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Name Holding Trade Value Shares
Change
Change in
Stake
HPG
426
Harvest Portfolios Group
Ontario, Canada
$547K -$82.3K -387 -14%
CIBC Private Wealth Group
427
CIBC Private Wealth Group
Georgia
$545K +$18.1K +85 +4%
KBC Group
428
KBC Group
Belgium
$543K
Verition Fund Management
429
Verition Fund Management
Connecticut
$541K +$178K +835 +55%
BG
430
Bahl & Gaynor
Ohio
$538K
AC
431
Avestar Capital
New York
$536K +$4.89K +23 +1%
LCWP
432
Legacy Capital Wealth Partners
Arkansas
$533K -$67.6K -318 -12%
IC
433
Iconiq Capital
California
$531K +$493K +2,318 New
MW
434
Marcum Wealth
Ohio
$530K -$9.14K -43 -2%
PHIC
435
Pine Haven Investment Counsel
Massachusetts
$523K
APWM
436
Argonautica Private Wealth Management
Massachusetts
$523K +$850 +4 +0.2%
IWC
437
Integrated Wealth Concepts
Massachusetts
$513K +$3.83K +18 +0.8%
ACM
438
Advisors Capital Management
New Jersey
$511K -$74.8K -352 -14%
S
439
Sunpointe
Missouri
$504K -$638 -3 -0.1%
SMA
440
Seven Mile Advisory
New Jersey
$503K +$8.29K +39 +2%
AG
441
AlTi Global
New York
$502K +$466K +2,193 New
RCAG
442
Rehmann Capital Advisory Group
Michigan
$502K -$15.3K -72 -3%
HSA
443
HBK Sorce Advisory
Pennsylvania
$502K -$37.6K -177 -7%
PA
444
Prossimo Advisors
California
$500K
DWM
445
Drive Wealth Management
Utah
$498K +$13K +61 +3%
RBFC
446
Roman Butler Fullerton & Co
Missouri
$496K +$4.25K +20 +0.9%
WSFS
447
Wilmington Savings Fund Society
Delaware
$494K +$458K +2,156 New
LFA
448
Legacy Financial Advisors
Kentucky
$494K +$67.8K +319 +17%
EWA
449
EP Wealth Advisors
California
$492K +$96.5K +454 +27%
LC
450
Lindbrook Capital
California
$491K -$11.7K -55 -3%