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Name Holding Trade Value Shares
Change
Change in
Stake
CNC
551
Canandaigua National Corp
New York
$812K +$849K +1,506 New
AAP
552
Arax Advisory Partners
Colorado
$811K +$328K +581 +63%
SWA
553
SFMG Wealth Advisors
Texas
$808K +$14.7K +26 +2%
JF
554
Jump Financial
Illinois
$807K -$77.8K -138 -8%
NICM
555
Neo Ivy Capital Management
New York
$799K -$1.82M -3,230 -69%
IP
556
Intellectus Partners
California
$791K -$27.6K -49 -3%
NI
557
Natural Investments
California
$789K +$826K +1,464 New
CIA
558
Concurrent Investment Advisors
Florida
$787K -$10.7K -19 -1%
CCM
559
Coldstream Capital Management
Washington
$786K -$25.9K -46 -3%
CGH
560
Crossmark Global Holdings
Texas
$783K -$11.8K -21 -1%
VI
561
Vestcor Inc
New Brunswick, Canada
$782K – – –
AF
562
Allworth Financial
California
$771K +$201K +357 +33%
RS
563
R Squared
Hong Kong
$770K +$383K +679 +91%
Jacobs Levy Equity Management
564
Jacobs Levy Equity Management
New Jersey
$767K -$40K -71 -5%
MAS
565
Meeder Advisory Services
Ohio
$766K -$132K -234 -14%
MWM
566
Mission Wealth Management
California
$764K +$8.46K +15 +1%
VT
567
Vise Technologies
New York
$759K – – –
EP
568
Essential Partners
California
$757K -$863K -1,531 -52%
HCA
569
Harbor Capital Advisors
Illinois
$756K -$173K -307 -18%
MB
570
MidFirst Bank
Oklahoma
$756K +$1.13K +2 +0.1%
SFM
571
Signet Financial Management
New Jersey
$744K – – –
DWM
572
Ducere Wealth Management
California
$737K +$46.8K +83 +6%
LWM
573
Liberty Wealth Management
California
$734K – – –
GIC
574
Generali Investments CEE
Czech Republic
$728K -$2.58M -4,583 -77%
AF
575
Aviso Financial
Ontario, Canada
$725K +$283K +501 +59%