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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
676
Calamos Wealth Management
Illinois
$235K +$2.83K +13 +1%
LSAG
677
Lake Street Advisors Group
New Hampshire
$234K +$219K +1,008 New
AWE
678
Avidian Wealth Enterprises
Texas
$234K +$17K +78 +8%
VCG
679
Vantage Consulting Group
Virginia
$233K -$13K -60 -6%
CI
680
CX Institutional
Indiana
$233K +$218K +1,005 New
DA
681
DCF Advisers
Connecticut
$232K +$217K +1,000 New
ACP
682
Aviance Capital Partners
Florida
$229K +$4.13K +19 +2%
FSA
683
Fort Sheridan Advisors
Illinois
$225K -$21.7K -100 -9%
NGA
684
Naples Global Advisors
Florida
$223K
SGI
685
Summit Global Investments
Utah
$223K +$209K +962 New
Bank Julius Baer & Co
686
Bank Julius Baer & Co
Switzerland
$220K -$251K -1,155 -58%
NCMW
687
Northern Capital Management (Washington)
Washington
$220K
NSAM
688
North Star Asset Management
Wisconsin
$219K
CIS
689
Custom Index Systems
New York
$218K +$205K +941 New
LB
690
Legacy Bridge
Iowa
$218K
PA
691
Probity Advisors
Texas
$217K +$204K +938 New
DM
692
Deerfield Management
New York
$216K +$202K +931 New
EP
693
Edgestream Partners
New Jersey
$215K -$157K -721 -44%
FCM
694
Fourpath Capital Management
Oklahoma
$215K -$23K -106 -10%
LCM
695
LCM Capital Management
Illinois
$215K +$202K +928 New
MWM
696
Mascoma Wealth Management
New Hampshire
$214K
OPCM
697
Osborne Partners Capital Management
California
$214K +$201K +925 New
PAA
698
Peregrine Asset Advisers
Oregon
$214K +$201K +923 New
NIM
699
Nexus Investment Management
Ontario, Canada
$213K +$200K +920 New
APW
700
Acima Private Wealth
Virginia
$212K