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Name Holding Trade Value Shares
Change
Change in
Stake
OP
651
ORG Partners
Indiana
$5.26M +$4.69M +26,859 New
CWM
652
Cabot Wealth Management
Massachusetts
$5.25M -$177K -1,016 -4%
QI
653
Qtron Investments
Massachusetts
$5.23M +$122K +700 +3%
ECM
654
Evergreen Capital Management
Washington
$5.12M +$855K +4,902 +25%
SLWA
655
San Luis Wealth Advisors
California
$5.1M +$201K +1,151 +5%
MCCA
656
Mill Creek Capital Advisors
Pennsylvania
$5.09M -$405K -2,322 -9%
PCIA
657
Prime Capital Investment Advisors
Kansas
$5.08M +$960K +5,503 +29%
Verition Fund Management
658
Verition Fund Management
Connecticut
$5.07M +$1.16M +6,659 +38%
Financial Engines Advisors
659
Financial Engines Advisors
California
$5.06M +$308K +1,766 +8%
GI
660
GAMCO Investors
Connecticut
$5.03M +$1.03M +5,884 +32%
EWM
661
Empirical Wealth Management
Washington
$4.99M -$3.14K -18 -0.1%
SRC
662
Sage Rhino Capital
California
$4.98M +$28.6K +164 +0.7%
FWM
663
Focused Wealth Management
New York
$4.97M -$191K -1,094 -4%
WANY
664
Wealthspire Advisors (New York)
New York
$4.96M +$337K +1,933 +9%
GAM
665
Gotham Asset Management
New York
$4.95M +$801K +4,589 +24%
IFWM
666
Institute for Wealth Management
Colorado
$4.9M -$10.1K -58 -0.2%
LBWM
667
Left Brain Wealth Management
Illinois
$4.89M +$3.82M +21,877 +277%
MCC
668
Malaga Cove Capital
California
$4.88M +$72.6K +416 +2%
WMSA
669
Weiss Multi-Strategy Advisers
New York
$4.87M -$2.85M -16,344 -41%
AAM
670
Advisors Asset Management
Colorado
$4.83M -$1.49M -8,533 -27%
LSA
671
L & S Advisors
California
$4.81M +$1.53M +8,781 +61%
MIM
672
Moseley Investment Management
Florida
$4.81M +$248K +1,421 +7%
NAM
673
NorthCrest Asset Manangement
Minnesota
$4.81M +$812K +4,653 +25%
CAM
674
Cresset Asset Management
Illinois
$4.81M -$266K -1,525 -6%
NEI
675
Northwest & Ethical Investments
Ontario, Canada
$4.78M -$50.8K -291 -1%