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Name Holding Trade Value Shares
Change
Change in
Stake
HIP
1576
HUB Investment Partners
Texas
$628K -$117K -471 -17%
SRC
1577
Shufro Rose & Co
New York
$626K
PFGIA
1578
Patriot Financial Group Insurance Agency
Massachusetts
$625K -$61.5K -247 -10%
CRC
1579
Curi RMB Capital
Illinois
$623K +$88.1K +354 +18%
BAM
1580
Blueshift Asset Management
New Jersey
$621K +$570K +2,290 New
AWM
1581
Accurate Wealth Management
Florida
$620K +$44.8K +180 +9%
CWP
1582
Cyndeo Wealth Partners
Florida
$619K +$26.9K +108 +5%
SS
1583
Sunbelt Securities
Texas
$614K +$80.7K +324 +17%
CA
1584
Crumly & Associates
Illinois
$613K +$13.7K +55 +2%
CAM
1585
Covenant Asset Management
New Jersey
$613K -$49.8K -200 -8%
ATFA
1586
All Terrain Financial Advisors
Minnesota
$613K
BHIA
1587
Birch Hill Investment Advisors
Massachusetts
$610K
CCG
1588
Cypress Capital Group
Florida
$609K +$11.2K +45 +2%
ECM
1589
Estabrook Capital Management
New York
$609K
UB
1590
Umpqua Bank
Oregon
$608K +$5.98K +24 +1%
QPW
1591
Quantum Private Wealth
Florida
$607K
DWM
1592
Dechtman Wealth Management
Colorado
$607K +$1.74K +7 +0.3%
AWM
1593
Arista Wealth Management
Nevada
$607K +$6.47K +26 +1%
PWM
1594
Partnership Wealth Management
Maryland
$607K -$66.2K -266 -11%
LC
1595
Lavaca Capital
Texas
$605K -$845K -3,395 -60%
CD
1596
Chapin Davis
Maryland
$604K -$2.99K -12 -0.5%
Kayne Anderson Rudnick Investment Management
1597
Kayne Anderson Rudnick Investment Management
California
$600K
SFG
1598
Sunburst Financial Group
Alabama
$600K
CA
1599
Claro Advisors
Massachusetts
$599K +$41.1K +165 +8%
WA
1600
Wealth Architects
California
$598K -$5.23K -21 -0.9%