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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
476
Twelve Points Wealth Management
Massachusetts
$2.22M -$648K -9,144 -23%
LCM
477
Legato Capital Management
California
$2.21M +$2.13M +30,000 New
FLPIM
478
F.L. Putnam Investment Management
Massachusetts
$2.2M -$229K -3,228 -10%
LCG
479
Lynx Capital Group
Ohio
$2.19M -$208K -2,930 -9%
JRPIM
480
Journey Retirement Planning & Investment Management
Idaho
$2.17M +$2.1M +29,584 New
PGFC
481
Peapack-Gladstone Financial Corp
New Jersey
$2.17M -$186K -2,630 -8%
CCM
482
Chilton Capital Management
Texas
$2.17M -$88.4K -1,248 -4%
SFI
483
Siemens Fonds Invest
Germany
$2.15M -$520K -7,333 -20%
WANY
484
Wealthspire Advisors (New York)
New York
$2.14M +$518K +7,315 +34%
NMERB
485
New Mexico Educational Retirement Board
New Mexico
$2.13M +$56.7K +800 +3%
BCV
486
Banque Cantonale Vaudoise
Switzerland
$2.11M -$368K -5,199 -15%
FWM
487
Forefront Wealth Management
Pennsylvania
$2.1M -$866K -12,229 -30%
CI
488
Capital Innovations
Wisconsin
$2.1M +$2.02M +28,513 New
HWM
489
HB Wealth Management
Georgia
$2.08M -$295K -4,162 -13%
IAA
490
Independent Advisor Alliance
North Carolina
$2.08M +$328K +4,625 +20%
HAG
491
HighPoint Advisor Group
Illinois
$2.06M +$514K +7,261 +35%
GCA
492
Greenwood Capital Associates
South Carolina
$2.06M -$1.06K -15 -0.1%
PCM
493
Palouse Capital Management
Washington
$2.05M -$253K -3,574 -11%
VAS
494
Vestmark Advisory Solutions
Massachusetts
$2.05M -$80.8K -1,141 -4%
SMC
495
Smith, Moore & Co
Missouri
$2.04M +$612K +8,645 +45%
GAM
496
Groupama Asset Management
France
$2.03M -$204K -2,874 -9%
XWL
497
XXI Wealth LLC
Illinois
$2.03M +$1.96M +27,669 New
IAMOG
498
Investors Asset Management of Georgia
Georgia
$2.03M +$32.9K +464 +2%
SWM
499
Segment Wealth Management
Texas
$2.03M -$76.7K -1,083 -4%
VC
500
Veracity Capital
Georgia
$2.01M +$39.7K +561 +2%