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Name Holding Trade Value Shares
Change
Change in
Stake
WI
701
Wintrust Investments
Illinois
$599K -$43.3K -3,574 -7%
FSA
702
Fort Sheridan Advisors
Illinois
$598K -$171K -14,100 -24%
CIG
703
Cairn Investment Group
Washington
$598K -$25.8K -2,125 -5%
HIMC
704
Heritage Investors Management Corp
Maryland
$597K +$206 +17 +0%
LA
705
Legacy Advisors
Pennsylvania
$597K -$19.3K -1,592 -3%
CRIG
706
Charter Research & Investment Group
Connecticut
$595K -$6.06K -500 -1%
PWPS
707
Pinnacle Wealth Planning Services
Ohio
$594K -$959K -79,099 -64%
TI
708
Trexquant Investment
Connecticut
$594K -$1.68M -138,789 -76%
GWM
709
Geneos Wealth Management
Colorado
$591K +$41.2K +3,400 +8%
EWS
710
Evergreen Wealth Solutions
Pennsylvania
$589K -$59.8K -4,933 -10%
GSIAS
711
Garden State Investment Advisory Services
New Jersey
$588K +$5.59K +461 +1%
EWA
712
Etesian Wealth Advisors
Oregon
$587K -$13.5K -1,114 -2%
WA
713
WealthTrust Axiom
Pennsylvania
$586K -$28.5K -2,350 -5%
USCWA
714
U.S. Capital Wealth Advisors
Texas
$585K -$210K -17,321 -28%
FHWM
715
Fox Hill Wealth Management
Massachusetts
$585K -$2.99K -247 -0.6%
CT
716
ClearAlpha Technologies
Connecticut
$584K +$533K +44,000 New
MWM
717
Maripau Wealth Management
Indiana
$583K -$3.44K -284 -0.6%
LFA
718
Legacy Financial Advisors
Kentucky
$582K +$5.95K +491 +1%
IFU
719
iSAM Funds (UK)
United Kingdom
$582K +$531K +43,839 New
DFG
720
Delta Financial Group
New Jersey
$579K +$306K +25,226 +137%
JF
721
Jump Financial
Illinois
$578K -$7.13M -588,380 -93%
WHG
722
Westwood Holdings Group
Texas
$576K -$34.6K -2,852 -6%
IWP
723
Insight Wealth Partners
Texas
$575K +$13K +1,072 +3%
NFG
724
Nations Financial Group
Iowa
$570K -$290K -23,947 -36%
PWM
725
Perigon Wealth Management
California
$569K +$161K +13,292 +45%