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Name Holding Trade Value Shares
Change
Change in
Stake
SBH
1101
Segall Bryant & Hamill
Illinois
$567K -$1.96K -70 -0.4%
CWS
1102
Confluence Wealth Services
Pennsylvania
$564K -$18.2K -650 -3%
BS
1103
Boenning & Scattergood
Pennsylvania
$562K +$146K +5,220 +53%
CCM
1104
CAAS Capital Management
New York
$562K -$325K -11,570 -38%
AHC
1105
Adell Harriman & Carpenter
Texas
$561K -$72.9K -2,600 -12%
FA
1106
Fagan Associates
New York
$560K +$26.6K +950 +5%
RPCONE
1107
Retirement Planning Company of New England
Rhode Island
$559K -$57.5K -2,050 -10%
EMG
1108
ETF Managers Group
New Jersey
$559K +$19.1K +680 +4%
NWA
1109
New World Advisors
Massachusetts
$559K +$46K +1,640 +9%
NC
1110
NinePointTwo Capital
California
$558K
HWAM
1111
Hennion & Walsh Asset Management
New Jersey
$556K -$43.5K -1,550 -8%
XT
1112
XTX Topco
Cayman Islands
$556K +$529K +18,850 New
1WA
1113
180 Wealth Advisors
Washington
$555K -$198K -7,050 -32%
V
1114
ViaWealth
Kansas
$555K +$494K +17,600 New
WAP
1115
Wealthcare Advisory Partners
Pennsylvania
$555K +$126K +4,500 +31%
SWA
1116
Stratos Wealth Advisors
Ohio
$555K +$194K +6,930 +58%
HHGA
1117
Halbert Hargrove Global Advisors
California
$554K +$15.4K +550 +3%
SWA
1118
SFMG Wealth Advisors
Texas
$551K -$83.9K -2,990 -14%
WAS
1119
WESPAC Advisors SoCal
California
$547K
MC
1120
Mathes Company
New York
$546K
FAM
1121
Formidable Asset Management
Ohio
$543K -$5.61K -200 -1%
First Manhattan
1122
First Manhattan
New York
$543K -$635K -22,630 -55%
WEG
1123
World Equity Group
Illinois
$541K +$44.3K +1,580 +9%
HWA
1124
HCR Wealth Advisors
California
$534K
PIA
1125
Perennial Investment Advisors
California
$533K -$150K -5,330 -23%