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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
901
Capstone Investment Advisors
New York
$835K +$790K +2,998 New
HNW
902
High Note Wealth
Minnesota
$828K -$141K -535 -15%
AA
903
Advisory Alpha
Michigan
$826K +$10K +38 +1%
HI
904
Harbour Investments
Wisconsin
$822K +$12.1K +46 +2%
KWA
905
Kingswood Wealth Advisors
California
$820K +$425K +1,612 +121%
AF
906
Alerus Financial
North Dakota
$819K +$225K +853 +41%
VFA
907
Valeo Financial Advisors
Indiana
$815K -$17.1K -65 -2%
NCM
908
Next Capital Management
New York
$815K
CRC
909
Curi RMB Capital
Illinois
$813K -$232K -880 -23%
CPIG
910
Chicago Partners Investment Group
Illinois
$810K -$158K -599 -16%
DT
911
Diversified Trust
Tennessee
$808K +$4.21K +16 +0.6%
PCG
912
Prosperity Consulting Group
Maryland
$802K +$41.9K +159 +6%
GWWM
913
Great Waters Wealth Management
Minnesota
$801K +$385K +1,463 +103%
VIM
914
Vancity Investment Management
British Columbia, Canada
$797K +$10.3K +39 +1%
SCM
915
Sage Capital Management
New Jersey
$794K +$527 +2 +0.1%
ECM
916
Everence Capital Management
Indiana
$791K
JSC
917
Jackson Square Capital
California
$789K -$54.5K -207 -7%
CWM
918
Connecticut Wealth Management
Connecticut
$789K -$29K -110 -4%
IAN
919
Integrated Advisors Network
Texas
$786K -$107K -408 -13%
CWWM
920
Clear Wave Wealth Management
New Jersey
$785K -$2.63K -10 -0.4%
HIP
921
HUB Investment Partners
Texas
$783K +$35.3K +134 +5%
ERSOT
922
Employees Retirement System of Texas
Texas
$783K
GWAM
923
Guardian Wealth Advisors (Minnesota)
Minnesota
$780K +$12.9K +49 +2%
ZIC
924
ZWJ Investment Counsel
Georgia
$778K -$527 -2 -0.1%
EB
925
Emprise Bank
Kansas
$778K -$19.2K -73 -3%