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Name Holding Trade Value Shares
Change
Change in
Stake
AO
476
Advisor OS
Illinois
$747K +$14.1K +444 +2%
PCA
477
Pallas Capital Advisors
Massachusetts
$744K +$48.9K +1,540 +6%
RIM
478
Redpoint Investment Management
Australia
$741K
BHCM
479
Boulder Hill Capital Management
New York
$740K +$749K +23,600 New
RCA
480
Resonant Capital Advisors
Wisconsin
$735K +$57.2K +1,800 +8%
SWRP
481
Summit Wealth & Retirement Planning
California
$728K +$737K +23,200 New
LA
482
LVW Advisors
New York
$727K -$42.4K -1,336 -5%
RFC
483
Regions Financial Corp
Alabama
$725K +$127 +4 +0%
LPT
484
Legacy Private Trust
Wisconsin
$711K -$66K -2,080 -8%
RB
485
Rodgers Brothers
Pennsylvania
$700K
CI
486
CX Institutional
Indiana
$694K -$14.5K -456 -2%
CAM
487
Cresset Asset Management
Illinois
$688K +$100K +3,152 +17%
CT
488
Chicago Trust
Illinois
$678K -$34.9K -1,100 -5%
AF
489
Allworth Financial
California
$674K +$276K +8,700 +68%
APA
490
American Portfolios Advisors
New York
$669K -$888K -27,956 -57%
AWM
491
Apollon Wealth Management
South Carolina
$669K +$142K +4,460 +26%
EWA
492
EverSource Wealth Advisors
Alabama
$663K +$324K +10,208 +93%
SEM
493
Suncoast Equity Management
Florida
$662K +$416K +13,100 +164%
National Bank of Canada
494
National Bank of Canada
Quebec, Canada
$655K -$2.56M -80,504 -79%
CG
495
Caprock Group
Idaho
$651K -$381 -12 -0.1%
SLWA
496
San Luis Wealth Advisors
California
$648K +$543K +17,088 New
AWA
497
Alta Wealth Advisors
Massachusetts
$647K -$128K -4,036 -16%
PFO
498
Pathstone Family Office
New Jersey
$642K -$164K -5,180 -20%
ECM
499
Everence Capital Management
Indiana
$641K
WI
500
Wintrust Investments
Illinois
$626K