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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
376
Blue Trust Inc
Georgia
$515K -$239K -18,543 -32%
HC
377
Henshaw Capital
Massachusetts
$512K +$496K +38,557 New
PCS
378
Personal CFO Solutions
New Jersey
$506K +$490K +38,101 New
RS
379
Rakuten Securities
Japan
$506K +$490K +38,078 New
NA
380
NewEdge Advisors
Louisiana
$502K +$296K +23,024 +156%
HSBC Holdings
381
HSBC Holdings
United Kingdom
$496K +$483K +37,526 New
FFAS
382
FIG Financial Advisory Services
Oklahoma
$493K -$1.54M -119,404 -76%
FC
383
FORA Capital
Florida
$489K +$475K +36,874 New
MGWM
384
Marks Group Wealth Management
Minnesota
$488K +$473K +36,739 New
HWM
385
HB Wealth Management
Georgia
$484K +$151K +11,703 +47%
VSQM
386
V-Square Quantitative Management
Illinois
$468K -$1.4M -108,563 -75%
SF
387
Summit Financial
New Jersey
$463K +$449K +34,882 New
CCIA
388
Campbell & Co Investment Adviser
Maryland
$463K +$448K +34,846 New
PI
389
PineBridge Investments
New York
$455K +$441K +34,283 New
WFI
390
West Family Investments
California
$443K +$25.5K +1,983 +6%
MCM
391
MAI Capital Management
Ohio
$441K +$66.4K +5,160 +18%
FIA
392
FNY Investment Advisers
New York
$436K +$423K +32,866 New
PMAM
393
Picton Mahoney Asset Management
Ontario, Canada
$432K -$229K -17,770 -35%
JWCA
394
J.W. Cole Advisors
Florida
$428K +$415K +32,209 New
CCM
395
Coldstream Capital Management
Washington
$418K +$92.5K +7,186 +30%
HT
396
Headlands Technologies
Illinois
$410K -$145K -11,230 -27%
Kovitz Investment Group Partners
397
Kovitz Investment Group Partners
Illinois
$407K +$395K +30,673 New
ACP
398
Arcus Capital Partners
Georgia
$407K -$21.1K -1,636 -5%
JSSH
399
J. Safra Sarasin Holding
$390K +$378K +29,338 New
RL
400
Retireful LLC
Michigan
$389K +$377K +29,327 New