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Name Holding Trade Value Shares
Change
Change in
Stake
RPC
501
Rossmore Private Capital
Connecticut
$267K +$254K +5,010 New
FCM
502
Fortis Capital Management
Washington
$265K +$253K +4,983 New
UWS
503
Unique Wealth Strategies
Illinois
$265K +$252K +4,977 New
Northwestern Mutual Wealth Management
504
Northwestern Mutual Wealth Management
Wisconsin
$265K +$27.4K +541 +12%
NFSG
505
Newbridge Financial Services Group
Florida
$264K -$49.7K -980 -17%
VC
506
VarCov Co
Connecticut
$262K +$250K +4,924 New
IAS
507
Integrity Advisory Solutions
Texas
$260K +$248K +4,890 New
AWC
508
Abundance Wealth Counselors
Pennsylvania
$256K +$244K +4,812 New
MFA
509
Mayflower Financial Advisors
Massachusetts
$255K +$242K +4,782 New
YCM
510
Yousif Capital Management
Michigan
$254K +$242K +4,774 New
CM
511
Capula Management
Cayman Islands
$252K +$239K +4,724 New
MGIA
512
Moneta Group Investment Advisors
Missouri
$251K +$239K +4,718 New
AWM
513
Axxcess Wealth Management
California
$251K +$239K +4,708 New
AAM
514
Alphadyne Asset Management
New York
$250K +$238K +4,696 New
OAC
515
OMERS Administration Corp
Ontario, Canada
$250K +$238K +4,689 New
IPW
516
Impact Partnership Wealth
Georgia
$246K +$234K +4,627 New
Bank Julius Baer & Co
517
Bank Julius Baer & Co
Switzerland
$246K +$28K +553 +14%
AP
518
Americana Partners
Texas
$246K +$234K +4,614 New
NL
519
NWAM LLC
Washington
$245K +$234K +4,608 New
FSA
520
Fort Sheridan Advisors
Illinois
$245K +$233K +4,592 New
NP
521
NorthRock Partners
Minnesota
$241K +$230K +4,532 New
RWM
522
Ritholtz Wealth Management
New York
$238K +$226K +4,469 New
MF
523
Magnetar Financial
Illinois
$234K -$1.8M -35,510 -89%
TAM
524
Tocqueville Asset Management
New York
$234K +$222K +4,385 New
CPIG
525
Chicago Partners Investment Group
Illinois
$233K +$31.2K +615 +10%