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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
601
Great Valley Advisor Group
Delaware
$595K +$7.72K +28 +1%
AAIS
602
ABN AMRO Investment Solutions
$593K +$569K +2,062 New
ACM
603
Advisors Capital Management
New Jersey
$590K
CGL
604
Clarius Group LLC
Washington
$586K -$23.4K -85 -4%
HGWM
605
Horst & Graben Wealth Management
Oregon
$579K
CG
606
Caprock Group
Idaho
$578K +$145K +525 +35%
DZ Bank
607
DZ Bank
Germany
$575K +$138K +500 +33%
CC
608
Centiva Capital
New York
$574K -$848K -3,075 -61%
HI
609
Harbour Investments
Wisconsin
$570K +$21.8K +79 +4%
PMA
610
Prudent Man Advisors
Illinois
$569K +$29.2K +106 +6%
RJT
611
Raymond James Trust
Florida
$567K -$57.1K -207 -9%
NP
612
NorthRock Partners
Minnesota
$565K +$4.96K +18 +0.9%
PA
613
Parallel Advisors
California
$564K -$9.38K -34 -2%
JWCA
614
J.W. Cole Advisors
Florida
$563K +$17.9K +65 +3%
TPA
615
Trivium Point Advisory
Connecticut
$560K +$537K +1,948 New
SFB
616
STAR Financial Bank
Indiana
$560K -$66.2K -240 -11%
FIA
617
Foundations Investment Advisors
Arizona
$560K +$22.1K +80 +4%
CAM
618
Campion Asset Management
Virginia
$559K
LWM
619
Liberty Wealth Management
California
$554K +$1.72M +6,226 New
XT
620
XTX Topco
Cayman Islands
$548K +$333K +1,208 +173%
FFA
621
Farther Finance Advisors
California
$547K +$309K +1,121 +139%
AF
622
Arrow Financial
New York
$547K
RAM
623
Ramirez Asset Management
New York
$546K
SFS
624
Strategic Financial Services
New York
$545K
CCM
625
Cullen Capital Management
New York
$544K