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Name Holding Trade Value Shares
Change
Change in
Stake
MS
701
Maven Securities
Jersey
$795K +$832K +5,923 New
GWMIA
702
Global Wealth Management Investment Advisory
Florida
$794K +$11.7K +83 +1%
CAG
703
Csenge Advisory Group
Florida
$789K +$25.7K +183 +3%
FMAEN1
704
Fund Management at Engine No 1
California
$776K -$22.7K -162 -3%
SPC
705
Sigma Planning Corp
Michigan
$775K +$12.2K +87 +2%
PI
706
PEAK6 Investments
Illinois
$769K +$804K +5,728 New
IIM
707
Intact Investment Management
Quebec, Canada
$765K -$28.1K -200 -3%
BDF
708
Balasa Dinverno & Foltz
$765K +$99.4K +708 +14%
WT
709
Whittier Trust
California
$763K +$145K +1,029 +22%
LPT
710
Legacy Private Trust
Wisconsin
$761K +$796K +5,670 New
LCM
711
LVM Capital Management
Michigan
$759K
GT
712
Glenmede Trust
Pennsylvania
$748K +$342K +2,437 +78%
PWMG
713
Pinnacle Wealth Management Group
Michigan
$745K -$70.2K -500 -8%
FFM
714
Forum Financial Management
Illinois
$743K
LJAC
715
L.J. Altfest & Co
New York
$742K +$140 +1 +0%
GWM
716
GDS Wealth Management
Texas
$740K
CNBTD
717
Citizens National Bank Trust Department
Mississippi
$737K +$346K +2,465 +81%
SCM
718
Stevens Capital Management
Pennsylvania
$736K +$449K +3,197 +140%
CPWA
719
Cerro Pacific Wealth Advisors
California
$721K -$77.2K -550 -9%
EMG
720
ETF Managers Group
New Jersey
$716K +$28.8K +205 +4%
XT
721
XTX Topco
Cayman Islands
$716K +$538K +3,831 +255%
AAS
722
Avantax Advisory Services
Texas
$712K -$244K -1,736 -25%
FMLI
723
Fukoku Mutual Life Insurance
Japan
$697K -$449K -3,200 -38%
EWM
724
Empirical Wealth Management
Washington
$684K +$42.4K +302 +6%
RCM
725
Ratan Capital Management
Florida
$671K