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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
851
Chicago Partners Investment Group
Illinois
$426K +$78.7K +273 +24%
HIIFS
852
Harel Insurance Investments & Financial Services
Israel
$424K -$5.81M -20,140 -93%
RAM
853
Ramirez Asset Management
New York
$424K
VA
854
Valmark Advisers
Ohio
$424K +$19.9K +69 +5%
PPWP
855
Premier Path Wealth Partners
New Jersey
$423K -$6.34K -22 -1%
PIP
856
Philadelphia Investment Partners
New Jersey
$421K
RPC
857
Rossmore Private Capital
Connecticut
$421K
PWPS
858
Pinnacle Wealth Planning Services
Ohio
$419K +$103K +359 +32%
EWA
859
EverSource Wealth Advisors
Alabama
$419K -$123K -427 -22%
WPW
860
Waldron Private Wealth
Pennsylvania
$415K +$130K +450 +44%
MAM
861
McLean Asset Management
Virginia
$414K -$4.61K -16 -1%
LA
862
LVW Advisors
New York
$414K -$120K -418 -22%
MF
863
Magnetar Financial
Illinois
$413K -$1.35M -4,668 -76%
JCIA
864
Jackson Creek Investment Advisors
Colorado
$411K -$135K -470 -26%
SG
865
StoneX Group
New York
$409K +$415K +1,438 New
KCM
866
Kathmere Capital Management
Pennsylvania
$407K -$122K -424 -23%
Kovitz Investment Group Partners
867
Kovitz Investment Group Partners
Illinois
$407K -$10.6M -36,907 -96%
HCM
868
Howard Capital Management
Georgia
$406K +$150K +520 +57%
RIG
869
RiverFront Investment Group
Virginia
$405K +$4.04K +14 +1%
EA
870
Everpar Advisors
Oklahoma
$404K -$61.4K -213 -13%
PGFC
871
Peapack-Gladstone Financial Corp
New Jersey
$399K -$225K -781 -36%
JAG
872
Journey Advisory Group
Kentucky
$399K -$57.7K -200 -12%
TSMHT
873
Thurston Springer Miller Herd & Titak
Indiana
$398K +$28.8K +100 +8%
HFS
874
Hantz Financial Services
Michigan
$396K +$154K +533 +61%
MFG
875
Mission Financial Group
Nevada
$396K +$403K +1,399 New