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Name Holding Trade Value Shares
Change
Change in
Stake
AI
376
Atria Investments
North Carolina
$615K -$184K -629 -21%
CGIM
377
Cannon Global Investment Management
Florida
$610K +$702K +2,400 New
Commonwealth Equity Services
378
Commonwealth Equity Services
Massachusetts
$609K -$37.8K -129 -5%
HWM
379
Hohimer Wealth Management
Washington
$604K -$641K -2,191 -48%
BCP
380
Blackhawk Capital Partners
Wisconsin
$602K +$189K +646 +37%
OMC
381
Old Mission Capital
Illinois
$590K -$1.5M -5,123 -69%
FFM
382
Forum Financial Management
Illinois
$578K +$49.5K +169 +8%
VCA
383
Verdence Capital Advisors
Maryland
$564K +$20.8K +71 +3%
ECA
384
Elevate Capital Advisors
Colorado
$560K +$20.5K +70 +3%
PCMH
385
Polymer Capital Management (HK)
Hong Kong
$548K +$228K +779 +56%
Wealth Enhancement Advisory Services
386
Wealth Enhancement Advisory Services
Minnesota
$544K +$22.5K +77 +3%
CFO
387
Callan Family Office
Pennsylvania
$542K +$212K +726 +52%
AMCA
388
Arthur M. Cohen & Associates
Illinois
$538K +$49.8K +170 +9%
SCM
389
Sterling Capital Management
North Carolina
$531K -$41.9K -143 -6%
MGCM
390
Mane Global Capital Management
New York
$527K -$35.1M -120,000 -98%
RPGK
391
Retirement Planning Group (Kansas)
Kansas
$525K +$585 +2 +0.1%
MM
392
MQS Management
New York
$521K +$600K +2,050 New
PNC Financial Services Group
393
PNC Financial Services Group
Pennsylvania
$516K +$343K +1,173 +136%
Pacer Advisors
394
Pacer Advisors
Pennsylvania
$494K +$252K +860 +79%
Pathstone Holdings
395
Pathstone Holdings
New Jersey
$492K -$108K -368 -16%
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$491K +$45.4K +155 +9%
LFAS
397
Level Four Advisory Services
Texas
$484K -$49.8K -170 -8%
National Bank of Canada
398
National Bank of Canada
Quebec, Canada
$481K +$8.2K +28 +1%
RWM
399
Ritholtz Wealth Management
New York
$481K +$12.3K +42 +2%
SPA
400
Sherbrooke Park Advisers
New York
$477K +$550K +1,879 New