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Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
601
New York Life Investment Management
New York
$790K -$146K -608 -15%
DWM
602
Dakota Wealth Management
Florida
$786K +$295K +1,225 +53%
MYAM
603
Meiji Yasuda Asset Management
Japan
$784K +$127K +529 +18%
CGIM
604
Cannon Global Investment Management
Florida
$782K -$337K -1,400 -29%
WCM Investment Management
605
WCM Investment Management
California
$782K
AFC
606
AFT Forsyth & Company
Florida
$767K -$48.2K -200 -6%
CAG
607
Crestwood Advisors Group
Massachusetts
$767K -$6.5K -27 -0.8%
PFT
608
Providence First Trust
Arizona
$766K
CFG
609
Citizens Financial Group
Rhode Island
$760K +$819K +3,400 New
APWM
610
Argonautica Private Wealth Management
Massachusetts
$754K +$812K +3,372 New
SM
611
STF Management
Texas
$747K -$33.9K -141 -4%
CF
612
Copperwynd Financial
Arizona
$746K +$194K +806 +33%
SWM
613
Sendero Wealth Management
Texas
$744K +$801K +3,328 New
PHK
614
Point72 Hong Kong
Hong Kong
$741K +$798K +3,314 New
VEA
615
Virtus ETF Advisers
New York
$732K +$789K +3,276 New
BFG
616
Bleakley Financial Group
New Jersey
$727K -$19.7K -82 -2%
MFG
617
Merit Financial Group
Georgia
$724K +$403K +1,675 +107%
Wealth Enhancement Advisory Services
618
Wealth Enhancement Advisory Services
Minnesota
$722K -$293K -1,216 -27%
CFGS
619
Concourse Financial Group Securities
Alabama
$722K -$67.4K -280 -8%
GSC
620
Ground Swell Capital
South Carolina
$721K +$777K +3,227 New
OP
621
ORG Partners
Indiana
$721K +$752K +3,123 +3,718%
PIM
622
Plato Investment Management
Australia
$718K +$30.6K +127 +4%
AG
623
Ascent Group
Virginia
$708K -$47.9K -199 -6%
DZ Bank
624
DZ Bank
Germany
$706K +$299K +1,242 +62%
S
625
SignatureFD
Georgia
$705K -$66.9K -278 -8%