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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
751
Chicago Partners Investment Group
Illinois
$2.63M -$248K -1,204 -10%
NS
752
NBC Securities
Alabama
$2.63M +$736K +3,577 +42%
IA
753
IFP Advisors
Florida
$2.61M +$194K +944 +9%
RWM
754
Ritholtz Wealth Management
New York
$2.59M +$112K +546 +5%
MYIA
755
Mount Yale Investment Advisors
Colorado
$2.57M +$506K +2,458 +26%
NB
756
NBT Bank
New York
$2.57M -$212K -1,032 -8%
Bank Julius Baer & Co
757
Bank Julius Baer & Co
Switzerland
$2.57M -$330K -1,606 -12%
CGIM
758
Capital Group Investment Management
Singapore
$2.57M -$275K -1,339 -10%
ACM
759
Ategra Capital Management
Virginia
$2.54M
Kovitz Investment Group Partners
760
Kovitz Investment Group Partners
Illinois
$2.54M -$3.94M -19,178 -62%
VT
761
Vise Technologies
New York
$2.52M +$420K +2,041 +21%
FFN
762
Focus Financial Network
Minnesota
$2.51M -$374K -1,818 -14%
MWM
763
Mission Wealth Management
California
$2.51M -$921K -4,479 -28%
PGWM
764
Pitti Group Wealth Management
New York
$2.51M +$13.4K +65 +0.6%
EWM
765
Evercore Wealth Management
New York
$2.51M -$41.1K -200 -2%
PA
766
Profund Advisors
Maryland
$2.5M -$96K -467 -4%
MFG
767
MidWestOne Financial Group
Iowa
$2.5M +$166K +809 +8%
ASBI
768
American State Bank (Iowa)
Iowa
$2.47M +$72.4K +352 +3%
WE
769
Wealth Effects
Massachusetts
$2.47M +$213K +1,038 +10%
MWM
770
MFG Wealth Management
Indiana
$2.46M +$435K +2,116 +23%
VWA
771
Visionary Wealth Advisors
Illinois
$2.45M -$37K -180 -2%
Capstone Investment Advisors
772
Capstone Investment Advisors
New York
$2.45M -$1.39M -6,744 -37%
FIA
773
FNY Investment Advisers
New York
$2.44M -$62.5K -304 -3%
GI
774
GAMMA Investing
California
$2.44M +$107K +522 +5%
GWMR
775
GC Wealth Management RIA
Massachusetts
$2.44M -$1.14M -5,522 -33%