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Name Holding Trade Value Shares
Change
Change in
Stake
GM
651
GeoWealth Management
Illinois
$416K +$342K +3,350 New
HFM
652
Harvest Fund Management
China
$415K +$35K +343 +11%
BWP
653
Baldwin Wealth Partners
Massachusetts
$414K -$6.74K -66 -2%
LSAG
654
Lake Street Advisors Group
New Hampshire
$409K +$337K +3,296 New
TVM
655
True Vision MN
Minnesota
$409K +$337K +3,294 New
CC
656
Cipher Capital
New York
$409K +$336K +3,292 New
KeyBank National Association
657
KeyBank National Association
Ohio
$396K +$19.1K +187 +6%
FP
658
Foundry Partners
Minnesota
$394K
AA
659
Argent Advisors
Louisiana
$392K
DWT
660
Dorsey & Whitney Trust
South Dakota
$392K +$322K +3,155 New
TC
661
TAP Consulting
Missouri
$388K
PP
662
Paloma Partners
Connecticut
$384K +$316K +3,098 New
Balyasny Asset Management
663
Balyasny Asset Management
Illinois
$383K +$315K +3,084 New
NFSG
664
Newbridge Financial Services Group
Florida
$380K +$13.5K +132 +5%
HWM
665
HighMark Wealth Management
Minnesota
$379K -$15.4K -151 -5%
Capstone Investment Advisors
666
Capstone Investment Advisors
New York
$379K -$514K -5,035 -62%
GL
667
Graypoint LLC
New York
$377K +$310K +3,038 New
KIA
668
Knollwood Investment Advisory
Maryland
$375K +$309K +3,020 New
PIA
669
Perennial Investment Advisors
California
$370K -$6.64K -65 -2%
CMBA
670
C.M. Bidwell & Associates
Hawaii
$367K +$118K +1,155 +64%
NERM
671
New England Research & Management
Illinois
$366K +$301K +2,950 New
PCG
672
Prosperity Consulting Group
Maryland
$355K +$292K +2,858 New
PAI
673
Pittenger & Anderson Inc
Nebraska
$349K +$287K +2,813 New
CCFM
674
Clear Creek Financial Management
Washington
$348K +$2.55K +25 +0.9%
CGL
675
Clarius Group LLC
Washington
$346K -$22.6K -221 -7%