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Name Holding Trade Value Shares
Change
Change in
Stake
SP
526
Stablepoint Partners
Massachusetts
$855K +$759K +3,695 New
DCM
527
Dimension Capital Management
Florida
$853K +$757K +3,685 New
United Capital Financial Advisors
528
United Capital Financial Advisors
Texas
$844K +$308K +1,501 +70%
KFA
529
Kelleher Financial Advisors
New York
$838K -$5.54K -27 -0.7%
B
530
Birchbrook
Maine
$836K +$742K +3,612 New
Alberta Investment Management Corp (AIMCo)
531
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$833K -$33.9M -164,902 -98%
Northeast Financial Consultants
532
Northeast Financial Consultants
Connecticut
$828K +$308K +1,500 +72%
KOCAA
533
Knights of Columbus Asset Advisors
Connecticut
$828K +$6.16K +30 +0.8%
Lido Advisors
534
Lido Advisors
California
$810K +$200K +976 +39%
Cetera Advisors
535
Cetera Advisors
Colorado
$805K +$169K +823 +31%
IWA
536
IVC Wealth Advisors
Pennsylvania
$804K -$10.3K -50 -1%
Fulton Bank
537
Fulton Bank
Pennsylvania
$791K -$8.62K -42 -1%
LOIM
538
Liberty One Investment Management
Illinois
$782K -$35.1K -171 -5%
FC
539
FORA Capital
Florida
$780K -$2.86M -13,948 -81%
MGO One Seven
540
MGO One Seven
Ohio
$775K +$58.5K +285 +9%
Boston Partners
541
Boston Partners
Massachusetts
$775K -$92.6M -451,003 -99%
CHAM
542
Clear Harbor Asset Management
Connecticut
$769K +$312K +1,521 +84%
Chicago Capital
543
Chicago Capital
Illinois
$751K -$100K -487 -13%
GTAM
544
Global Trust Asset Management
Florida
$750K – – –
CreativeOne Wealth
545
CreativeOne Wealth
Kansas
$747K +$15.6K +76 +2%
Great Valley Advisor Group
546
Great Valley Advisor Group
Delaware
$746K +$259K +1,261 +64%
HCA
547
Harbor Capital Advisors
Illinois
$732K – – –
Greenleaf Trust
548
Greenleaf Trust
Michigan
$730K +$11.9K +58 +2%
BRWA
549
B. Riley Wealth Advisors
Florida
$725K -$89.5K -436 -12%
MFG
550
MidWestOne Financial Group
Iowa
$716K +$202K +982 +47%