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Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
201
M&T Bank
New York
$600K +$102K +1,160 +21%
EWA
202
EP Wealth Advisors
California
$595K -$7.99K -91 -1%
GM
203
GeoWealth Management
Illinois
$575K +$2.81K +32 +0.5%
KF
204
Krilogy Financial
Missouri
$570K +$88 +1 +0%
MWC
205
MBM Wealth Consultants
Missouri
$566K +$32.2K +367 +6%
DA
206
Detalus Advisors
Missouri
$561K +$12.5K +142 +2%
RBFC
207
Roman Butler Fullerton & Co
Missouri
$557K -$197K -2,244 -27%
HighTower Advisors
208
HighTower Advisors
Illinois
$552K +$150K +1,715 +39%
AM
209
AGF Management
Ontario, Canada
$546K -$137K -1,565 -21%
LIM
210
Leavell Investment Management
Alabama
$540K +$35.1K +400 +7%
SDIC
211
South Dakota Investment Council
South Dakota
$537K
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$527K -$44.1K -503 -8%
SLAM
213
Swiss Life Asset Management
$524K +$69.7K +794 +16%
II
214
Inspire Investing
Idaho
$522K +$3.16K +36 +0.6%
Federated Hermes
215
Federated Hermes
Pennsylvania
$516K +$58.3K +664 +13%
EPW
216
Evolve Private Wealth
California
$512K -$12.3K -140 -2%
GCM
217
Greenland Capital Management
New York
$512K +$496K +5,650 New
DADC
218
D.A. Davidson & Co
Montana
$498K
DS
219
DRW Securities
Illinois
$476K +$461K +5,258 New
Verition Fund Management
220
Verition Fund Management
Connecticut
$471K -$1.96M -22,300 -81%
DFCM
221
Dark Forest Capital Management
Puerto Rico
$465K +$450K +5,132 New
FGP
222
Freestone Grove Partners
California
$464K +$450K +5,127 New
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$461K -$3.25K -37 -0.7%
MYIA
224
Mount Yale Investment Advisors
Colorado
$447K +$433K +4,934 New
BL
225
BFSG LLC
California
$443K