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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
626
HighPoint Advisor Group
Illinois
$791K -$119K -886 -11%
PCM
627
Pathway Capital Management
California
$789K +$767K +5,718 New
ZB
628
Zions Bancorporation
Utah
$788K -$533K -3,974 -41%
MWPCG
629
Measured Wealth Private Client Group
New Hampshire
$782K +$761K +5,673 New
CL
630
Choreo LLC
Illinois
$776K +$731K +5,452 New
GVAG
631
Great Valley Advisor Group
Delaware
$772K +$473K +3,526 +170%
BS
632
Banco Santander
Spain
$764K -$5.49M -40,930 -88%
LAM
633
Lingohr Asset Management
Germany
$764K +$18K +134 +2%
HCM
634
Hodges Capital Management
Texas
$756K +$735K +5,480 New
WA
635
Wealth Alliance
New York
$752K -$22K -164 -3%
KeyBank National Association
636
KeyBank National Association
Ohio
$751K -$193K -1,443 -21%
GM
637
GeoWealth Management
Illinois
$750K -$535K -3,989 -42%
SI
638
Stephens Inc
Arkansas
$749K +$232K +1,731 +47%
HNB
639
Hilltop National Bank
Wyoming
$741K
WWM
640
Whalen Wealth Management
Nevada
$736K +$715K +5,335 New
XT
641
XTX Topco
Cayman Islands
$729K -$446K -3,325 -39%
SCM
642
SOL Capital Management
Maryland
$727K -$48.4K -361 -6%
ZF
643
Zhang Financial
Michigan
$727K +$707K +5,271 New
AFG
644
Atomi Financial Group
New York
$721K -$92K -686 -12%
PI
645
PFG Investments
New York
$720K +$105K +785 +18%
IWM
646
IHT Wealth Management
Illinois
$719K +$700K +5,218 New
QI
647
Qtron Investments
Massachusetts
$715K -$204K -1,523 -23%
EWM
648
Elite Wealth Management
Washington
$713K +$136K +1,014 +24%
GRP
649
Global Retirement Partners
California
$712K +$380K +2,838 +122%
GI
650
GAMCO Investors
Connecticut
$711K +$691K +5,157 New