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Name Holding Trade Value Shares
Change
Change in
Stake
QCG
651
Quadrant Capital Group
Ohio
$720K +$51.4K +222 +7%
FC
652
Forte Capital
New York
$710K +$28.3K +122 +4%
PGFC
653
Peapack-Gladstone Financial Corp
New Jersey
$710K +$17.8K +77 +3%
IAS
654
Investment Advisory Services
Texas
$707K -$56.5K -244 -7%
GFG
655
Greystone Financial Group
Michigan
$697K +$98.4K +425 +16%
Focus Partners Wealth
656
Focus Partners Wealth
Massachusetts
$694K +$518K +2,236 +265%
STCOSD
657
Sageworth Trust Company of South Dakota
South Dakota
$691K -$8.11K -35 -1%
NIMI
658
Natixis Investment Managers International
France
$689K +$437K +1,885 +160%
MIM
659
Miller Investment Management
Pennsylvania
$686K
VI
660
Vestcor Inc
New Brunswick, Canada
$685K
VIM
661
Vinva Investment Management
Australia
$683K -$3.81M -16,459 -85%
CMF
662
Counterpoint Mutual Funds
California
$674K +$319K +1,379 +85%
CRI
663
Commonwealth Retirement Investments
Virginia
$672K
CCM
664
Coldstream Capital Management
Washington
$669K +$22.5K +97 +3%
HI
665
Horizon Investments
North Carolina
$669K -$21.8K -94 -3%
MG
666
Mather Group
Illinois
$659K +$64.6K +279 +11%
CFG
667
Cooper Financial Group
California
$658K +$21.1K +91 +3%
C1AG
668
Client 1st Advisory Group
Florida
$658K -$3.01K -13 -0.4%
HPC
669
HM Payson & Co
Maine
$656K
KWA
670
Kingswood Wealth Advisors
California
$655K +$673K +2,905 New
ACA
671
Atlas Capital Advisors
Wyoming
$651K -$106K -457 -14%
CAC
672
Core Alternative Capital
Georgia
$650K
CA
673
Clearstead Advisors
Ohio
$648K +$40.3K +174 +6%
IP
674
Intellectus Partners
California
$648K -$10.9K -47 -2%
BAM
675
Belpointe Asset Management
Nevada
$644K -$82.9K -358 -11%