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Name Holding Trade Value Shares
Change
Change in
Stake
IP
276
Interval Partners
New York
$1.57M +$1.52M +6,371 New
WFI
277
West Family Investments
California
$1.51M -$15.9K -67 -1%
HWM
278
HB Wealth Management
Georgia
$1.5M -$18.8K -79 -1%
GM
279
GeoWealth Management
Illinois
$1.48M +$38.8K +163 +3%
Two Sigma Advisers
280
Two Sigma Advisers
New York
$1.48M +$928K +3,900 +186%
PWPS
281
Pinnacle Wealth Planning Services
Ohio
$1.47M -$102K -428 -7%
HAG
282
HighPoint Advisor Group
Illinois
$1.46M -$139K -584 -10%
PVM
283
Palogic Value Management
Texas
$1.45M +$5.71K +24 +0.4%
CCA
284
Checchi Capital Advisers
California
$1.44M -$5.95K -25 -0.4%
SA
285
SRN Advisors
Pennsylvania
$1.43M +$119K +500 +9%
CP
286
Covenant Partners
Tennessee
$1.42M
CAG
287
Cypress Advisory Group
Arizona
$1.41M +$1.36M +5,718 New
Vontobel Holding
288
Vontobel Holding
Switzerland
$1.38M
CIBC World Market
289
CIBC World Market
Ontario, Canada
$1.38M -$186K -783 -12%
SGI
290
Summit Global Investments
Utah
$1.37M +$461K +1,938 +53%
FFS
291
Founders Financial Securities
Maryland
$1.37M -$282K -1,185 -18%
NFA
292
Northern Financial Advisors
Michigan
$1.36M -$92.6K -389 -7%
HTC
293
Haverford Trust Company
Pennsylvania
$1.36M
AWS
294
Atria Wealth Solutions
New York
$1.36M +$619K +2,601 +89%
SWM
295
Sendero Wealth Management
Texas
$1.35M
CCM
296
Coldstream Capital Management
Washington
$1.35M +$432K +1,817 +50%
LM
297
Lincluden Management
Ontario, Canada
$1.33M -$257K -1,081 -17%
CNBT
298
Canandaigua National Bank & Trust
New York
$1.32M +$303K +1,275 +31%
MOS
299
MGO One Seven
Ohio
$1.31M +$512K +2,150 +68%
CWM
300
Congress Wealth Management
Massachusetts
$1.3M +$162K +680 +15%