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Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
576
Macquarie Group
Australia
$519K -$2.81M -36,261 -85%
IWM
577
IHT Wealth Management
Illinois
$515K +$68.9K +889 +17%
CW
578
CreativeOne Wealth
Kansas
$515K +$188K +2,420 +65%
PP
579
PDS Planning
Ohio
$513K -$64.4K -831 -12%
AG
580
Algert Global
California
$503K +$465K +5,995 New
SWM
581
Segment Wealth Management
Texas
$501K
IUHSA
582
Itau Unibanco Holding S.A.
Brazil
$496K +$364K +4,693 +386%
EGA
583
Eagle Global Advisors
Texas
$495K
SC
584
Sapient Capital
Indiana
$491K -$3.8K -49 -0.8%
CFO
585
Callan Family Office
Pennsylvania
$488K +$3.72K +48 +0.8%
HAG
586
HighPoint Advisor Group
Illinois
$485K +$4.73K +61 +1%
CCC
587
Chesapeake Capital Corp
Florida
$479K +$443K +5,715 New
KP
588
Keel Point
Alabama
$476K +$2.02K +26 +0.5%
Lido Advisors
589
Lido Advisors
California
$471K +$23.1K +298 +6%
SMWM
590
Silvia McColl Wealth Management
California
$470K
ACIM
591
Azimuth Capital Investment Management
Michigan
$470K +$28.7K +370 +7%
CS
592
Candriam SCA
Luxembourg
$469K +$129K +1,667 +43%
VAS
593
Vestmark Advisory Solutions
Massachusetts
$468K -$200K -2,584 -32%
SIC
594
Samalin Investment Counsel
New York
$463K -$1.24K -16 -0.3%
CFM
595
Catalyst Funds Management
Australia
$461K -$1.93M -24,900 -82%
MSFP
596
Mark Sheptoff Financial Planning
Connecticut
$461K +$426K +5,495 New
MWM
597
Modera Wealth Management
New Jersey
$459K -$78 -1 -0%
NP
598
Nilsine Partners
Colorado
$459K +$424K +5,469 New
IAA
599
Independent Advisor Alliance
North Carolina
$455K +$187K +2,414 +80%
HIC
600
Holderness Investments Company
North Carolina
$454K -$87.5K -1,129 -17%