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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1251
Sonora Investment Management
Arizona
$666K +$296K +1,333 +83%
VF
1252
Virtu Financial
New York
$664K -$3.62M -16,279 -85%
CWS
1253
Cypress Wealth Services
California
$663K +$154K +695 +31%
PIA
1254
Pinion Investment Advisors
Kansas
$660K -$72.9K -328 -10%
BRA
1255
Blue Rock Advisors
Minnesota
$659K -$165K -744 -20%
MF
1256
Magnetar Financial
Illinois
$658K +$644K +2,900 New
TCM
1257
Traynor Capital Management
Pennsylvania
$657K -$22K -99 -3%
CAG
1258
Csenge Advisory Group
Florida
$656K +$657K +2,958 New
EI
1259
Ethic Inc
New York
$649K -$619K -2,785 -49%
BL
1260
Balentine LLC
Georgia
$648K +$325K +1,461 +105%
BA
1261
Bridge Advisory
California
$646K
Luther King Capital Management (LKCM)
1262
Luther King Capital Management (LKCM)
Texas
$642K +$629K +2,831 New
ANB
1263
Amarillo National Bank
Texas
$640K
RDWM
1264
Red Door Wealth Management
Tennessee
$640K +$184K +830 +42%
PM
1265
Parametrica Management
Hong Kong
$639K -$2.2M -9,900 -78%
JHP
1266
James Hambro & Partners
United Kingdom
$639K -$533K -2,397 -46%
NB
1267
Nicolet Bankshares
Wisconsin
$632K
NP
1268
NorthRock Partners
Minnesota
$630K -$5.11K -23 -0.8%
MG
1269
Mather Group
Illinois
$630K +$21.3K +96 +4%
MWM
1270
Mission Wealth Management
California
$627K +$88.9K +400 +17%
FA
1271
Fagan Associates
New York
$624K -$6.91M -31,105 -92%
EWM
1272
Empirical Wealth Management
Washington
$624K +$21.6K +97 +4%
MSFS
1273
Main Street Financial Solutions
Pennsylvania
$624K +$74.4K +335 +14%
ODG
1274
O'Dell Group
Ohio
$623K +$140K +629 +30%
HPC
1275
HM Payson & Co
Maine
$621K +$25.1K +113 +4%