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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
551
CIBC World Market
Ontario, Canada
$874K -$73.3K -665 -7%
CIC
552
Chase Investment Counsel
Virginia
$864K +$926K +8,400 New
SM
553
STF Management
Texas
$851K -$43.9K -398 -5%
CNBT
554
Canandaigua National Bank & Trust
New York
$850K +$280K +2,538 +44%
FPAS
555
Focus Partners Advisor Solutions
Missouri
$850K +$20.7K +188 +2%
TC
556
TownSquare Capital
Utah
$842K +$174K +1,575 +24%
RWM
557
Ritholtz Wealth Management
New York
$842K -$44.5K -404 -5%
FIM
558
Fruth Investment Management
Texas
$837K
WPC
559
Wedmont Private Capital
Pennsylvania
$831K -$41.4K -376 -4%
VA
560
Vident Advisory
Georgia
$830K -$18.1M -163,928 -95%
MFS
561
Madrona Financial Services
Washington
$820K +$4.63K +42 +0.5%
SIA
562
Strategic Investment Advisors
Michigan
$816K -$33.3K -302 -4%
SFM
563
Signet Financial Management
New Jersey
$813K -$13.3K -121 -2%
AC
564
Apella Capital
Connecticut
$810K +$13.6K +123 +2%
AFG
565
Atomi Financial Group
New York
$790K +$62.9K +571 +8%
SF
566
Synovus Financial
Georgia
$786K -$38.6K -350 -4%
HPG
567
Harvest Portfolios Group
Ontario, Canada
$784K +$839K +7,612 New
IWP
568
Insight Wealth Partners
Texas
$782K +$1.1K +10 +0.1%
MIM
569
Morningstar Investment Management
Illinois
$780K
CS
570
Crescent Sterling
Louisiana
$779K +$372K +3,371 +80%
PA
571
Parallel Advisors
California
$776K -$9.26K -84 -1%
Group One Trading
572
Group One Trading
Illinois
$771K +$826K +7,494 New
DI
573
Disciplined Investments
Oklahoma
$770K -$457K -4,150 -36%
FIC
574
FCG Investment Company
Tennessee
$766K -$4.52K -41 -0.5%
CWA
575
Carolina Wealth Advisors
South Carolina
$762K +$88K +798 +12%