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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
576
Cribstone Capital Management
Maine
$352K +$334K +4,000 New
WAM
577
Wolverine Asset Management
Illinois
$351K -$159K -1,900 -32%
GT
578
Greenleaf Trust
Michigan
$347K -$3.34K -40 -1%
CW
579
CreativeOne Wealth
Kansas
$347K +$330K +3,951 New
SG
580
StoneX Group
New York
$345K +$29K +347 +10%
NC
581
NinePointTwo Capital
California
$343K +$326K +3,898 New
CG
582
Colony Group
Massachusetts
$336K – – –
IIA
583
IPG Investment Advisors
California
$334K +$317K +3,797 New
CG
584
Caprock Group
Idaho
$333K -$213K -2,556 -40%
CAM
585
Cresset Asset Management
Illinois
$332K +$33.4K +400 +12%
FFG
586
Frisch Financial Group
New York
$328K +$4.18K +50 +1%
WS
587
Wedbush Securities
California
$326K -$194K -2,320 -38%
SGA
588
Strategic Global Advisors
California
$325K -$32K -383 -9%
IFG
589
Independent Financial Group
California
$320K -$114K -1,366 -27%
DI
590
DFPG Investments
Utah
$320K +$292K +3,500 New
AIC
591
Ayalon Insurance Company
Israel
$319K -$124K -1,482 -29%
NSIM
592
North Star Investment Management
Illinois
$318K – – –
IHL
593
Investment House LLC
California
$316K -$2.31M -27,680 -88%
QWM
594
QP Wealth Management
New Jersey
$311K +$37.6K +450 +15%
CBT
595
Capital Bank & Trust
California
$310K – – –
BPA
596
Beacon Pointe Advisors
California
$306K +$9.19K +110 +3%
AC
597
Abbrea Capital
California
$301K +$286K +3,425 New
RGC
598
Roberts, Glore & Co
Illinois
$296K -$4.18K -50 -1%
MG
599
Mather Group
Illinois
$296K +$281K +3,368 New
EI
600
Ethic Inc
New York
$293K -$98.6K -1,181 -26%