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Name Holding Trade Value Shares
Change
Change in
Stake
NG
576
Norden Group
Utah
$1.02M +$219K +1,092 +36%
NP
577
NorthRock Partners
Minnesota
$1.01M +$826K +4,117 New
CW
578
CreativeOne Wealth
Kansas
$1.01M +$360K +1,796 +78%
EMAM
579
Encompass More Asset Management
California
$1.01M +$821K +4,091 New
CT
580
ClearAlpha Technologies
Connecticut
$1M +$815K +4,061 New
SWM
581
Spire Wealth Management
Virginia
$1,000K -$250K -1,247 -24%
HWM
582
HB Wealth Management
Georgia
$997K +$30.9K +154 +4%
PCM
583
PAR Capital Management
Massachusetts
$986K
FFA
584
Farther Finance Advisors
California
$983K +$350K +1,746 +78%
CPIG
585
Chicago Partners Investment Group
Illinois
$969K +$258K +1,288 +47%
TAM
586
Trust Asset Management
Texas
$959K +$781K +3,892 New
CNHF
587
Conrad N. Hilton Foundation
California
$948K +$771K +3,844 New
BS
588
Banco Santander
Spain
$941K -$9.7M -48,343 -93%
SVWAG
589
Sound View Wealth Advisors Group
Georgia
$925K +$753K +3,753 New
MGCM
590
Mane Global Capital Management
New York
$922K -$60.4M -301,294 -99%
YIH
591
Y-Intercept (HK)
Hong Kong
$916K +$745K +3,716 New
PWM
592
Perigon Wealth Management
California
$912K +$9.23K +46 +1%
IAS
593
Insigneo Advisory Services
Florida
$895K +$405K +2,020 +125%
SCA
594
Snowden Capital Advisors
New York
$892K +$397K +1,980 +121%
BCV
595
Banque Cantonale Vaudoise
Switzerland
$888K +$379K +1,890 +110%
GT
596
Greenleaf Trust
Michigan
$885K +$186K +927 +35%
CA
597
CoreCap Advisors
Michigan
$881K -$126K -626 -15%
Jones Financial Companies
598
Jones Financial Companies
Missouri
$878K +$138K +686 +23%
CCP
599
Carmel Capital Partners
California
$877K +$77.2K +385 +12%
CI
600
Cigna Investments
Connecticut
$876K -$3.61K -18 -0.5%