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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
501
Capital Asset Advisory Services
Michigan
$736K +$133K +4,810 +26%
GC
502
Garde Capital
Washington
$719K -$625K -22,640 -50%
Qube Research & Technologies (QRT)
503
Qube Research & Technologies (QRT)
United Kingdom
$719K +$625K +22,638 New
CA
504
Clearstead Advisors
Ohio
$717K +$1.21K +44 +0.2%
IMRF
505
Illinois Municipal Retirement Fund
Illinois
$716K
CF
506
Copperwynd Financial
Arizona
$711K -$40.2K -1,455 -6%
GWM
507
Geneos Wealth Management
Colorado
$710K +$18K +653 +3%
CFB
508
Cullen/Frost Bankers
Texas
$709K -$71.6K -2,593 -10%
HIM
509
Hillsdale Investment Management
Ontario, Canada
$703K -$69K -2,500 -10%
SC
510
Savant Capital
Illinois
$698K +$36.1K +1,309 +6%
BS
511
Boenning & Scattergood
Pennsylvania
$692K -$24.6K -890 -4%
CCP
512
Corient Capital Partners
California
$687K +$50.9K +1,843 +9%
CA
513
Capitolis Advisors
New York
$686K -$1.74M -63,054 -74%
CL
514
CSS LLC
Illinois
$686K +$596K +21,602 New
SOAMC
515
Spirit of America Management Corp
New York
$683K -$69K -2,500 -10%
BC
516
Burney Company
Virginia
$681K +$168K +6,080 +40%
FWCM
517
Ferguson Wellman Capital Management
Oregon
$678K
BC
518
Bridgefront Capital
Texas
$668K -$44.2K -1,603 -7%
FNT
519
First National Trust
Pennsylvania
$666K -$25.6K -926 -4%
Baird Financial Group
520
Baird Financial Group
Wisconsin
$655K -$74.4K -2,695 -12%
TW
521
Transform Wealth
Colorado
$653K -$163K -5,900 -22%
ACA
522
Atlas Capital Advisors
Wyoming
$652K +$74.3K +2,693 +15%
MWM
523
Mission Wealth Management
California
$651K -$4.83K -175 -0.8%
CGIM
524
Cannon Global Investment Management
Florida
$635K +$552K +20,000 New
IIM
525
Ironwood Investment Management
Massachusetts
$630K -$20.1K -730 -4%