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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
576
McKinley Capital Management
Alaska
$965K -$231K -348 -18%
LAM
577
Lifestyle Asset Management
Texas
$962K +$1.09M +1,634 New
HIIFS
578
Harel Insurance Investments & Financial Services
Israel
$961K +$199K +299 +22%
CGL
579
Clarius Group LLC
Washington
$957K -$124K -186 -10%
STA
580
Summit Trail Advisors
New York
$956K -$84.3K -127 -7%
Carson Wealth (CWM LLC)
581
Carson Wealth (CWM LLC)
Nebraska
$953K +$85K +128 +9%
DWP
582
Daymark Wealth Partners
Ohio
$952K +$81.7K +123 +8%
MAWA
583
Moss Adams Wealth Advisors
Washington
$945K
USCWA
584
U.S. Capital Wealth Advisors
Texas
$945K +$9.3K +14 +0.9%
MFGM
585
Marshall Financial Group (Maryland)
Maryland
$938K -$8.63K -13 -0.8%
VFA
586
Valeo Financial Advisors
Indiana
$933K +$1.33K +2 +0.1%
MGWM
587
Marks Group Wealth Management
Minnesota
$930K +$328K +494 +45%
VCA
588
Verdence Capital Advisors
Maryland
$928K +$81.7K +123 +8%
PI
589
PFG Investments
New York
$928K +$317K +477 +43%
TGCMU
590
Titan Global Capital Management USA
New York
$909K +$296K +446 +41%
JSL
591
JT Stratford LLC
Georgia
$906K -$1.33K -2 -0.1%
MOS
592
MGO One Seven
Ohio
$893K -$43.8K -66 -4%
IFG
593
Independent Financial Group
California
$889K -$1.86M -2,802 -65%
SFA
594
Souders Financial Advisors
Ohio
$887K -$35.2K -53 -3%
KA
595
Kerrisdale Advisers
Florida
$881K -$169K -255 -15%
JCM
596
Jag Capital Management
Missouri
$875K -$522K -786 -35%
ECM
597
Exchange Capital Management
Michigan
$871K -$18.6K -28 -2%
SFP
598
Shepherd Financial Partners
Massachusetts
$869K -$19.3K -29 -2%
LIM
599
Leavell Investment Management
Alabama
$869K +$49.8K +75 +5%
CFB
600
Cullen/Frost Bankers
Texas
$867K +$19.3K +29 +2%