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Name Holding Trade Value Shares
Change
Change in
Stake
CIG
801
Cascade Investment Group
Colorado
$215K +$194K +1,275 New
AWM
802
AllSquare Wealth Management
New York
$215K
SFS
803
Sowell Financial Services
Arkansas
$215K +$193K +1,272 New
VCA
804
Verdence Capital Advisors
Maryland
$214K +$192K +1,267 New
IWM
805
IHT Wealth Management
Illinois
$213K +$192K +1,265 New
EA
806
Everpar Advisors
Oklahoma
$213K +$192K +1,262 New
WANY
807
Wealthspire Advisors (New York)
New York
$211K +$190K +1,253 New
IGGA
808
Iron Gate Global Advisors
Utah
$211K +$190K +1,250 New
LOAMU
809
Lombard Odier Asset Management (USA)
New York
$211K +$190K +1,249 New
AV
810
ASR Vermogensbeheer
Netherlands
$210K -$1.38M -9,100 -88%
NECFA
811
New England Capital Financial Advisors
Connecticut
$209K
SFG
812
SNS Financial Group
Minnesota
$207K +$186K +1,227 New
WF
813
Wayfinding Financial
Washington
$206K -$36.6K -241 -19%
KMWM
814
Keudell/Morrison Wealth Management
Oregon
$204K +$184K +1,210 New
CW
815
CreativeOne Wealth
Kansas
$204K +$183K +1,208 New
PCH
816
Polar Capital Holdings
United Kingdom
$202K -$60.7K -400 -25%
AB
817
Atlas Brown
Kentucky
$202K +$182K +1,199 New
AAP
818
Arax Advisory Partners
Colorado
$202K +$70K +461 +62%
IB
819
Intrust Bank
Kansas
$202K +$182K +1,197 New
RCAG
820
Rehmann Capital Advisory Group
Michigan
$202K +$181K +1,195 New
CSPIA
821
Cary Street Partners Investment Advisory
Virginia
$197K +$1.97K +13 +1%
New York State Common Retirement Fund
822
New York State Common Retirement Fund
New York
$189K
FMB
823
Field & Main Bank
Kentucky
$183K
DJSG
824
D.J. St. Germain
Massachusetts
$180K +$1.37K +9 +0.9%
GIA
825
GHP Investment Advisors
Colorado
$179K +$37.3K +246 +30%