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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
526
Bluefin Capital Management
New York
$677K -$1.91M -17,990 -72%
VC
527
Veracity Capital
Georgia
$672K -$90.8K -854 -11%
HSA
528
HBK Sorce Advisory
Pennsylvania
$672K -$30.5K -287 -4%
EE
529
EWG Elevate
California
$669K +$722K +6,796 New
MCP
530
Mirador Capital Partners
California
$665K +$7.33K +69 +1%
FDCDDQ
531
Federation des caisses Desjardins du Quebec
Quebec, Canada
$664K +$130K +1,223 +22%
PAS
532
Park Avenue Securities
New York
$664K +$153K +1,440 +27%
GFPC
533
Global Financial Private Client
Florida
$664K +$668K +6,283 +1,227%
CMO
534
Covenant Multifamily Offices
Texas
$662K +$116K +1,095 +20%
CIM
535
CIM Investment Management
Pennsylvania
$661K +$713K +6,707 New
BFG
536
Barber Financial Group
Kansas
$660K -$3.62K -34 -0.5%
HH
537
Hilltop Holdings
Texas
$660K +$14.1K +133 +2%
EWM
538
Evercore Wealth Management
New York
$656K
ECM
539
Everence Capital Management
Indiana
$649K
AWS
540
Arkfeld Wealth Strategies
Nebraska
$644K +$699K +6,578 New
SIA
541
Strategic Investment Advisors
Michigan
$642K -$99K -931 -12%
IA
542
IndexIQ Advisors
New York
$640K +$83.9K +789 +14%
SF
543
Symphony Financial
Texas
$636K +$678K +6,375 New
HBT
544
Heartland Bank & Trust
Illinois
$634K +$53.4K +502 +8%
DWM
545
Dakota Wealth Management
Florida
$632K +$14.9K +140 +2%
KWM
546
Kingsview Wealth Management
Oregon
$631K -$2.17M -20,445 -76%
QIM
547
Quantitative Investment Management
Virginia
$629K +$679K +6,391 New
MWM
548
Meridian Wealth Management
Kentucky
$628K -$36.7K -345 -5%
CIAS
549
Capital Investment Advisory Services
North Carolina
$621K +$446K +4,192 +198%
Cerity Partners
550
Cerity Partners
New York
$619K -$183K -1,720 -21%