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Name Holding Trade Value Shares
Change
Change in
Stake
APA
526
American Portfolios Advisors
New York
$542K -$38.9K -1,368 -6%
WI
527
Wintrust Investments
Illinois
$542K – – –
CCG
528
Chatham Capital Group
Georgia
$542K +$4.55K +160 +0.8%
VI
529
Vestcor Inc
New Brunswick, Canada
$540K +$181K +6,364 +47%
LPT
530
Legacy Private Trust
Wisconsin
$531K -$88.8K -3,120 -14%
NA
531
Navellier & Associates
Nevada
$530K – – –
CCM
532
Coldstream Capital Management
Washington
$529K +$104K +3,648 +23%
SAI
533
Systematic Alpha Investments
New Jersey
$515K – – –
SIP
534
Scott Investment Partners
United Kingdom
$511K – – –
TI
535
Tidal Investments
Wisconsin
$503K +$26.5K +932 +5%
FFG
536
Fortem Financial Group
California
$498K -$220K -7,740 -30%
NA
537
NewEdge Advisors
Louisiana
$498K +$522K +18,336 New
OWA
538
One Wealth Advisors
California
$496K +$22.5K +792 +5%
GT
539
Greenleaf Trust
Michigan
$490K +$128K +4,500 +33%
PFG
540
PAX Financial Group
Texas
$485K -$19.1K -672 -4%
CCIA
541
Campbell & Co Investment Adviser
Maryland
$483K +$295K +10,376 +140%
MC
542
Machina Capital
France
$476K +$236K +8,296 +90%
DA
543
DCM Advisors
New York
$471K +$37K +1,300 +8%
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$466K +$206K +7,252 +73%
BWM
545
BlackDiamond Wealth Management
New York
$457K +$9.11K +320 +2%
MA
546
Mutual Advisors
Nebraska
$456K +$3.42K +120 +0.7%
WFC
547
Western Financial Corp
California
$455K -$10.7K -376 -2%
IWA
548
Intercontinental Wealth Advisors
Texas
$444K -$6.38K -224 -1%
ATC
549
Argent Trust Co
Tennessee
$444K +$3.3K +116 +0.7%
EF
550
Empirical Finance
Pennsylvania
$440K +$26.3K +924 +6%