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Name Holding Trade Value Shares
Change
Change in
Stake
CICI
251
Capital Investment Counsel Inc
North Carolina
$721K +$111K +700 +18%
CFSG
252
Community Financial Services Group
Vermont
$714K +$307K +1,931 +73%
AWM
253
Altium Wealth Management
New York
$711K +$35.7K +225 +5%
Impax Asset Management Group
254
Impax Asset Management Group
United Kingdom
$696K +$5.4K +34 +0.8%
Charles Schwab
255
Charles Schwab
California
$692K -$161K -1,013 -19%
LSAG
256
Lake Street Advisors Group
New Hampshire
$688K +$11.4K +72 +2%
WAM
257
Wealthspire Advisors (Maryland)
Maryland
$681K -$219K -1,377 -24%
WANY
258
Wealthspire Advisors (New York)
New York
$671K +$93.4K +588 +16%
CFGS
259
Concourse Financial Group Securities
Alabama
$663K +$46.7K +294 +7%
MGWM
260
Marks Group Wealth Management
Minnesota
$645K -$14.8K -93 -2%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$639K +$16.8K +106 +3%
IIC
262
Integrated Investment Consultants
Michigan
$639K +$183K +1,151 +39%
FC
263
FORA Capital
Florida
$639K +$212K +1,335 +48%
CP
264
Covenant Partners
Tennessee
$631K -$260K -1,639 -29%
EARNEST Partners
265
EARNEST Partners
Georgia
$629K +$1.11K +7 +0.2%
MOS
266
MGO One Seven
Ohio
$628K -$208K -1,312 -14%
RHBC
267
R.H. Bluestein & Co
Michigan
$623K
DTL
268
Dynamic Technology Lab
Singapore
$610K +$621K +3,914 New
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$605K
FIM
270
Freedom Investment Management
Connecticut
$600K -$90.7K -571 -13%
QI
271
Qtron Investments
Massachusetts
$593K +$1.27K +8 +0.2%
Twin Tree Management
272
Twin Tree Management
Texas
$592K -$6.15M -38,710 -91%
ONB
273
Old National Bancorp
Indiana
$590K -$14.8K -93 -2%
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$585K +$25.6K +161 +4%
FAIM
275
Financial Advocates Investment Management
Washington
$584K