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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
626
Curated Wealth Partners
California
$759K +$58.7K +125 +9%
MNBTD
627
Moody National Bank Trust Division
Texas
$757K -$11.3K -24 -2%
MC
628
Moors & Cabot
Massachusetts
$745K +$5.17K +11 +0.7%
CA
629
Cullinan Associates
Kentucky
$742K
TGAM
630
TBH Global Asset Management
Tennessee
$740K +$27.3K +58 +4%
CCA
631
Checchi Capital Advisers
California
$735K -$13.2K -28 -2%
VSQM
632
V-Square Quantitative Management
Illinois
$720K +$228K +486 +49%
WPC
633
Wedmont Private Capital
Pennsylvania
$720K +$31K +66 +5%
CGL
634
Clarius Group LLC
Washington
$717K -$154K -328 -18%
IF
635
IRON Financial
Illinois
$715K +$690K +1,469 New
CIP
636
Capital Insight Partners
Arizona
$714K +$58.7K +125 +9%
CCG
637
Ceeto Capital Group
Florida
$712K +$686K +1,460 New
TAM
638
Trust Asset Management
Texas
$711K
GCM
639
Genus Capital Management
British Columbia, Canada
$705K -$5.32M -11,330 -89%
BTWM
640
Baker Tilly Wealth Management
Wisconsin
$697K -$157K -334 -19%
AIP
641
Ameritas Investment Partners
Nebraska
$696K -$24.4K -52 -4%
KCM
642
KLK Capital Management
California
$695K -$28.7K -61 -4%
CBNLCF
643
Cognios Beta Neutral Large Cap Fund
Kansas
$694K -$34.8K -74 -5%
CG
644
Caprock Group
Idaho
$693K +$23.5K +50 +4%
DADC
645
D.A. Davidson & Co
Montana
$685K -$9.87K -21 -1%
MSCM
646
McElhenny Sheffield Capital Management
Texas
$684K -$55K -117 -8%
SB
647
Strategic Blueprint
Georgia
$679K -$24.4K -52 -4%
BAM
648
Bayshore Asset Management
Florida
$677K
FFG
649
Fortem Financial Group
California
$675K +$267K +569 +70%
IAA
650
Independent Advisor Alliance
North Carolina
$671K +$31.5K +67 +5%