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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
576
Portside Wealth Group
Utah
$749K -$95.2K -2,141 -11%
ATC
577
Argent Trust Co
Tennessee
$742K +$56.1K +1,263 +8%
WFC
578
Western Financial Corp
California
$740K -$2.31K -52 -0.3%
CCG
579
Chatham Capital Group
Georgia
$734K
GIA
580
Gladstone Institutional Advisory
Florida
$730K +$21.6K +485 +3%
IFU
581
iSAM Funds (UK)
United Kingdom
$728K +$538K +12,091 +252%
SQA
582
Simon Quick Advisors
New Jersey
$716K +$9.74K +219 +1%
SWS
583
SYSTM Wealth Solutions
Illinois
$715K +$346K +7,774 +88%
WPC
584
Wedmont Private Capital
Pennsylvania
$713K +$45.7K +1,029 +7%
AWS
585
Atria Wealth Solutions
New York
$710K -$212K -4,763 -22%
VEA
586
Virtus ETF Advisers
New York
$706K -$152K -3,415 -17%
SIA
587
Sit Investment Associates
Minnesota
$705K +$711K +16,000 +4,348%
QT
588
Quantbot Technologies
New York
$704K +$726K +16,338 New
GF
589
Gries Financial
Ohio
$702K +$12.5K +282 +2%
CTA
590
Chesley Taft & Associates
Illinois
$695K -$23.6K -530 -3%
BIG
591
Builder Investment Group
Georgia
$689K
S
592
SignatureFD
Georgia
$689K +$19.3K +434 +3%
AWM
593
Apollon Wealth Management
South Carolina
$687K +$96.5K +2,170 +16%
CC
594
Centiva Capital
New York
$685K +$707K +15,904 New
CA
595
Cetera Advisors
Colorado
$685K +$205K +4,610 +41%
HWM
596
HB Wealth Management
Georgia
$682K +$80.7K +1,816 +13%
BPC
597
Banque Pictet & Cie
Switzerland
$677K +$473K +10,629 +209%
MWM
598
Meridian Wealth Management
Kentucky
$676K +$402K +9,040 +136%
GT
599
Greenleaf Trust
Michigan
$674K +$17.8K +401 +3%
SM
600
STF Management
Texas
$673K +$429K +9,642 +161%