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Name Holding Trade Value Shares
Change
Change in
Stake
NG
576
Norden Group
Utah
$395K +$19K +232 +5%
RWMH
577
Riverpoint Wealth Management Holdings
Illinois
$393K
DDC
578
DF Dent & Co
Maryland
$387K
LS
579
Livforsakringsbolaget Skandia
Sweden
$385K
VSQM
580
V-Square Quantitative Management
Illinois
$385K -$10.9K -133 -3%
SPIA
581
Steward Partners Investment Advisory
New York
$382K +$29.4K +359 +8%
KAS
582
KPP Advisory Services
Kentucky
$381K +$2.05K +25 +0.5%
FFG
583
Fortem Financial Group
California
$378K +$139K +1,696 +58%
CM
584
Cercano Management
Washington
$377K
VAS
585
Vestmark Advisory Solutions
Massachusetts
$371K -$176K -2,153 -32%
WTC
586
WhitTier Trust Company
Nevada
$370K +$819 +10 +0.2%
SW
587
Simplicity Wealth
New Jersey
$369K +$48.8K +596 +15%
WC
588
Waterloo Capital
Texas
$367K +$367K +4,484 New
SAM
589
Sagewood Asset Management
New York
$366K +$61.2K +748 +20%
DAM
590
Delta Asset Management
Tennessee
$365K +$366K +4,469 New
CA
591
Commerzbank Aktiengesellschaft
Germany
$365K -$6.96K -85 -2%
CI
592
Cigna Investments
Connecticut
$359K
BCP
593
Blackhawk Capital Partners
Wisconsin
$355K +$47.3K +578 +15%
C
594
Certuity
Florida
$353K +$37.5K +458 +12%
CMMS
595
Comprehensive Money Management Services
Florida
$353K +$2.05K +25 +0.6%
CTC
596
Cetera Trust Company
Minnesota
$351K -$36.8K -450 -9%
AIP
597
Ameritas Investment Partners
Nebraska
$348K +$9.58K +117 +3%
DWS
598
Discipline Wealth Solutions
South Carolina
$346K +$347K +4,233 New
GLA
599
Great Lakes Advisors
Illinois
$346K -$74.7K -912 -18%
GAA
600
Global Assets Advisory
Florida
$345K +$18.7K +229 +6%