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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
601
Private Capital Group
Connecticut
$957K -$3.14K -16 -0.3%
RIM
602
Redwood Investment Management
Arizona
$950K +$895K +4,565 New
CFGS
603
Concourse Financial Group Securities
Alabama
$948K -$1.18K -6 -0.1%
DFA
604
Delta Financial Advisors
Louisiana
$938K – – –
BWAM
605
Boyd Watterson Asset Management
Ohio
$927K – – –
MIP
606
Marietta Investment Partners
Wisconsin
$920K – – –
AIM
607
ARGA Investment Management
Connecticut
$919K -$207K -1,056 -19%
GAG
608
GM Advisory Group
New York
$913K -$1.42M -7,218 -62%
SWA
609
SFMG Wealth Advisors
Texas
$909K +$39.2K +200 +5%
FMT
610
First Mercantile Trust
Tennessee
$902K +$7.84K +40 +0.9%
JIC
611
Johnson Investment Counsel
Ohio
$901K -$79.6K -406 -9%
ECM
612
ExodusPoint Capital Management
New York
$886K -$1.04M -5,317 -56%
SWP
613
Stratos Wealth Partners
Ohio
$877K -$54.3K -277 -6%
IFWM
614
Institute for Wealth Management
Colorado
$862K – – –
FB
615
Fulton Bank
Pennsylvania
$855K -$14.7K -75 -2%
BFG
616
Beacon Financial Group
Texas
$855K +$19.4K +99 +3%
BAMCO Inc
617
BAMCO Inc
New York
$854K +$804K +4,100 New
CCP
618
Corient Capital Partners
California
$844K +$77.7K +396 +11%
EP
619
Edgestream Partners
New Jersey
$842K -$371K -1,890 -32%
MYAM
620
Meiji Yasuda Asset Management
Japan
$840K -$98.1K -500 -11%
OAM
621
Optimal Asset Management
California
$838K -$196 -1 -0%
CPO
622
Cerity Partners OCIO
New York
$835K +$4.51K +23 +0.6%
KWM
623
Kingsview Wealth Management
Oregon
$830K +$132K +674 +20%
AWM
624
Aberdeen Wealth Management
Illinois
$826K +$17.8K +91 +2%
LSA
625
Leonteq Securities AG
Switzerland
$820K +$772K +3,937 New