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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
401
J2 Capital Management
Michigan
$529K +$3.78K +99 +0.7%
YIM
402
Yoffe Investment Management
Pennsylvania
$524K
IAA
403
Independent Advisor Alliance
North Carolina
$518K -$105K -2,743 -17%
FFM
404
Forum Financial Management
Illinois
$518K -$11.7K -307 -2%
UWS
405
Unique Wealth Strategies
Illinois
$515K +$235K +6,146 +85%
BFS
406
Bradley Foster & Sargent
Connecticut
$511K +$509K +13,311 New
CAM
407
Cresset Asset Management
Illinois
$511K -$224K -5,851 -31%
Bessemer Group
408
Bessemer Group
New Jersey
$510K -$42.4K -1,109 -8%
WPC
409
Waters Parkerson & Co
Louisiana
$509K -$45.9K -1,200 -8%
Verition Fund Management
410
Verition Fund Management
Connecticut
$507K -$1.51M -39,629 -75%
NFC
411
Northeast Financial Consultants
Connecticut
$505K +$503K +13,160 New
WA
412
Waverly Advisors
Alabama
$505K -$9.06K -237 -2%
AC
413
AlphaCore Capital
California
$505K +$91.2K +2,386 +22%
HH
414
Hilltop Holdings
Texas
$504K +$118K +3,086 +31%
VFA
415
Valeo Financial Advisors
Indiana
$502K +$18.3K +478 +4%
Allspring Global Investments
416
Allspring Global Investments
North Carolina
$500K +$18.8K +491 +4%
NL
417
NWAM LLC
Washington
$496K +$35.2K +921 +7%
PVI
418
Pine Valley Investments
New Jersey
$496K +$2.94K +77 +0.6%
PCS
419
Personal CFO Solutions
New Jersey
$495K +$20K +523 +4%
RIL
420
Rothschild Investment LLC
Illinois
$494K +$22.5K +590 +5%
SWP
421
Stratos Wealth Partners
Ohio
$491K -$65.8K -1,722 -12%
William Blair & Company
422
William Blair & Company
Illinois
$489K -$179K -4,696 -27%
DBIA
423
Dumont & Blake Investment Advisors
New Jersey
$483K +$17K +446 +4%
GCM
424
Gallacher Capital Management
Colorado
$483K +$13.3K +349 +3%
SCTC
425
Sanibel Captiva Trust Company
Florida
$481K -$8.06K -211 -2%