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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
576
Wolverine Asset Management
Illinois
$351K -$159K -1,900 -32%
GT
577
Greenleaf Trust
Michigan
$347K -$3.34K -40 -1%
CW
578
CreativeOne Wealth
Kansas
$347K +$330K +3,951 New
SG
579
StoneX Group
New York
$345K +$29K +347 +10%
NC
580
NinePointTwo Capital
California
$343K +$326K +3,898 New
CG
581
Colony Group
Massachusetts
$336K
IIA
582
IPG Investment Advisors
California
$334K +$317K +3,797 New
CG
583
Caprock Group
Idaho
$333K -$213K -2,556 -40%
CAM
584
Cresset Asset Management
Illinois
$332K +$33.4K +400 +12%
FFG
585
Frisch Financial Group
New York
$328K +$4.18K +50 +1%
WS
586
Wedbush Securities
California
$326K -$194K -2,320 -38%
SGA
587
Strategic Global Advisors
California
$325K -$32K -383 -9%
IFG
588
Independent Financial Group
California
$320K -$114K -1,366 -27%
DI
589
DFPG Investments
Utah
$320K +$292K +3,500 New
AIC
590
Ayalon Insurance Company
Israel
$319K -$124K -1,482 -29%
NSIM
591
North Star Investment Management
Illinois
$318K
IHL
592
Investment House LLC
California
$316K -$2.31M -27,680 -88%
QWM
593
QP Wealth Management
New Jersey
$311K +$37.6K +450 +15%
CBT
594
Capital Bank & Trust
California
$310K
BPA
595
Beacon Pointe Advisors
California
$306K +$9.19K +110 +3%
AC
596
Abbrea Capital
California
$301K +$286K +3,425 New
RGC
597
Roberts, Glore & Co
Illinois
$296K -$4.18K -50 -1%
MG
598
Mather Group
Illinois
$296K +$281K +3,368 New
EI
599
Ethic Inc
New York
$293K -$98.6K -1,181 -26%
JIC
600
Johnson Investment Counsel
Ohio
$292K +$277K +3,320 New