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Name Holding Trade Value Shares
Change
Change in
Stake
HI
551
Humankind Investments
New York
$441K -$61.5K -283 -13%
CP
552
Camelot Portfolios
Ohio
$440K +$413K +1,900 New
PGFC
553
Peapack-Gladstone Financial Corp
New Jersey
$437K +$217 +1 +0.1%
JMFC
554
J.M. Forbes & Co
Massachusetts
$433K – – –
MIM
555
Morningstar Investment Management
Illinois
$432K – – –
FW
556
FullCircle Wealth
Texas
$431K +$414K +1,906 New
JCM
557
Jacobi Capital Management
Pennsylvania
$430K +$41.7K +192 +12%
PFG
558
PAX Financial Group
Texas
$430K -$21.1K -97 -5%
CSPIA
559
Cary Street Partners Investment Advisory
Virginia
$427K +$4.13K +19 +1%
PWM
560
Proathlete Wealth Management
Florida
$427K -$15K -69 -4%
RPA
561
Rock Point Advisors
Vermont
$427K – – –
NAS
562
Nicolet Advisory Services
Wisconsin
$426K +$53.5K +246 +16%
BFG
563
Bleakley Financial Group
New Jersey
$425K -$50.2K -231 -11%
SW
564
Simplicity Wealth
New Jersey
$424K -$50.4K -232 -11%
IAIM
565
International Assets Investment Management
Florida
$420K +$21.7K +100 +6%
TRIA
566
Trail Ridge Investment Advisors
Colorado
$419K – – –
A
567
Allianz
Germany
$417K +$36.5K +168 +10%
GM
568
GeoWealth Management
Illinois
$416K +$311K +1,433 +398%
AT
569
Arden Trust
Delaware
$413K – – –
SC
570
Syon Capital
California
$410K +$8.69K +40 +2%
PI
571
PFG Investments
New York
$405K -$22.8K -105 -6%
SPIA
572
Steward Partners Investment Advisory
New York
$404K -$28K -129 -7%
Twin Tree Management
573
Twin Tree Management
Texas
$403K +$377K +1,737 New
HAG
574
HighPoint Advisor Group
Illinois
$402K -$1.74K -8 -0.4%
VA
575
Vident Advisory
Georgia
$400K -$145K -668 -28%