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Name Holding Trade Value Shares
Change
Change in
Stake
CP
451
Covenant Partners
Tennessee
$459K
NFG
452
Nadler Financial Group
Illinois
$455K
KRSITF
453
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$441K +$7.51K +352 +2%
PFO
454
Pathstone Family Office
New Jersey
$437K
SP
455
Symmetry Partners
Connecticut
$430K +$123K +5,744 +44%
CG
456
Caprock Group
Idaho
$428K -$4.18K -196 -1%
SQA
457
Simon Quick Advisors
New Jersey
$426K +$2.05K +96 +0.5%
HMS
458
Hanseatic Management Services
New Mexico
$425K
RWM
459
Raffa Wealth Management
District of Columbia
$411K
CA
460
Calton & Associates
Florida
$410K +$32.8K +1,536 +9%
RHBC
461
R.H. Bluestein & Co
Michigan
$409K -$42.7K -2,000 -10%
CI Investments Inc
462
CI Investments Inc
Ontario, Canada
$405K +$380K +17,796 New
SFS
463
Sowell Financial Services
Arkansas
$403K -$199K -9,300 -34%
FBB
464
Fulton Breakefield Broenniman
Maryland
$403K +$47.8K +2,240 +14%
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$399K +$26.6K +1,248 +8%
NFG
466
Next Financial Group
Texas
$396K -$179K -8,408 -33%
SCA
467
Snowden Capital Advisors
New York
$392K +$14.9K +696 +4%
TFA
468
Toth Financial Advisory
Virginia
$391K
CAAS
469
Capital Asset Advisory Services
Michigan
$382K +$319K +14,944 New
AA
470
ALPS Advisors
Colorado
$381K -$15.6K -732 -4%
PP
471
Paloma Partners
Connecticut
$374K -$2.91M -136,488 -89%
SWRP
472
Summit Wealth & Retirement Planning
California
$374K
CANY
473
Caxton Associates (New York)
New York
$372K +$350K +16,380 New
EMG
474
ETF Managers Group
New Jersey
$371K +$80.1K +3,752 +30%
HA
475
Harfst & Associates
Wyoming
$367K -$5.29K -248 -2%