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Name Holding Trade Value Shares
Change
Change in
Stake
Impax Asset Management Group
626
Impax Asset Management Group
United Kingdom
$693K +$746K +3,100 New
MGIA
627
Moneta Group Investment Advisors
Missouri
$692K +$199K +828 +36%
WA
628
Wealth Alliance
New York
$691K -$33.5K -139 -4%
OWM
629
Opes Wealth Management
California
$687K +$7.22K +30 +1%
AAIS
630
ABN AMRO Investment Solutions
$684K +$505K +2,096 +218%
LB
631
Legacy Bridge
Iowa
$677K
TCA
632
Transcend Capital Advisors
New Jersey
$667K +$15.2K +63 +2%
WBC
633
Westpac Banking Corp
Australia
$664K +$124K +515 +21%
APC
634
Aspire Private Capital
North Carolina
$662K +$22.1K +92 +3%
1WM
635
1858 Wealth Management
Ohio
$648K -$726K -3,016 -51%
CBA
636
Coastal Bridge Advisors
Connecticut
$648K
QWM
637
Quadcap Wealth Management
Texas
$638K +$6.98K +29 +1%
SIC
638
SFE Investment Counsel
California
$635K
BTWM
639
Baker Tilly Wealth Management
Wisconsin
$635K -$1.2M -4,996 -64%
GWM
640
Gibbs Wealth Management
Georgia
$632K +$246K +1,022 +57%
AAB
641
ABN AMRO Bank
Netherlands
$621K -$75.8K -315 -10%
FTDI
642
First Trust Direct Indexing
Massachusetts
$600K +$42.6K +177 +7%
OWA
643
Outlook Wealth Advisors
Texas
$598K -$25.3K -105 -4%
CG
644
Caprock Group
Idaho
$595K +$180K +746 +39%
NP
645
Nilsine Partners
Colorado
$591K -$11.1K -46 -2%
PFWA
646
Paces Ferry Wealth Advisors
Georgia
$583K +$241 +1 +0%
CNBT
647
Canandaigua National Bank & Trust
New York
$581K -$126K -522 -17%
YCM
648
Yousif Capital Management
Michigan
$581K +$13.5K +56 +2%
KA
649
Kozak & Associates
Colorado
$581K
CB
650
Commerce Bank
Missouri
$581K -$22.6K -94 -3%