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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
626
Capital Asset Advisory Services
Michigan
$313K -$206K -448 -40%
RCAG
627
Rehmann Capital Advisory Group
Michigan
$313K – – –
LAM
628
Lakewood Asset Management
Illinois
$310K +$300K +651 New
WTC
629
WhitTier Trust Company
Nevada
$310K – – –
GCM
630
Genus Capital Management
British Columbia, Canada
$307K +$297K +645 New
HTC
631
Haverford Trust Company
Pennsylvania
$305K – – –
CM
632
Capula Management
Cayman Islands
$305K +$295K +640 New
LSAG
633
Lake Street Advisors Group
New Hampshire
$304K +$6.44K +14 +2%
FFA
634
Farther Finance Advisors
California
$303K +$75K +163 +34%
D
635
Diversified
Delaware
$302K – – –
GS
636
GTS Securities
Florida
$302K -$149K -324 -34%
MWM
637
MinichMacGregor Wealth Management
New York
$301K +$460 +1 +0.2%
QCG
638
Quadrant Capital Group
Ohio
$301K +$11K +24 +4%
SWM
639
Salvus Wealth Management
New Jersey
$299K -$17K -37 -6%
Nomura Holdings
640
Nomura Holdings
Japan
$297K -$433K -941 -60%
SCA
641
Summit Creek Advisors
Minnesota
$296K +$3.68K +8 +1%
GA
642
Geller Advisors
New York
$296K -$2.3K -5 -0.8%
BBHC
643
Brown Brothers Harriman & Co
New York
$294K – – –
PA
644
Parallel Advisors
California
$291K +$19.3K +42 +7%
IAS
645
Insigneo Advisory Services
Florida
$289K +$62.6K +136 +29%
Wolverine Trading
646
Wolverine Trading
Illinois
$283K -$551K -1,198 -67%
NWA
647
New World Advisors
Massachusetts
$282K -$4.6K -10 -2%
ORG
648
Optimist Retirement Group
Washington
$282K +$272K +591 New
AC
649
ASB Consultores
Florida
$281K +$272K +590 New
FL
650
Fort LP
Maryland
$281K -$37.7K -82 -12%