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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
176
Cetera Advisor Networks
California
$1.96M +$488K +7,565 +32%
RIA
177
Recurrent Investment Advisors
Texas
$1.95M
Vanguard Personalized Indexing Management
178
Vanguard Personalized Indexing Management
California
$1.95M -$31.6K -490 -2%
Squarepoint
179
Squarepoint
New York
$1.93M +$1.97M +30,480 New
WA
180
Wambolt & Associates
Colorado
$1.92M +$251K +3,897 +15%
AWM
181
Avitas Wealth Management
California
$1.91M +$1.94M +30,139 New
SAM
182
Silvercrest Asset Management
New York
$1.91M
MCM
183
Mitchell Capital Management
Kansas
$1.87M +$476K +7,389 +34%
FFM
184
Forum Financial Management
Illinois
$1.85M -$516 -8 -0%
MIM
185
Montgomery Investment Management
Maryland
$1.85M
RWA
186
Rainsberger Wealth Advisors
Colorado
$1.84M +$181K +2,808 +11%
RPC
187
Rossmore Private Capital
Connecticut
$1.83M -$51.6K -800 -3%
NW
188
Naviter Wealth
Arkansas
$1.82M -$17.7K -274 -0.9%
PGFC
189
Peapack-Gladstone Financial Corp
New Jersey
$1.82M -$71.6K -1,111 -4%
S
190
SignatureFD
Georgia
$1.81M +$19.9K +309 +1%
NA
191
NewEdge Advisors
Louisiana
$1.78M +$68.9K +1,068 +4%
Schroder Investment Management Group
192
Schroder Investment Management Group
United Kingdom
$1.74M +$167K +2,589 +10%
SI
193
Sprott Inc
Ontario, Canada
$1.72M +$192K +2,975 +12%
SFP
194
Shepherd Financial Partners
Massachusetts
$1.69M +$7.87K +122 +0.5%
SB
195
Simmons Bank
Arkansas
$1.63M +$570K +8,833 +53%
WI
196
Wintrust Investments
Illinois
$1.59M -$32.5K -504 -2%
Bessemer Group
197
Bessemer Group
New Jersey
$1.57M +$1.23M +19,032 +333%
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.57M -$63.1K -979 -4%
ASN
199
Advisory Services Network
Georgia
$1.56M +$23.1K +359 +1%
GC
200
Guggenheim Capital
Illinois
$1.56M +$91.9K +1,425 +6%