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Name Holding Trade Value Shares
Change
Change in
Stake
ETS
551
ESL Trust Services
New York
$369K
GM
552
GeoWealth Management
Illinois
$368K -$30.1K -1,381 -8%
EH
553
Equitable Holdings
New York
$367K +$56.6K +2,600 +20%
MWM
554
Modern Wealth Management
Kansas
$364K +$47.7K +2,188 +16%
WHG
555
Westwood Holdings Group
Texas
$362K +$342K +15,712 New
TC
556
TwinBeech Capital
New York
$358K +$339K +15,549 New
TG
557
TCW Group
California
$358K -$697 -32 -0.2%
NAM
558
NorthCrest Asset Manangement
Minnesota
$357K +$58.6K +2,692 +21%
BGDI
559
BW Gestao de Investimentos
Brazil
$356K -$9.62M -441,485 -97%
CFM
560
Catalyst Funds Management
Australia
$355K +$336K +15,401 New
CCFM
561
Clear Creek Financial Management
Washington
$351K +$66.2K +3,039 +25%
AC
562
AlphaCore Capital
California
$349K +$78.3K +3,592 +31%
CSC
563
Caldwell Sutter Capital
California
$347K -$18.2K -835 -5%
JWCA
564
J.W. Cole Advisors
Florida
$346K +$327K +14,994 New
KBFS
565
Kohmann Bosshard Financial Services
Ohio
$345K
SDIC
566
South Dakota Investment Council
South Dakota
$343K
FCMC
567
Founders Capital Management (Connecticut)
Connecticut
$342K
FMI
568
Frec Markets Inc
California
$342K +$63.5K +2,913 +24%
OC
569
Oppenheimer & Co
New York
$342K +$22 +1 +0%
SAI
570
Systematic Alpha Investments
New Jersey
$337K
WIA
571
World Investment Advisors
California
$334K -$112K -5,160 -24%
RL
572
Retireful LLC
Michigan
$330K +$14.8K +681 +5%
WA
573
Waverly Advisors
Alabama
$329K -$14K -643 -4%
FTWA
574
Fifth Third Wealth Advisors
Ohio
$328K +$30.9K +1,418 +11%
PRTG
575
Post Resch Tallon Group
New York
$326K +$8.71K +400 +3%