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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
676
Texas Capital Bank Wealth Management Services
Texas
$236K +$221K +1,018 New
CWM
677
Calamos Wealth Management
Illinois
$235K +$2.83K +13 +1%
LSAG
678
Lake Street Advisors Group
New Hampshire
$234K +$219K +1,008 New
AWE
679
Avidian Wealth Enterprises
Texas
$234K +$17K +78 +8%
VCG
680
Vantage Consulting Group
Virginia
$233K -$13K -60 -6%
CI
681
CX Institutional
Indiana
$233K +$218K +1,005 New
DA
682
DCF Advisers
Connecticut
$232K +$217K +1,000 New
ACP
683
Aviance Capital Partners
Florida
$229K +$4.13K +19 +2%
FSA
684
Fort Sheridan Advisors
Illinois
$225K -$21.7K -100 -9%
NGA
685
Naples Global Advisors
Florida
$223K – – –
SGI
686
Summit Global Investments
Utah
$223K +$209K +962 New
Bank Julius Baer & Co
687
Bank Julius Baer & Co
Switzerland
$220K -$251K -1,155 -58%
NCMW
688
Northern Capital Management (Washington)
Washington
$220K – – –
NSAM
689
North Star Asset Management
Wisconsin
$219K – – –
CIS
690
Custom Index Systems
New York
$218K +$205K +941 New
LB
691
Legacy Bridge
Iowa
$218K – – –
PA
692
Probity Advisors
Texas
$217K +$204K +938 New
DM
693
Deerfield Management
New York
$216K +$202K +931 New
EP
694
Edgestream Partners
New Jersey
$215K -$157K -721 -44%
FCM
695
Fourpath Capital Management
Oklahoma
$215K -$23K -106 -10%
LCM
696
LCM Capital Management
Illinois
$215K +$202K +928 New
MWM
697
Mascoma Wealth Management
New Hampshire
$214K – – –
OPCM
698
Osborne Partners Capital Management
California
$214K +$201K +925 New
PAA
699
Peregrine Asset Advisers
Oregon
$214K +$201K +923 New
NIM
700
Nexus Investment Management
Ontario, Canada
$213K +$200K +920 New