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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Barometer Capital Management
Ontario, Canada
$602K +$623K +12,600 New
LA
227
LVW Advisors
New York
$601K -$39.4K -796 -6%
Calamos Advisors
228
Calamos Advisors
Illinois
$593K
BWP
229
BSW Wealth Partners
Colorado
$582K +$184K +3,711 +44%
PA
230
Profund Advisors
Maryland
$578K -$147K -2,973 -20%
NI
231
Natural Investments
California
$574K -$4.75K -96 -0.8%
PWG
232
Portside Wealth Group
Utah
$568K -$193K -3,894 -25%
MIM
233
Martin Investment Management
Florida
$549K +$4.7K +95 +0.8%
BF
234
Brucke Financial
Indiana
$547K -$42.3K -855 -6%
SCM
235
Sterling Capital Management
North Carolina
$545K +$60.3K +1,218 +12%
ECM
236
ExodusPoint Capital Management
New York
$542K +$561K +11,349 New
Jones Financial Companies
237
Jones Financial Companies
Missouri
$534K +$69K +1,395 +14%
CWM
238
Cordatus Wealth Management
Pennsylvania
$533K +$2.18K +44 +0.4%
Fiera Capital (Canada)
239
Fiera Capital (Canada)
Quebec, Canada
$531K -$44K -890 -7%
MWM
240
Maridea Wealth Management
New York
$519K +$557K +11,266 New
GAM
241
Gotham Asset Management
New York
$515K +$534K +10,790 New
EWA
242
EverSource Wealth Advisors
Alabama
$512K -$13.1K -264 -2%
NG
243
Norden Group
Utah
$507K -$63.9K -1,291 -11%
AC
244
AlphaCore Capital
California
$503K +$396K +8,006 +317%
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
$502K +$98.9K +2,000 +24%
CIC
246
Chilton Investment Company
Connecticut
$499K +$144K +2,911 +39%
EWM
247
Empirical Wealth Management
Washington
$499K +$179K +3,623 +53%
Vontobel Holding
248
Vontobel Holding
Switzerland
$496K
DCM
249
DGS Capital Management
New Jersey
$489K +$178K +3,597 +54%
MOS
250
MGO One Seven
Ohio
$483K +$16.1K +326 +3%