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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Axxcess Wealth Management
California
$906K -$58.7K -919 -7%
RSWM
552
Robertson Stephens Wealth Management
California
$905K +$6.39K +100 +0.9%
QWM
553
Quadcap Wealth Management
Texas
$899K +$737K +11,544 New
UM
554
UniSuper Management
Australia
$897K
CG
555
Caprock Group
Idaho
$896K -$433K -6,788 -37%
BCM
556
BluePointe Capital Management
California
$889K +$729K +11,418 New
AF
557
Allworth Financial
California
$889K -$22.8K -357 -3%
MTWM
558
Masso Torrence Wealth Management
New Jersey
$880K
CWM
559
Cornerstone Wealth Management
Missouri
$877K -$5.68K -89 -0.8%
UB
560
UMB Bank
Missouri
$872K -$4.58M -71,795 -87%
VWM
561
Venturi Wealth Management
Texas
$872K +$1.72K +27 +0.2%
EGM
562
Engineers Gate Manager
New York
$868K -$951K -14,898 -57%
AIM
563
Aigen Investment Management
New York
$864K +$262K +4,109 +59%
Pacer Advisors
564
Pacer Advisors
Pennsylvania
$863K +$5.75K +90 +0.8%
EF
565
Empowered Funds
Pennsylvania
$858K +$40.4K +632 +6%
GAM
566
Grandview Asset Management
Pennsylvania
$855K -$28.1K -440 -4%
BFG
567
Bleakley Financial Group
New Jersey
$840K +$107K +1,681 +18%
ZIG
568
Zullo Investment Group
Pennsylvania
$839K +$12.8K +200 +2%
SS
569
Simplicity Solutions
Minnesota
$834K +$103K +1,608 +18%
PWG
570
Portside Wealth Group
Utah
$830K +$87.8K +1,375 +15%
FBT
571
First Bank & Trust
South Dakota
$821K -$81K -1,269 -11%
CCA
572
Cravens & Co Advisors
Tennessee
$821K -$9.2K -144 -1%
FWP
573
FAS Wealth Partners
Kansas
$814K -$60.7K -950 -8%
NP
574
Nilsine Partners
Colorado
$813K -$159K -2,483 -19%
TRCT
575
Tower Research Capital (TRC)
New York
$813K +$573K +8,977 +614%