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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
701
Clarius Group LLC
Washington
$468K -$66.7K -215 -13%
Baldwin Investment Management
702
Baldwin Investment Management
Pennsylvania
$467K – – –
CC
703
Corton Capital
Ontario, Canada
$465K +$432K +1,392 New
WFI
704
West Family Investments
California
$464K +$4.65K +15 +1%
North Star Investment Management
705
North Star Investment Management
Illinois
$464K – – –
Fort Point Capital Partners
706
Fort Point Capital Partners
California
$461K -$12.4K -40 -3%
AFO
707
Arrowroot Family Office
California
$460K – – –
SeaCrest Wealth Management
708
SeaCrest Wealth Management
New York
$460K +$6.82K +22 +2%
Forum Financial Management
709
Forum Financial Management
Illinois
$459K +$96.4K +311 +29%
Sage Mountain Advisors
710
Sage Mountain Advisors
Georgia
$454K +$62.6K +202 +17%
UMB Bank
711
UMB Bank
Missouri
$454K -$201K -649 -32%
Americana Partners
712
Americana Partners
Texas
$449K +$27.9K +90 +7%
NOI
713
Newton One Investments
Delaware
$446K – – –
GTS Securities
714
GTS Securities
Florida
$441K -$2.76M -8,907 -87%
Perpetual Ltd
715
Perpetual Ltd
Australia
$438K -$6.2K -20 -2%
Wellspring Financial Advisors
716
Wellspring Financial Advisors
Ohio
$435K -$8.06K -26 -2%
Amplius Wealth Advisors
717
Amplius Wealth Advisors
Pennsylvania
$430K -$4.96K -16 -1%
Geller Advisors
718
Geller Advisors
New York
$429K -$620 -2 -0.2%
GWM
719
Gibbs Wealth Management
Georgia
$427K +$397K +1,281 New
SYM Financial Corp
720
SYM Financial Corp
Indiana
$427K +$9.9K +32 +3%
AE Wealth Management
721
AE Wealth Management
Kansas
$426K -$489K -1,577 -55%
Brooklyn Investment Group
722
Brooklyn Investment Group
New York
$424K -$4.03K -13 -1%
NDSI
723
Newman Dignan & Sheerar Inc
Rhode Island
$423K -$310 -1 -0.1%
Pinnacle Associates
724
Pinnacle Associates
New York
$423K -$38.1K -123 -9%
RFN
725
RDA Financial Network
Iowa
$417K – – –