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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
676
Forvis Mazars Wealth Advisors
Missouri
$736K -$69.2K -301 -9%
NIM
677
NEOS Investment Management
Connecticut
$736K +$207K +899 +42%
CRI
678
Commonwealth Retirement Investments
Virginia
$725K – – –
QCG
679
Quadrant Capital Group
Ohio
$723K -$8.97K -39 -1%
SC
680
SRB Corp
Massachusetts
$714K +$87.8K +382 +15%
C1AG
681
Client 1st Advisory Group
Florida
$713K +$41.2K +179 +6%
IP
682
Intellectus Partners
California
$710K +$12K +52 +2%
HPC
683
HM Payson & Co
Maine
$708K -$5.75K -25 -0.9%
KCM
684
Kennedy Capital Management
Missouri
$705K +$667K +2,900 New
CAC
685
Core Alternative Capital
Georgia
$701K – – –
CCM
686
Coldstream Capital Management
Washington
$698K -$7.36K -32 -1%
NAS
687
Nicolet Advisory Services
Wisconsin
$698K +$98.2K +427 +17%
AA
688
AlphaQ Advisors
Florida
$698K +$15.9K +69 +2%
CFG
689
Cooper Financial Group
California
$688K +$275K +1,197 +73%
LBC
690
Lowe Brockenbrough & Co
Virginia
$687K -$234K -1,020 -27%
PCS
691
Personal CFO Solutions
New Jersey
$684K +$123K +534 +23%
KWM
692
Kingsview Wealth Management
Oregon
$681K +$171K +745 +36%
IFU
693
iSAM Funds (UK)
United Kingdom
$678K -$653K -2,839 -50%
DZ Bank
694
DZ Bank
Germany
$676K +$640K +2,782 New
MAS
695
Meeder Advisory Services
Ohio
$675K +$26.4K +115 +4%
SAM
696
Selway Asset Management
$674K – – –
MWM
697
MGB Wealth Management
Texas
$671K – – –
SG
698
Somerset Group
Minnesota
$670K – – –
EWA
699
EP Wealth Advisors
California
$650K +$298K +1,298 +94%
GFG
700
Greystone Financial Group
Michigan
$649K +$11.5K +50 +2%