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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
501
Next Financial Group
Texas
$488K +$53.8K +128 +12%
CS
502
Comerica Securities
Michigan
$487K -$224K -534 -31%
AIP
503
Ameritas Investment Partners
Nebraska
$480K -$24.8K -59 -5%
EWM
504
Evercore Wealth Management
New York
$474K -$7.56K -18 -2%
CAPTRUST Financial Advisors
505
CAPTRUST Financial Advisors
North Carolina
$470K +$319K +759 +210%
GC
506
Gilbert & Cook
Iowa
$470K +$471K +1,122 New
SCA
507
Snowden Capital Advisors
New York
$466K +$122K +290 +35%
EMG
508
ETF Managers Group
New Jersey
$463K +$61.8K +147 +15%
CF
509
Copperwynd Financial
Arizona
$444K +$63K +150 +16%
MFG
510
Menard Financial Group
Texas
$441K +$22.7K +54 +5%
CI
511
Conning Inc
Connecticut
$434K -$48.3K -115 -10%
OWM
512
OneAscent Wealth Management
Alabama
$424K +$425K +1,011 New
WFC
513
Western Financial Corp
California
$422K +$45.8K +109 +12%
PP
514
Paloma Partners
Connecticut
$421K -$718K -1,710 -63%
Acadian Asset Management
515
Acadian Asset Management
Massachusetts
$419K -$111K -264 -21%
HA
516
Harbor Advisors
Florida
$419K – – –
SS
517
Simplicity Solutions
Minnesota
$413K -$2.22M -5,277 -84%
SP
518
Symmetry Partners
Connecticut
$409K -$2.52K -6 -0.6%
PTC
519
Private Trust Company
Ohio
$403K +$150K +356 +59%
SCM
520
SevenOneSeven Capital Management
Pennsylvania
$397K +$1.26K +3 +0.3%
WI
521
WrapManager Inc
California
$395K -$140K -333 -26%
FC
522
Forte Capital
New York
$395K +$17.6K +42 +5%
IFWM
523
Institute for Wealth Management
Colorado
$394K +$53.8K +128 +16%
QI
524
QS Investors
New York
$388K – – –
WSFS
525
Wilmington Savings Fund Society
Delaware
$379K – – –