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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
Manske Wealth Management
Texas
$2.25M -$160K -978 -7%
WANY
652
Wealthspire Advisors (New York)
New York
$2.24M +$422K +2,580 +23%
NGA
653
Naples Global Advisors
Florida
$2.24M -$40.2K -246 -2%
STA
654
Summit Trail Advisors
New York
$2.24M +$26K +159 +1%
FP
655
Financial Perspectives
Minnesota
$2.17M -$48.7K -298 -2%
DIA
656
Dana Investment Advisors
Wisconsin
$2.16M
CNBT
657
Canandaigua National Bank & Trust
New York
$2.16M -$71.6K -438 -3%
CFA
658
Cahill Financial Advisors
Minnesota
$2.15M +$49.4K +302 +2%
ACM
659
Allred Capital Management
Texas
$2.15M -$18.3K -112 -0.8%
CMAI
660
Capital Management Associates Inc
Minnesota
$2.13M +$164K +1,000 +8%
Kovitz Investment Group Partners
661
Kovitz Investment Group Partners
Illinois
$2.11M -$8.98M -54,908 -81%
MCM
662
Mill Capital Management
North Carolina
$2.11M
ATFA
663
All Terrain Financial Advisors
Minnesota
$2.11M +$50K +306 +2%
FNT
664
First National Trust
Pennsylvania
$2.1M -$19.5K -119 -0.9%
ClearBridge Investments
665
ClearBridge Investments
New York
$2.09M -$106K -649 -5%
CC
666
Courier Capital
New York
$2.09M
BB
667
Busey Bank
Illinois
$2.09M -$4.25K -26 -0.2%
AWMM
668
Aegis Wealth Management (Maryland)
Maryland
$2.08M
QT
669
Quantbot Technologies
New York
$2.08M -$9.26M -56,602 -81%
PA
670
Parallel Advisors
California
$2.08M +$236K +1,446 +13%
QCG
671
Quadrant Capital Group
Ohio
$2.06M +$193K +1,183 +10%
ATPW
672
Ashton Thomas Private Wealth
Arizona
$2.05M -$105K -642 -5%
IWC
673
Integrated Wealth Concepts
Massachusetts
$2.05M -$3.78M -23,138 -64%
IAN
674
Integrated Advisors Network
Texas
$2.04M -$80.9K -495 -4%
WIA
675
World Investment Advisors
California
$2.04M +$139K +851 +7%