BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
626
Cascadia Advisory Services
Oregon
$214K +$212K +1,326 New
CM
627
Capula Management
Cayman Islands
$214K +$212K +1,327 New
CRC
628
Curi RMB Capital
Illinois
$212K +$210K +1,314 New
IFG
629
Independent Financial Group
California
$208K +$206K +1,289 New
GWSG
630
GPS Wealth Strategies Group
Colorado
$208K +$45.6K +285 +28%
IAN
631
Integrated Advisors Network
Texas
$208K +$206K +1,287 New
IA
632
IFP Advisors
Florida
$206K +$131K +817 +173%
PCA
633
Personal Capital Advisors
California
$206K +$204K +1,274 New
AWM
634
Aries Wealth Management
Maine
$206K +$204K +1,276 New
OCM
635
Orser Capital Management
Texas
$204K +$201K +1,260 New
MSR
636
Main Street Research
Connecticut
$204K +$202K +1,266 New
BHBT
637
Burke & Herbert Bank & Trust
Virginia
$203K +$202K +1,261 New
LJHT
638
Laurie J. Hall Trustee
$202K – – –
KFI
639
Key Financial Inc
Pennsylvania
$201K – – –
EF
640
Empirical Finance
Pennsylvania
$200K +$198K +1,241 New
DCM
641
Dupont Capital Management
Delaware
$192K -$850K -5,317 -82%
AII
642
AGF Investments Inc
Ontario, Canada
$188K -$22.1K -138 -11%
CWP
643
Concord Wealth Partners
Virginia
$188K +$20.1K +126 +12%
Bank Julius Baer & Co
644
Bank Julius Baer & Co
Switzerland
$178K +$160 +1 +0.1%
FGAM
645
Financial Gravity Asset Management
Texas
$176K +$13.9K +87 New
CI
646
CX Institutional
Indiana
$173K +$5.75K +36 +3%
CFGS
647
Concourse Financial Group Securities
Alabama
$156K -$1.92K -12 -1%
HCP
648
Hexagon Capital Partners
Arkansas
$152K +$38.2K +239 +34%
MC
649
Maverick Capital
Texas
$142K +$7.67K +48 +6%
TCOV
650
Trust Company of Vermont
Vermont
$127K – – –