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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
676
IHT Wealth Management
Illinois
$730K +$21.9K +692 +3%
BG
677
Bollard Group
Massachusetts
$725K +$32.6K +1,028 +5%
BEP
678
Brookside Equity Partners
Connecticut
$725K
VFA
679
Valeo Financial Advisors
Indiana
$714K +$47.3K +1,491 +7%
CFA
680
Compass Financial Advisors
Indiana
$710K +$107K +3,368 +18%
IAA
681
Independent Advisor Alliance
North Carolina
$709K -$281K -8,862 -28%
AWP
682
Accretive Wealth Partners
New Jersey
$705K +$17.5K +553 +3%
MAS
683
Meeder Advisory Services
Ohio
$705K +$366K +11,542 +108%
WANY
684
Wealthspire Advisors (New York)
New York
$700K +$700K +22,075 New
BOH
685
Bank of Hawaii
Hawaii
$698K -$2.92K -92 -0.4%
TWM
686
Tanager Wealth Management
United Kingdom
$697K -$53.3K -1,680 -7%
SYBT
687
Stock Yards Bank & Trust
Kentucky
$684K +$72.6K +2,289 +12%
PIC
688
PCJ Investment Counsel
Ontario, Canada
$682K -$507K -16,000 -43%
FF
689
Friedenthal Financial
New Jersey
$679K +$680K +21,429 New
MCM
690
MAI Capital Management
Ohio
$675K +$129K +4,070 +24%
SAG
691
SageView Advisory Group
California
$674K +$674K +21,256 New
Tudor Investment Corp
692
Tudor Investment Corp
Connecticut
$671K +$291K +9,159 +76%
CGIM
693
Capital Group Investment Management
Singapore
$670K -$111K -3,488 -14%
KeyBank National Association
694
KeyBank National Association
Ohio
$668K +$125K +3,941 +23%
CAM
695
Cresset Asset Management
Illinois
$668K +$101K +3,176 +18%
CPC
696
Congress Park Capital
New York
$668K +$147K +4,650 +28%
WG
697
Winton Group
United Kingdom
$667K +$667K +21,026 New
WEG
698
World Equity Group
Illinois
$663K -$575K -18,142 -71%
PCIA
699
Prime Capital Investment Advisors
Kansas
$653K -$68.6K -2,162 -9%
TAM
700
Titleist Asset Management
Texas
$648K +$649K +20,454 New