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Name Holding Trade Value Shares
Change
Change in
Stake
CI
676
Cigna Investments
Connecticut
$557K -$8.97K -74 -2%
NB
677
Nicolet Bankshares
Wisconsin
$550K
OWA
678
One Wealth Advisors
California
$547K -$338K -2,789 -45%
PCP
679
Proficio Capital Partners
Massachusetts
$546K +$27.2K +224 +7%
CFG
680
Citizens Financial Group
Rhode Island
$545K +$408K +3,364 New
AIM
681
Advyzon Investment Management
Illinois
$543K +$406K +3,350 New
TIM
682
Tevis Investment Management
Texas
$536K -$19.4K -160 -5%
GI
683
GAMCO Investors
Connecticut
$531K -$75.8K -625 -16%
IAS
684
Insigneo Advisory Services
Florida
$530K +$397K +3,271 New
XWL
685
XXI Wealth LLC
Illinois
$530K +$396K +3,268 New
BWM
686
BAM Wealth Management
Colorado
$529K -$253K -2,090 -39%
SW
687
SVB Wealth
Massachusetts
$528K -$27K -223 -6%
GM
688
GeoWealth Management
Illinois
$522K +$135K +1,110 +53%
TM
689
TigerOak Management
New Mexico
$519K
PMAM
690
Picton Mahoney Asset Management
Ontario, Canada
$516K +$386K +3,186 New
MA
691
MONECO Advisors
Connecticut
$516K -$14.3K -118 -4%
IFG
692
Independent Financial Group
California
$513K +$384K +3,166 New
BCM
693
Bannerstone Capital Management
Minnesota
$501K +$375K +3,094 New
TFG
694
Turner Financial Group
Florida
$500K +$374K +3,087 New
AA
695
Advisory Alpha
Michigan
$498K +$373K +3,075 New
DOA
696
D'Orazio & Associates
Virginia
$498K -$2.43K -20 -0.6%
WFA
697
Wellspring Financial Advisors
Ohio
$498K +$373K +3,072 New
CNB
698
Camden National Bank
Maine
$496K -$84.5K -697 -19%
RF
699
RHS Financial
California
$494K +$370K +3,050 New
Thrivent Financial for Lutherans
700
Thrivent Financial for Lutherans
Minnesota
$494K -$35.8K -295 -9%