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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
401
Genus Capital Management
British Columbia, Canada
$520K
FT
402
Fiduciary Trust
Massachusetts
$519K +$887 +25 +0.2%
T
403
TRUADVICE
Florida
$516K +$28.8K +812 +6%
WI
404
Wintrust Investments
Illinois
$515K -$22.6K -636 -4%
MCM
405
MAI Capital Management
Ohio
$512K -$17.6K -495 -3%
IBOK
406
Independence Bank of Kentucky
Kentucky
$512K -$226K -6,355 -31%
PFS
407
Prospera Financial Services
Texas
$511K +$10.1K +284 +2%
EI
408
Ellevest Inc
New York
$508K -$42.2K -1,190 -8%
NAS
409
Nicolet Advisory Services
Wisconsin
$506K +$161K +4,537 +48%
Vontobel Holding
410
Vontobel Holding
Switzerland
$506K -$90.7K -2,554 -15%
MCP
411
Mirador Capital Partners
California
$506K +$8.91K +251 +2%
CD
412
Chapin Davis
Maryland
$505K -$92.6K -2,610 -16%
CA
413
Continuum Advisory
Idaho
$504K +$493K +13,891 New
SW
414
SVB Wealth
Massachusetts
$502K +$28.6K +806 +6%
CG
415
Cutler Group
California
$500K +$69.9K +1,970 +17%
VFA
416
Valeo Financial Advisors
Indiana
$492K -$177K -4,999 -27%
LNC
417
Lincoln National Corp
Pennsylvania
$483K +$6.07K +171 +1%
AA
418
Ancora Advisors
Ohio
$482K +$22.5K +635 +5%
SMH
419
Sanders Morris Harris
Texas
$481K
TCM
420
Triumph Capital Management
Colorado
$480K +$16.7K +470 +4%
FTDI
421
First Trust Direct Indexing
Massachusetts
$480K +$13.7K +387 +3%
SFS
422
Sowell Financial Services
Arkansas
$478K -$842K -23,725 -64%
IDBONY
423
Israel Discount Bank of New York
New York
$473K -$248 -7 -0.1%
AMIM
424
Aull & Monroe Investment Management
Alabama
$468K -$1.92K -54 -0.4%
JWS
425
Juncture Wealth Strategies
Arizona
$468K +$42.6K +1,200 +10%