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Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
576
Burns Matteson Capital Management
New York
$447K +$224K +486 +108%
IAA
577
Independent Advisor Alliance
North Carolina
$441K -$460 -1 -0.1%
TAM
578
Trust Asset Management
Texas
$440K – – –
FFM
579
Forum Financial Management
Illinois
$439K – – –
IFU
580
iSAM Funds (UK)
United Kingdom
$439K +$424K +922 New
TA
581
Tectonic Advisors
Texas
$437K – – –
Lido Advisors
582
Lido Advisors
California
$434K +$23.5K +51 +6%
WAG
583
Wallace Advisory Group
California
$432K +$9.21K +20 +2%
BS
584
Banco Santander
Spain
$427K +$412K +896 New
STA
585
Summit Trail Advisors
New York
$424K +$130K +282 +46%
HCA
586
Harbor Capital Advisors
Illinois
$423K +$409K +888 New
MG
587
MilWealth Group
Wisconsin
$423K – – –
GSC
588
Grey Street Capital
Illinois
$420K +$405K +881 New
AG
589
Ascent Group
Virginia
$416K +$2.3K +5 +0.6%
SC
590
Savant Capital
Illinois
$413K +$36.4K +79 +10%
EFM
591
E Fund Management
China
$411K -$6.9K -15 -2%
FW
592
FirstPurpose Wealth
Utah
$404K -$17.5K -38 -4%
AF
593
Allworth Financial
California
$402K +$17K +37 +5%
SFI
594
Siemens Fonds Invest
Germany
$395K -$17.5K -38 -4%
OPCM
595
Osborne Partners Capital Management
California
$393K -$230K -500 -38%
GM
596
GeoWealth Management
Illinois
$392K -$41K -89 -10%
OWA
597
Opal Wealth Advisors
New York
$389K +$6.44K +14 +2%
CI
598
Cigna Investments
Connecticut
$385K -$6.9K -15 -2%
DJSG
599
D.J. St. Germain
Massachusetts
$381K – – –
SRC
600
Shufro Rose & Co
New York
$381K – – –