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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1076
Clarus Wealth Advisors
Arizona
$589K +$44.4K +283 +9%
NP
1077
NorthRock Partners
Minnesota
$588K +$567K +3,615 New
FCA
1078
FLC Capital Advisors
California
$587K +$114K +727 +25%
Two Sigma Investments
1079
Two Sigma Investments
New York
$583K -$14M -89,031 -96%
SCI
1080
S&CO Inc
Massachusetts
$582K
CCM
1081
Coldstream Capital Management
Washington
$581K +$3.76K +24 +0.7%
WI
1082
Wintrust Investments
Illinois
$581K +$40.3K +257 +8%
QCM
1083
Quest Capital Management
Texas
$578K +$61.8K +394 +12%
NDSI
1084
Newman Dignan & Sheerar Inc
Rhode Island
$577K -$59.6K -380 -10%
BPCE
1085
Bank Pictet & Cie (Europe)
Germany
$577K
C
1086
Cerebellum
California
$576K +$99.7K +636 +22%
SG
1087
StoneX Group
New York
$571K +$26.5K +169 +5%
TCA
1088
Transcend Capital Advisors
New Jersey
$571K +$550K +3,511 New
CL
1089
CIM LLC
New York
$566K +$546K +3,482 New
SFPG
1090
Stonebridge Financial Planning Group
Florida
$551K +$531K +3,385 New
MC
1091
Miles Capital
Iowa
$546K -$71.5K -456 -12%
KC
1092
Kingfisher Capital
North Carolina
$534K +$515K +3,283 New
NL
1093
NWAM LLC
Washington
$533K +$2.67K +17 +0.5%
PWP
1094
Principle Wealth Partners
Connecticut
$533K +$3.29K +21 +0.6%
HB
1095
Homrich & Berg
Georgia
$533K +$24.1K +154 +5%
KFI
1096
Key Financial Inc
Pennsylvania
$533K +$514K +3,277 New
PTC
1097
Philadelphia Trust Company
Pennsylvania
$533K +$514K +3,277 New
AWA
1098
Arete Wealth Advisors
Illinois
$529K +$293K +1,871 +136%
RFO
1099
RiverGlades Family Offices
Florida
$528K
SC
1100
Savant Capital
Illinois
$528K +$12.9K +82 +3%