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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
576
Morningstar Investment Management
Illinois
$584K +$580K +6,363 New
HNB
577
Huntington National Bank
Ohio
$581K +$64.5K +707 +13%
RIA
578
Recurrent Investment Advisors
Texas
$568K +$565K +6,192 New
CSP
579
Cary Street Partners
Virginia
$565K +$7.3K +80 +1%
GAB
580
German American Bancorp
Indiana
$565K -$912 -10 -0.2%
WIS
581
Wright Investors Service
Connecticut
$565K -$433K -4,749 -44%
CFO
582
CVA Family Office
Colorado
$563K -$19.2K -211 -3%
GIA
583
Guyasuta Investment Advisors
Pennsylvania
$560K -$1.82K -20 -0.3%
IWC
584
Integrated Wealth Concepts
Massachusetts
$558K +$309K +3,383 +125%
Lido Advisors
585
Lido Advisors
California
$555K +$262K +2,870 +91%
DS
586
DRW Securities
Illinois
$546K +$543K +5,951 New
GCM
587
Gallacher Capital Management
Colorado
$529K -$29.6K -325 -5%
MC
588
Maverick Capital
Texas
$526K
1C
589
111 Capital
France
$525K -$51.3K -562 -9%
GT
590
Greenleaf Trust
Michigan
$516K -$210K -2,302 -29%
CWM
591
Congress Wealth Management
Massachusetts
$516K +$35.1K +385 +7%
3IP
592
3Chopt Investment Partners
Virginia
$509K -$879K -9,641 -63%
CCA
593
Cobblestone Capital Advisors
New York
$507K +$504K +5,521 New
DFA
594
DHK Financial Advisors
New Hampshire
$505K +$2.46K +27 +0.5%
DOA
595
D'Orazio & Associates
Virginia
$503K -$5.02K -55 -1%
PEAK6
596
PEAK6
Illinois
$494K -$113K -1,236 -19%
IFA
597
Independence Financial Advisors
New Hampshire
$487K
EFS
598
Essex Financial Services
Connecticut
$481K +$52.2K +572 +12%
VCM
599
Voleon Capital Management
California
$479K +$476K +5,221 New
GIA
600
Gladstone Institutional Advisory
Florida
$471K +$14.5K +159 +3%