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Name Holding Trade Value Shares
Change
Change in
Stake
PI
551
PFG Investments
New York
$1.58M -$690K -1,353 -30%
MFIM
552
Mesirow Financial Investment Management
Illinois
$1.55M -$356K -699 -18%
MC
553
Moors & Cabot
Massachusetts
$1.55M +$63.7K +125 +4%
CP
554
CenterBook Partners
Connecticut
$1.53M +$1.6M +3,129 New
FPAS
555
Focus Partners Advisor Solutions
Missouri
$1.52M -$649K -1,272 -29%
HIM
556
Hillsdale Investment Management
Ontario, Canada
$1.52M +$1.58M +3,100 New
JSAM
557
J. Safra Asset Management
New York
$1.51M +$1.57M +3,074 New
RIL
558
Rothschild Investment LLC
Illinois
$1.51M +$662K +1,298 +73%
WB
559
WesBanco Bank
West Virginia
$1.5M +$1.56M +3,052 New
SAM
560
Sunstone Asset Management
New York
$1.49M +$1.55M +3,040 New
DIM
561
Delta Investment Management
California
$1.48M +$10.7K +21 +0.7%
CICI
562
Capital Investment Counsel Inc
North Carolina
$1.47M – – –
TSW
563
Three Seasons Wealth
Utah
$1.46M +$1.52M +2,985 New
EPW
564
Evolve Private Wealth
California
$1.46M -$750K -1,470 -33%
BHC
565
Bull Harbor Capital
Maryland
$1.46M -$464K -910 -23%
DWM
566
Dakota Wealth Management
Florida
$1.46M -$1.55M -3,034 -51%
CWMGP
567
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.45M +$1.51M +2,963 New
MYIA
568
Mount Yale Investment Advisors
Colorado
$1.45M +$46.9K +92 +3%
HS
569
HighVista Strategies
Massachusetts
$1.43M -$1.2M -2,360 -45%
SAM
570
Securian Asset Management
Minnesota
$1.4M -$51K -100 -3%
GWM
571
Geneos Wealth Management
Colorado
$1.4M -$22.9K -45 -2%
IF
572
IRON Financial
Illinois
$1.38M +$101K +199 +8%
MPI
573
Mairs & Power Inc
Minnesota
$1.37M – – –
SPIA
574
Steward Partners Investment Advisory
New York
$1.37M +$429K +841 +43%
AIM
575
Anatole Investment Management
Hong Kong
$1.36M -$158M -310,663 -99%