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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
351
Kingsview Wealth Management
Oregon
$282K -$28.3K -396 -9%
GPWM
352
Grant Private Wealth Management
California
$281K +$284K +3,975 New
PGFC
353
Peapack-Gladstone Financial Corp
New Jersey
$280K -$785 -11 -0.3%
GM
354
GeoWealth Management
Illinois
$280K +$235K +3,289 +495%
IA
355
IFP Advisors
Florida
$280K +$5.35K +75 +2%
CWM
356
Congress Wealth Management
Massachusetts
$278K +$281K +3,930 New
Wolverine Trading
357
Wolverine Trading
Illinois
$278K +$280K +3,924 New
SC
358
Sapient Capital
Indiana
$275K -$20.9K -293 -7%
GT
359
Greenleaf Trust
Michigan
$275K +$5.14K +72 +2%
HFM
360
Harvest Fund Management
China
$271K +$222K +3,104 +422%
SF
361
Synovus Financial
Georgia
$271K
NA
362
NewEdge Advisors
Louisiana
$268K +$17.1K +240 +7%
MYAM
363
Meiji Yasuda Asset Management
Japan
$265K -$2.57K -36 -1%
PA
364
Profund Advisors
Maryland
$263K -$12.7K -178 -5%
IWA
365
Icon Wealth Advisors
Texas
$261K +$10.7K +150 +4%
FCI
366
Financial Counselors Inc
Kansas
$258K
VA
367
Vident Advisory
Georgia
$251K -$29.4K -412 -10%
VF
368
Virtu Financial
New York
$250K +$252K +3,533 New
Allianz Asset Management
369
Allianz Asset Management
Germany
$250K -$609K -8,524 -71%
UAML
370
US Asset Management LLC
Pennsylvania
$249K +$252K +3,524 New
Rafferty Asset Management
371
Rafferty Asset Management
New York
$248K -$2.78K -39 -1%
SC
372
Savant Capital
Illinois
$248K +$214 +3 +0.1%
DC
373
Diametric Capital
Massachusetts
$247K +$249K +3,489 New
William Blair & Company
374
William Blair & Company
Illinois
$246K +$143 +2 +0.1%
HWM
375
HB Wealth Management
Georgia
$245K +$248K +3,471 New