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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
651
Circle Wealth Management
New Jersey
$1.03M +$56.2K +406 +6%
DC
652
Diametric Capital
Massachusetts
$1.02M +$445K +3,214 +78%
JFG
653
Jefferies Financial Group
New York
$1.02M -$953K -6,881 -49%
EDRH
654
Edmond de Rothschild Holding
Switzerland
$1.02M -$1.58M -11,420 -61%
MFG
655
MidWestOne Financial Group
Iowa
$1.01M +$256K +1,849 +35%
DS
656
DRW Securities
Illinois
$1.01M +$995K +7,182 New
GWMIA
657
Global Wealth Management Investment Advisory
Florida
$1.01M +$65.9K +476 +7%
GC
658
Guidance Capital
Kentucky
$991K +$57.1K +412 +6%
MAS
659
Meeder Advisory Services
Ohio
$989K -$353K -2,545 -26%
MUAMU
660
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$980K -$831K -6,000 -46%
LSPW
661
Lake Street Private Wealth
Illinois
$977K -$12.3K -89 -1%
CCA
662
Checchi Capital Advisers
California
$975K -$16.8K -121 -2%
LCGC
663
Legacy Capital Group California
California
$966K -$399K -2,877 -29%
TAM
664
Trust Asset Management
Texas
$961K
AF
665
Allworth Financial
California
$957K +$277 +2 +0%
WIM
666
Waycross Investment Management
Washington
$952K
AAS
667
Avantax Advisory Services
Texas
$951K -$34.9K -252 -4%
SAM
668
Shell Asset Management
Netherlands
$948K -$3.46K -25 -0.4%
SC
669
Savant Capital
Illinois
$943K +$89.9K +649 +11%
CC
670
Cipher Capital
New York
$936K +$926K +6,684 New
ECM
671
Everence Capital Management
Indiana
$922K -$525K -3,790 -37%
SAM
672
Strategy Asset Managers
California
$922K +$613K +4,422 +205%
BP
673
Ballentine Partners
Massachusetts
$917K +$185K +1,336 +26%
BPA
674
Beacon Pointe Advisors
California
$905K +$66.8K +482 +8%
GSEP
675
Golden State Equity Partners
California
$903K +$105K +756 +13%