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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
501
Proficio Capital Partners
Massachusetts
$507K +$951 +5 +0.2%
MPCG
502
Matrix Private Capital Group
New York
$498K -$380 -2 -0.1%
Group One Trading
503
Group One Trading
Illinois
$481K +$143K +750 +47%
SWM
504
Salvus Wealth Management
New Jersey
$471K +$160K +839 +58%
CA
505
CoreCap Advisors
Michigan
$468K +$434K +2,284 New
IRF
506
IBM Retirement Fund
New York
$466K -$317K -1,667 -42%
MG
507
Mather Group
Illinois
$464K +$431K +2,266 New
PFO
508
Pathstone Family Office
New Jersey
$454K +$12.2K +64 +3%
OC
509
Oppenheimer & Co
New York
$453K +$5.32K +28 +1%
EWA
510
EP Wealth Advisors
California
$453K +$8.56K +45 +2%
Northwestern Mutual Wealth Management
511
Northwestern Mutual Wealth Management
Wisconsin
$452K +$6.08K +32 +1%
YMRC
512
Yorktown Management & Research Company
Virginia
$451K
AIA
513
Affinity Investment Advisors
California
$448K +$100K +528 +32%
EWA
514
EverSource Wealth Advisors
Alabama
$441K +$409K +2,152 New
EF
515
Empirical Finance
Pennsylvania
$437K +$126K +662 +45%
GT
516
Greenleaf Trust
Michigan
$431K +$11K +58 +3%
PDN
517
Pensionfund DSM Netherlands
Netherlands
$430K
GC
518
Globeflex Capital
California
$426K -$2.85K -15 -0.7%
GF
519
Gries Financial
Ohio
$417K +$14.3K +75 +4%
WA
520
Wealth Alliance
New York
$414K -$98.7K -519 -20%
VWM
521
Valley Wealth Managers
New Jersey
$414K +$35.2K +185 +10%
DMBA
522
Deseret Mutual Benefit Administrators
Utah
$414K +$79.9K +420 +26%
OPPTF
523
OPSEU Pension Plan Trust Fund
Ontario, Canada
$410K +$3.8K +20 +1%
RCA
524
Roberts Capital Advisors
Colorado
$410K +$380K +2,000 New
Rockefeller Capital Management
525
Rockefeller Capital Management
New York
$409K +$72.4K +381 +24%