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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
726
Measured Wealth Private Client Group
New Hampshire
$495K -$42K -475 -8%
FCBT
727
First Citizens Bank & Trust
North Carolina
$493K +$480K +5,425 New
CI
728
CX Institutional
Indiana
$487K -$8.93K -101 -2%
IAN
729
Integrated Advisors Network
Texas
$487K +$4.42K +50 +0.9%
AAIS
730
ABN AMRO Investment Solutions
$481K -$7.61M -86,014 -94%
ATPW
731
Ashton Thomas Private Wealth
Arizona
$480K +$39.4K +445 +9%
UB
732
UMB Bank
Missouri
$477K -$130K -1,467 -22%
MCM
733
Morton Capital Management
California
$468K +$4.16K +47 +0.9%
ETC
734
Exchange Traded Concepts
Oklahoma
$467K +$1.77K +20 +0.4%
WB
735
WesBanco Bank
West Virginia
$467K +$112K +1,267 +33%
AWM
736
Axxcess Wealth Management
California
$466K +$16.8K +190 +4%
CAAS
737
Capital Asset Advisory Services
Michigan
$466K +$16.8K +190 +4%
HFS
738
Hantz Financial Services
Michigan
$466K +$413K +4,671 +1,036%
YCG
739
Yeomans Consulting Group
Georgia
$463K +$468K +5,289 New
BWP
740
BSW Wealth Partners
Colorado
$461K +$200K +2,262 +80%
EFG
741
Ethos Financial Group
Pennsylvania
$457K +$445K +5,028 New
AA
742
ALPS Advisors
Colorado
$457K -$3.43M -38,822 -89%
CA
743
Centerpoint Advisors
Massachusetts
$455K – – –
AI
744
Atom Investors
Texas
$452K -$42K -475 -9%
PCM
745
Perritt Capital Management
Illinois
$445K – – –
DWT
746
Dorsey & Whitney Trust
South Dakota
$445K +$15.3K +173 +4%
BFA
747
Buttonwood Financial Advisors
Maryland
$444K -$5.66K -64 -1%
Bank Julius Baer & Co
748
Bank Julius Baer & Co
Switzerland
$440K -$182K -2,062 -30%
A
749
AlphaQuest
New York
$439K +$25.6K +290 +6%
EHAM
750
Eagle Harbor Asset Management
Washington
$438K -$155K -1,753 -27%