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Apogee Enterprises

Name Holding Trade Value Shares
Change
Change in
Stake
C
201
Covestor
United Kingdom
$10K +$1.16K +31 +15%
SAM
202
Smartleaf Asset Management
Massachusetts
$9.54K – – –
HFS
203
Hantz Financial Services
Michigan
$9K +$1.16K +31 +18%
IA
204
IFP Advisors
Florida
$8.55K +$6.24K +167 +835%
KG
205
Kilter Group
New York
$7.64K – – –
AF
206
Advisornet Financial
Minnesota
$6.82K – – –
Jones Financial Companies
207
Jones Financial Companies
Missouri
$6.62K +$1.53K +41 +44%
RIL
208
Rothschild Investment LLC
Illinois
$6.4K +$4.41K +118 +536%
UB
209
UMB Bank
Missouri
$5.99K +$1.68K +45 +52%
FP
210
Financial Perspectives
Minnesota
$4.57K – – –
Barrow, Hanley, Mewhinney & Strauss
211
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.98K – – –
MIM
212
MTM Investment Management
South Carolina
$2.29K – – –
QL
213
Quarry LP
New York
$2.15K -$672 -18 -28%
SS
214
SBI Securities
Japan
$2.01K – – –
CI
215
CX Institutional
Indiana
$2K – – –
Optiver Holding
216
Optiver Holding
Netherlands
$1.78K +$1.46K +39 New
KFA
217
Kelleher Financial Advisors
New York
$1.74K +$1.42K +38 New
EP
218
Essential Partners
California
$1.55K +$1.08K +29 +580%
FFO
219
Fortitude Family Office
Arizona
$1.05K – – –
CA
220
Clearstead Advisors
Ohio
$961 +$784 +21 New
LFG
221
Larson Financial Group
Missouri
$961 +$784 +21 New
QC
222
Quent Capital
New York
$915 +$747 +20 New
VWA
223
Valued Wealth Advisors
Utah
$870 +$710 +19 New
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$869 -$187 -5 -21%
KFAS
225
Keating Financial Advisory Services
Kansas
$778 +$635 +17 New