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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
501
Dogwood Wealth Management
Kansas
$524K +$159K +819 +37%
PCMI
502
Paradigm Capital Management Inc
New York
$522K
HWM
503
HB Wealth Management
Georgia
$520K -$77.7K -400 -12%
Vontobel Holding
504
Vontobel Holding
Switzerland
$520K
RHJA
505
Rice Hall James & Associates
California
$519K -$5.63K -29 -1%
MF
506
Magnetar Financial
Illinois
$516K +$576K +2,963 New
LFAS
507
Level Four Advisory Services
Texas
$512K -$21.8K -112 -4%
O
508
Ossiam
France
$503K -$427K -2,200 -43%
LFA
509
Laraway Financial Advisors
Minnesota
$498K
AWM
510
Apollon Wealth Management
South Carolina
$492K -$22K -113 -4%
CTC
511
Central Trust Company
Missouri
$491K -$164K -842 -23%
EC
512
EntryPoint Capital
New York
$490K +$136K +698 +33%
MAS
513
Meeder Advisory Services
Ohio
$471K -$82.8K -426 -14%
NP
514
NorthRock Partners
Minnesota
$471K +$94.6K +487 +22%
S
515
SignatureFD
Georgia
$471K +$14K +72 +3%
MYAM
516
Meiji Yasuda Asset Management
Japan
$471K -$21.4K -110 -4%
JSSH
517
J. Safra Sarasin Holding
$468K +$522K +2,687 New
PP
518
Prudential plc
United Kingdom
$462K
WPI
519
Walter Public Investments
Canada
$446K
DIM
520
Delta Investment Management
California
$443K -$24.7K -127 -5%
PTC
521
Petrus Trust Company
Texas
$438K +$488K +2,514 New
SC
522
Savant Capital
Illinois
$426K +$1.55K +8 +0.3%
HAG
523
HighPoint Advisor Group
Illinois
$423K -$33.8K -174 -7%
EI
524
Ellevest Inc
New York
$419K -$48.2K -248 -9%
Northwestern Mutual Wealth Management
525
Northwestern Mutual Wealth Management
Wisconsin
$418K -$224K -1,155 -32%