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Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
601
Canandaigua National Bank & Trust
New York
$891K +$246K +1,043 +40%
CF
602
Copperwynd Financial
Arizona
$890K +$84.8K +359 +11%
MCC
603
Malaga Cove Capital
California
$889K -$19.4K -82 -2%
MA
604
Montag & Associates
Georgia
$887K -$4.49K -19 -0.5%
OC
605
Oppenheimer & Co
New York
$885K -$271K -1,148 -24%
SIA
606
Strategic Investment Advisors
Michigan
$885K -$35.9K -152 -4%
AO
607
Advisor OS
Illinois
$872K -$19.6K -83 -2%
MYAM
608
Meiji Yasuda Asset Management
Japan
$860K +$2.36K +10 +0.3%
WCM Investment Management
609
WCM Investment Management
California
$853K
CAG
610
Crestwood Advisors Group
Massachusetts
$852K +$13.2K +56 +2%
BFM
611
Boothbay Fund Management
New York
$851K +$541K +2,289 +192%
HAG
612
HighPoint Advisor Group
Illinois
$846K -$2.83K -12 -0.3%
S
613
SignatureFD
Georgia
$846K +$72.5K +307 +10%
TSW
614
Three Seasons Wealth
Utah
$841K +$284K +1,204 +54%
OCBCO
615
Oversea-Chinese Banking Corp (OCBC)
Singapore
$832K +$220K +932 +38%
LOAMU
616
Lombard Odier Asset Management (USA)
New York
$828K +$800K +3,387 New
AFC
617
AFT Forsyth & Company
Florida
$827K -$10.6K -45 -1%
SRL
618
Scientech Research LLC
New Jersey
$827K +$799K +3,385 New
APWM
619
Argonautica Private Wealth Management
Massachusetts
$827K +$2.36K +10 +0.3%
KWA
620
Kingswood Wealth Advisors
California
$825K +$798K +3,378 New
AG
621
Ascent Group
Virginia
$824K +$47.7K +202 +6%
BMCM
622
Bryn Mawr Capital Management
Pennsylvania
$823K +$239K +1,011 +43%
PFS
623
Prospera Financial Services
Texas
$816K +$328K +1,388 +71%
AAIS
624
ABN AMRO Investment Solutions
$814K +$64K +271 +9%
BFG
625
Bleakley Financial Group
New Jersey
$790K -$4.72K -20 -0.6%