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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
601
Stratos Wealth Partners
Ohio
$757K +$88.2K +802 +13%
SLI
602
Sumitomo Life Insurance
Japan
$745K -$45.8K -416 -6%
SC
603
Syon Capital
California
$745K -$36.3K -330 -5%
RS
604
R Squared
Hong Kong
$739K +$532K +4,832 +233%
KJHP
605
K.J. Harrison & Partners
Ontario, Canada
$733K -$11K -100 -1%
T
606
Tableaux
Massachusetts
$729K -$73.6K -669 -9%
TCA
607
Transcend Capital Advisors
New Jersey
$729K -$15.2K -138 -2%
NP
608
NorthRock Partners
Minnesota
$719K -$17.1K -155 -2%
CGIM
609
Capital Group Investment Management
Singapore
$711K – – –
SC
610
Savant Capital
Illinois
$705K +$80.3K +730 +12%
FT
611
Fiduciary Trust
Massachusetts
$703K -$48.1K -437 -6%
EFS
612
Essex Financial Services
Connecticut
$702K +$49.3K +448 +7%
AWA
613
Arkadios Wealth Advisors
Georgia
$699K -$52.8K -480 -7%
WWM
614
Western Wealth Management
Colorado
$698K +$7.26K +66 +1%
CFO
615
CVA Family Office
Colorado
$697K +$2.86K +26 +0.4%
CNBT
616
Canandaigua National Bank & Trust
New York
$688K +$707K +6,429 New
BEAM
617
Baker Ellis Asset Management
Washington
$674K – – –
CSP
618
Cary Street Partners
Virginia
$672K +$31.2K +284 +5%
OWA
619
Outlook Wealth Advisors
Texas
$670K +$6.16K +56 +0.9%
FMI
620
Frec Markets Inc
California
$665K +$219K +1,990 +47%
VAG
621
VisionPoint Advisory Group
Texas
$655K -$38K -345 -5%
GAB
622
German American Bancorp
Indiana
$655K – – –
BHCM
623
Brevan Howard Capital Management
Jersey
$650K -$1.31M -11,933 -66%
AssetMark Inc
624
AssetMark Inc
California
$648K +$30.3K +275 +5%
Capstone Investment Advisors
625
Capstone Investment Advisors
New York
$647K -$64.6K -587 -9%