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Name Holding Trade Value Shares
Change
Change in
Stake
UBP
601
Union Bancaire Privee
Switzerland
$977K +$462K +9,806 +82%
Jacobs Levy Equity Management
602
Jacobs Levy Equity Management
New Jersey
$976K -$2.5M -53,067 -71%
SC
603
SummitTX Capital
Texas
$969K -$184K -3,900 -15%
CP
604
CenterBook Partners
Connecticut
$968K -$2.46M -52,234 -71%
DWAM
605
Duncan Williams Asset Management
Tennessee
$957K -$27.4K -581 -3%
PFS
606
Prospera Financial Services
Texas
$950K +$467K +9,909 +88%
MPPW
607
Mitchell & Pahl Private Wealth
Oklahoma
$946K +$16.1K +342 +2%
HCM
608
HMS Capital Management
Tennessee
$944K -$41K -870 -4%
GS
609
GTS Securities
Florida
$938K +$983K +20,853 New
QCG
610
Quadrant Capital Group
Ohio
$931K +$12.4K +264 +1%
ECM
611
Everence Capital Management
Indiana
$929K
LNWWM
612
Laird Norton Wetherby Wealth Management
California
$925K -$189 -4 -0%
SMG
613
Smart Money Group
Texas
$920K +$141K +2,989 +17%
AWMS
614
Advocacy Wealth Management Services
Georgia
$918K +$962K +20,411 New
CAG
615
Crestwood Advisors Group
Massachusetts
$915K +$46.1K +979 +5%
MA
616
Mutual Advisors
Nebraska
$915K -$54.8K -1,162 -5%
SWP
617
Stratos Wealth Partners
Ohio
$915K +$621K +13,179 +184%
JWM
618
JGP Wealth Management
Oregon
$903K +$24.6K +521 +3%
FP
619
Fiduciary Planning
Florida
$902K -$113K -2,396 -11%
KWM
620
Koa Wealth Management
California
$900K +$943K +20,015 New
SWGC
621
Summit Wealth Group (Colorado)
Colorado
$885K +$968K +20,529 New
AG
622
Algert Global
California
$869K +$911K +19,324 New
NAS
623
Nicolet Advisory Services
Wisconsin
$864K +$39.9K +847 +5%
RB
624
Rodgers Brothers
Pennsylvania
$864K
SFS
625
Sowell Financial Services
Arkansas
$862K +$358K +7,593 +66%