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Name Holding Trade Value Shares
Change
Change in
Stake
MG
551
Mather Group
Illinois
$976K +$785K +9,536 +508%
EWA
552
EP Wealth Advisors
California
$972K +$95.2K +1,156 +11%
QC
553
Quadrature Capital
United Kingdom
$970K +$934K +11,347 New
QI
554
Qtron Investments
Massachusetts
$970K – – –
CSP
555
Cary Street Partners
Virginia
$952K +$494 +6 +0.1%
FF
556
Friedenthal Financial
New Jersey
$951K +$861K +10,451 +1,541%
SRL
557
Scientech Research LLC
New Jersey
$949K +$52.5K +637 +6%
UB
558
UMB Bank
Missouri
$949K +$25K +303 +3%
BCM
559
Bornite Capital Management
New York
$940K +$906K +11,000 New
FFAS
560
FIG Financial Advisory Services
Oklahoma
$933K +$899K +10,916 New
Walleye Capital
561
Walleye Capital
New York
$929K +$895K +10,864 New
HFM
562
Harvest Fund Management
China
$926K -$144K -1,743 -14%
RIA
563
Regal Investment Advisors
Michigan
$918K -$955K -11,600 -52%
VFA
564
Voya Financial Advisors
Connecticut
$911K -$437K -5,311 -33%
PT
565
Plimoth Trust
Massachusetts
$908K -$38.3K -465 -4%
GT
566
Greenleaf Trust
Michigan
$908K +$51.6K +627 +6%
EH
567
Equitable Holdings
New York
$896K +$77.2K +938 +10%
BCM
568
Brookstone Capital Management
Illinois
$890K -$13.2M -160,840 -94%
CIA
569
Concurrent Investment Advisors
Florida
$890K +$19.8K +240 +2%
RCM
570
Raleigh Capital Management
North Carolina
$873K -$206K -2,504 -20%
FIA
571
Foundations Investment Advisors
Arizona
$872K -$14.7K -179 -2%
Kovitz Investment Group Partners
572
Kovitz Investment Group Partners
Illinois
$867K +$11.9K +145 +1%
CIBC Private Wealth Group
573
CIBC Private Wealth Group
Georgia
$862K +$123K +1,492 +16%
USAA
574
United Services Automobile Association
Texas
$858K – – –
MFG
575
Merit Financial Group
Georgia
$857K +$181K +2,196 +28%