Concepts
Massachusetts
$5.07M -$2.21M -6,976 -31%
MPM
777
Meritage Portfolio Management
Kansas
$5.07M -$153K -483 -3%
CSP
778
Cary Street Partners
Virginia
$5.07M +$653K +2,057 +15%
MC
779
Moors & Cabot
Massachusetts
$5.05M +$114K +359 +2%
SF
780
Summit Financial
New Jersey
$5.05M +$570K +1,796 +13%
JF
781
Jump Financial
Illinois
$5.04M -$1.9M -5,983 -28%
IIM
782
Intact Investment Management
Quebec, Canada
$5.01M -$2.25M -7,100 -32%
PWM
783
Perigon Wealth Management
California
$5M -$336K -1,060 -6%
PFA
784
Pathway Financial Advisers
Indiana
$5M -$36.8K -116 -0.8%
ONB
785
Old National Bancorp
Indiana
$4.99M -$1.05M -3,306 -18%
MGIA
786
Moneta Group Investment Advisors
Missouri
$4.98M +$491K +1,549 +11%
HNWAG
787
High Net Worth Advisory Group
Florida
$4.94M +$634 +2 +0%
GT
788
Greenleaf Trust
Michigan
$4.94M +$41.6K +131 +0.9%
HW
789
HORAN Wealth
Ohio
$4.93M +$54.9K +173 +1%
BAAM
790
Baker Avenue Asset Management
California
$4.93M +$130K +411 +3%
O
791
Ossiam
France
$4.93M +$1.59M +5,024 +50%
BFM
792
Boothbay Fund Management
New York
$4.92M +$3.33M +10,507 +232%
BSAM
793
Blue Square Asset Management
New York
$4.91M -$108K -340 -2%
AAMA
794
Advanced Asset Management Advisors
Ohio
$4.91M
ISL
795
Ingalls & Snyder LLC
New York
$4.91M -$221K -696 -4%
TNBTD
796
Trustmark National Bank Trust Department
Mississippi
$4.89M -$144K -454 -3%
SWM
797
SeaCrest Wealth Management
New York
$4.89M -$85.6K -270 -2%
VAS
798
Vestmark Advisory Solutions
Massachusetts
$4.88M +$2.39M +7,550 +102%
RCA
799
Resonant Capital Advisors
Wisconsin
$4.86M +$429K +1,352 +10%
PMWMG
800
Parr McKnight Wealth Management Group
Minnesota
$4.86M -$39.7K -125 -0.8%