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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
476
Citizens Financial Group
Rhode Island
$1.1M +$135K +3,073 +14%
GVAG
477
Great Valley Advisor Group
Delaware
$1.1M +$41.9K +953 +4%
TPCW
478
TD Private Client Wealth
New York
$1.1M -$4.66K -106 -0.4%
IB
479
Intrust Bank
Kansas
$1.1M -$29.3K -666 -3%
MOS
480
MGO One Seven
Ohio
$1.09M +$576K +13,118 +118%
HCA
481
Harbor Capital Advisors
Illinois
$1.08M +$27.9K +636 +3%
MWPCG
482
Measured Wealth Private Client Group
New Hampshire
$1.08M +$99.6K +2,267 +10%
GI
483
GAMMA Investing
California
$1.08M +$155K +3,527 +17%
PGFC
484
Peapack-Gladstone Financial Corp
New Jersey
$1.07M -$17.7K -402 -2%
RCM
485
Radnor Capital Management
Pennsylvania
$1.07M
VSQM
486
V-Square Quantitative Management
Illinois
$1.06M +$34.4K +783 +3%
MAS
487
Meeder Advisory Services
Ohio
$1.05M -$31K -706 -3%
KWM
488
Kingsview Wealth Management
Oregon
$1.04M +$40.1K +913 +4%
FFWA
489
FRG Family Wealth Advisors
Washington
$1.03M
RWP
490
RWA Wealth Partners
Massachusetts
$1.02M -$28.2K -641 -3%
AIA
491
Affinity Investment Advisors
California
$1.02M -$20.7K -472 -2%
BFM
492
Boothbay Fund Management
New York
$1.02M +$186K +4,236 +23%
IAA
493
Independent Advisor Alliance
North Carolina
$998K +$18.9K +431 +2%
SFI
494
Siemens Fonds Invest
Germany
$991K
WS
495
Wedbush Securities
California
$966K +$105K +2,398 +13%
GLA
496
Great Lakes Advisors
Illinois
$966K +$942K +21,453 New
GWMR
497
GC Wealth Management RIA
Massachusetts
$961K +$612K +13,934 +188%
B
498
Bailard
California
$956K +$215K +4,884 +30%
OC
499
Oppenheimer & Co
New York
$934K -$8.92K -203 -1%
GAM
500
Groupama Asset Management
France
$929K +$907K +20,645 New