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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
301
Sage Rhino Capital
California
$441K -$9.79K -74 -2%
TA
302
Tectonic Advisors
Texas
$438K +$5.03K +38 +1%
BRWA
303
B. Riley Wealth Advisors
Florida
$437K -$52.6K -398 -11%
AWA
304
Aaron Wealth Advisors
Illinois
$434K -$1.19K -9 -0.3%
EARNEST Partners
305
EARNEST Partners
Georgia
$432K -$204K -1,545 -33%
IC
306
IEQ Capital
California
$423K -$227K -1,717 -36%
BG
307
Bahl & Gaynor
Ohio
$417K
CHP
308
Cable Hill Partners
Oregon
$417K -$43.4K -328 -10%
SIG
309
Stonegate Investment Group
Alabama
$399K -$48.4K -366 -11%
NAS
310
Nicolet Advisory Services
Wisconsin
$399K +$44K +333 +12%
TPCW
311
TD Private Client Wealth
New York
$398K +$168K +1,270 +77%
FAIM
312
Financial Advocates Investment Management
Washington
$398K +$29.9K +226 +8%
PI
313
PEAK6 Investments
Illinois
$398K +$180K +1,358 +88%
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$391K -$6.35K -48 -2%
PI
315
PFG Investments
New York
$387K +$374K +2,831 New
CB
316
Commerce Bank
Missouri
$384K -$7.8K -59 -2%
MWM
317
Mission Wealth Management
California
$380K +$17.6K +133 +5%
PF
318
Phoenix Financial
Israel
$373K +$361K +2,729 New
GT
319
Greenleaf Trust
Michigan
$372K -$926 -7 -0.3%
SMA
320
Sage Mountain Advisors
Georgia
$371K
FW
321
FirstPurpose Wealth
Utah
$370K +$35.7K +270 +11%
BHPW
322
Beverly Hills Private Wealth
California
$369K +$367K +2,777 New
EPAM
323
Euro Pacific Asset Management
Puerto Rico
$369K +$16K +121 +5%
KP
324
Keel Point
Alabama
$366K +$8.99K +68 +3%
HSA
325
HBK Sorce Advisory
Pennsylvania
$360K -$11.5K -87 -3%