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Name Holding Trade Value Shares
Change
Change in
Stake
SAW
576
Signal Advisors Wealth
Michigan
$602K -$121K -456 -21%
PM
577
Pembroke Management
Quebec, Canada
$601K +$451K +1,696 New
SRS
578
Strong Retirement Solutions
Washington
$595K -$127K -478 -22%
LBC
579
Leigh Baldwin & Co
New York
$592K +$9.31K +35 +2%
3F
580
360 Financial
Minnesota
$592K – – –
CCM
581
Coldstream Capital Management
Washington
$583K -$184K -693 -30%
BAAM
582
Baker Avenue Asset Management
California
$576K +$7.18K +27 +2%
Optiver Holding
583
Optiver Holding
Netherlands
$570K -$8.44M -31,752 -95%
KWM
584
Keebeck Wealth Management
Illinois
$569K +$71.3K +268 +20%
MGIA
585
Moneta Group Investment Advisors
Missouri
$569K +$426K +1,604 New
AI
586
ArchPoint Investors
Florida
$567K – – –
FG
587
Formula Growth
Quebec, Canada
$567K +$425K +1,600 New
KFS
588
Kaizen Financial Strategies
California
$567K -$285K -1,070 -39%
PJSIMP
589
P.J. Schmidt Investment Management (PJS)
Wisconsin
$563K – – –
SFG
590
SNS Financial Group
Minnesota
$553K +$415K +1,560 New
BTI
591
Blue Trust Inc
Georgia
$551K -$453K -1,702 -52%
SP
592
SmartHarvest Portfolios
Washington
$550K +$35.1K +132 +9%
EAN
593
Excelsior Advisor Network
Colorado
$547K +$411K +1,544 New
DT
594
Diversified Trust
Tennessee
$546K +$3.19K +12 +0.8%
CCP
595
Cane Capital Partners
Louisiana
$545K +$409K +1,538 New
SI
596
Symmetry Investments
Jersey
$545K +$409K +1,537 New
WANY
597
Wealthspire Advisors (New York)
New York
$545K +$409K +1,537 New
MAM
598
Mystic Asset Management
Rhode Island
$544K -$93.1K -350 -19%
SSA
599
Schonfeld Strategic Advisors
New York
$537K -$91.4M -343,807 -100%
FM
600
Family Management
New York
$534K +$401K +1,507 New