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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
476
Chicago Partners Investment Group
Illinois
$678K -$234K -2,360 -29%
HWM
477
HB Wealth Management
Georgia
$666K -$10.9K -110 -2%
Vontobel Holding
478
Vontobel Holding
Switzerland
$661K -$54.2K -547 -9%
EW
479
Expressive Wealth
Illinois
$659K +$5.16K +52 +0.9%
SCP
480
Sivia Capital Partners
California
$641K
JTWM
481
Jackson Thornton Wealth Management
Alabama
$639K -$41.7K -420 -7%
PPW
482
Parcion Private Wealth
Washington
$639K +$4.66K +47 +0.8%
JGGDR
483
JGP Global Gestao de Recursos
Brazil
$637K
BIAS
484
Beacon Investment Advisory Services
New Jersey
$636K +$556K +5,608 New
VAS
485
Vestmark Advisory Solutions
Massachusetts
$628K +$88.8K +895 +19%
Group One Trading
486
Group One Trading
Illinois
$625K +$547K +5,515 New
IAA
487
Independent Advisor Alliance
North Carolina
$625K +$71.2K +718 +15%
EI
488
Ethic Inc
New York
$624K +$546K +5,505 New
CIA
489
Caerus Investment Advisors
Texas
$615K -$27K -272 -5%
SAM
490
Sagewood Asset Management
New York
$614K +$175K +1,760 +48%
VSQM
491
V-Square Quantitative Management
Illinois
$614K -$70.4K -710 -12%
EOJOAM
492
E. Ohman J:or Asset Management
Sweden
$614K
NMIMC
493
Northwestern Mutual Investment Management Company
Wisconsin
$610K +$2.98K +30 +0.6%
PR
494
PSP Research
Pennsylvania
$601K
OAM
495
Ostrum Asset Management
France
$599K +$94.8K +956 +22%
ACM
496
Allred Capital Management
Texas
$598K +$1.88K +19 +0.4%
SAI
497
Savvy Advisors Inc
New York
$595K -$40.7K -410 -7%
SFC
498
SYM Financial Corp
Indiana
$592K -$15.7K -158 -3%
FIC
499
Family Investment Center
Missouri
$589K +$516K +5,199 New
AF
500
Allworth Financial
California
$587K +$34.5K +348 +7%