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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
501
Clarius Group LLC
Washington
$587K +$28.5K +763 +5%
GSC
502
Grey Street Capital
Illinois
$583K +$574K +15,363 New
CAM
503
Cresset Asset Management
Illinois
$582K -$35K -936 -6%
CFGS
504
Concourse Financial Group Securities
Alabama
$582K +$53K +1,418 +10%
JCM
505
J2 Capital Management
Michigan
$581K +$116K +3,118 +26%
MCM
506
Mill Capital Management
North Carolina
$577K -$115K -3,066 -17%
WI
507
Wintrust Investments
Illinois
$576K +$16.3K +435 +3%
MWM
508
Mission Wealth Management
California
$575K +$52.2K +1,397 +10%
HFS
509
Hantz Financial Services
Michigan
$574K +$486 +13 +0.1%
KWM
510
Keebeck Wealth Management
Illinois
$571K +$2.13K +57 +0.4%
BFS
511
Burrus Financial Services
Utah
$571K -$62.1K -1,663 -10%
MFG
512
Merit Financial Group
Georgia
$570K -$5.08K -136 -0.9%
IR
513
IAT Reinsurance
New York
$569K
BIM
514
Bridges Investment Management
Nebraska
$557K -$27.6K -740 -5%
GWM
515
Geneos Wealth Management
Colorado
$554K -$115K -3,085 -17%
KS
516
Karpas Strategies
Connecticut
$553K
SBH
517
Segall Bryant & Hamill
Illinois
$552K -$5.98K -160 -1%
KCM
518
Kanawha Capital Management
Virginia
$548K +$9.27K +248 +2%
CGA
519
Crescent Grove Advisors
Illinois
$547K -$313K -8,388 -37%
WIM
520
WealthPlan Investment Management
Nebraska
$547K -$191K -5,119 -26%
BTI
521
Blue Trust Inc
Georgia
$543K -$804K -21,533 -58%
FFWA
522
FRG Family Wealth Advisors
Washington
$540K -$29.1K -780 -5%
IRC
523
Investors Research Corp
Georgia
$540K
Koshinski Asset Management
524
Koshinski Asset Management
Illinois
$538K -$30.4K -813 -5%
ACG
525
Allen Capital Group
Nebraska
$535K +$527K +14,107 New