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Name Holding Trade Value Shares
Change
Change in
Stake
JIR
751
James Investment Research
Ohio
$12.3M +$586K +27,100 +7%
Caprock Group
752
Caprock Group
Idaho
$12.3M -$308K -14,230 -3%
Cresset Asset Management
753
Cresset Asset Management
Illinois
$12.3M -$503K -23,240 -5%
CCA
754
Cobblestone Capital Advisors
New York
$12.3M +$31.2K +1,440 +0.3%
SWM
755
SeaCrest Wealth Management
New York
$12.3M +$1.12M +51,870 +13%
CT
756
Caldwell Trust
Florida
$12.3M -$136K -6,270 -1%
Arkadios Wealth Advisors
757
Arkadios Wealth Advisors
Georgia
$12.3M +$667K +30,800 +8%
GLA
758
Good Life Advisors
Pennsylvania
$12.2M -$39.4K -1,820 -0.4%
PCP
759
Proficio Capital Partners
Massachusetts
$12.2M +$8.06M +372,390 +547%
Gotham Asset Management
760
Gotham Asset Management
New York
$12.2M +$669K +30,910 +8%
Fulton Bank
761
Fulton Bank
Pennsylvania
$12.2M -$124K -5,720 -1%
BWP
762
Balboa Wealth Partners
Arizona
$12.2M -$1.41M -65,070 -13%
Tiger Global Management
763
Tiger Global Management
New York
$12.2M +$9.5M +438,750 New
TCM
764
Twin Capital Management
Pennsylvania
$12.1M -$675K -31,180 -7%
PIA
765
Petredis Investment Advisors
Pennsylvania
$12.1M +$95.7K +4,420 +1%
PCM
766
Princeton Capital Management
New Jersey
$12.1M -$361K -16,670 -4%
Chicago Partners Investment Group
767
Chicago Partners Investment Group
Illinois
$12M +$2.06M +95,050 +27%
Valeo Financial Advisors
768
Valeo Financial Advisors
Indiana
$12M +$1.71M +78,880 +22%
RCW
769
Rheos Capital Works
Japan
$12M +$9.33M +431,000 New
SVI
770
Strategic Vision Investment
Hong Kong
$12M +$9.33M +431,000 New
FTDI
771
First Trust Direct Indexing
Massachusetts
$11.9M +$362K +16,740 +4%
P
772
Pitcairn
Pennsylvania
$11.9M +$830K +38,330 +10%
GIA
773
Gladstone Institutional Advisory
Florida
$11.9M -$355K -16,420 -4%
Fiduciary Trust
774
Fiduciary Trust
Massachusetts
$11.9M -$227K -10,510 -2%
Element Capital Management
775
Element Capital Management
New York
$11.8M +$9.2M +425,000 New