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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
701
Ardsley Advisory Partners
Connecticut
$807K +$911K +5,000 New
SI
702
Stephens Inc
Arkansas
$806K +$33.2K +182 +4%
ABLA
703
Alan B. Lancz & Associates
Ohio
$800K
BC
704
Bridgefront Capital
Texas
$796K +$899K +4,933 New
IFG
705
Independent Financial Group
California
$795K -$1.27M -6,989 -59%
EI
706
EFG International
$794K +$896K +4,921 New
OWMIAS
707
One Wealth Management Investment & Advisory Services
Florida
$793K +$443K +2,434 +98%
CD
708
Chapin Davis
Maryland
$793K
SS
709
SBI Securities
Japan
$793K -$39.7K -218 -4%
KCM
710
Kendall Capital Management
Maryland
$792K -$148K -815 -14%
PWA
711
Prairie Wealth Advisors
Nebraska
$791K -$857K -4,706 Closed
ECM
712
Evergreen Capital Management
Washington
$787K +$376K +2,065 +73%
B
713
Bailard
California
$783K -$30.8K -169 -3%
S
714
SignatureFD
Georgia
$783K -$45.4K -249 -5%
CS
715
Candriam SCA
Luxembourg
$781K +$881K +4,838 New
CL
716
Choreo LLC
Illinois
$777K -$219K -1,203 -20%
OIA
717
OneDigital Investment Advisors
Kansas
$776K -$135K -740 -13%
HIM
718
Hanlon Investment Management
New Jersey
$773K -$596K -3,274 -41%
FRA
719
Frank Rimerman Advisors
California
$767K -$570K -3,128 -40%
PA
720
Parallel Advisors
California
$765K +$372K +2,042 +76%
DTL
721
Dynamic Technology Lab
Singapore
$760K -$486K -2,669 -36%
ACM
722
Aljian Capital Management
Nevada
$758K -$176K -965 -17%
CPBTD
723
Central Pacific Bank - Trust Division
Hawaii
$754K -$85.4K -469 -9%
CAU
724
Caxton Associates (UK)
$753K +$850K +4,668 New
GWMR
725
GC Wealth Management RIA
Massachusetts
$752K -$1.21M -6,617 -59%