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Name Holding Trade Value Shares
Change
Change in
Stake
CG
451
Caprock Group
Idaho
$583K +$28K +110 +5%
NIMI
452
Natixis Investment Managers International
France
$582K +$48.4K +190 +10%
LNC
453
Lincoln National Corp
Pennsylvania
$578K +$60.6K +238 +12%
WPC
454
Wedmont Private Capital
Pennsylvania
$572K +$30K +118 +6%
JCM
455
Janney Capital Management
Pennsylvania
$566K -$25.4K -100 -5%
NAS
456
NWF Advisory Services
California
$559K
RC
457
Roundview Capital
New Jersey
$555K
EI
458
Ellevest Inc
New York
$543K +$42.5K +167 +9%
KIA
459
Knollwood Investment Advisory
Maryland
$540K
PA
460
Profund Advisors
Maryland
$538K +$87.5K +344 +21%
BP
461
BBR Partners
New York
$535K
NB
462
Nicolet Bankshares
Wisconsin
$533K
DC
463
Davenport & Co
Virginia
$530K -$10.4K -41 -2%
DT
464
Diversified Trust
Tennessee
$518K -$509 -2 -0.1%
MCM
465
Manchester Capital Management
Vermont
$517K +$5.6K +22 +1%
First Manhattan
466
First Manhattan
New York
$516K
CPIG
467
Chicago Partners Investment Group
Illinois
$511K +$7.13K +28 +1%
HWMA
468
Heritage Wealth Management (Arizona)
Arizona
$503K -$14K -55 -3%
BFA
469
Bragg Financial Advisors
North Carolina
$503K
WTA
470
Washington Trust Advisors
Massachusetts
$502K
CQS
471
Credential Qtrade Securities
$500K +$475K +1,868 New
AWS
472
Atria Wealth Solutions
New York
$498K +$18.1K +71 +4%
KJHP
473
K.J. Harrison & Partners
Ontario, Canada
$498K
EA
474
Everpar Advisors
Oklahoma
$492K -$357K -1,401 -43%
Wolverine Trading
475
Wolverine Trading
Illinois
$488K -$853K -3,351 -65%