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Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
601
SS&H Financial Advisors
Michigan
$516K +$536K +4,350 New
Diversified Portfolios Inc
602
Diversified Portfolios Inc
Michigan
$510K +$28.1K +228 +6%
Quadrature Capital
603
Quadrature Capital
United Kingdom
$510K +$530K +4,300 New
Woodmont Investment Counsel
604
Woodmont Investment Counsel
Tennessee
$508K – – –
BOK Financial Private Wealth
605
BOK Financial Private Wealth
Colorado
$503K +$15.9K +129 +3%
Biltmore Family Office
606
Biltmore Family Office
North Carolina
$501K -$148K -1,200 -22%
SA
607
Syntax Advisors
New York
$497K +$8.87K +72 +2%
VCG
608
Vantage Consulting Group
Virginia
$497K +$8.87K +72 +2%
Cypress Capital Group
609
Cypress Capital Group
Florida
$490K -$70K -568 -12%
Carnegie Investment Counsel
610
Carnegie Investment Counsel
Ohio
$489K +$199K +1,616 +64%
MGO One Seven
611
MGO One Seven
Ohio
$487K +$22.3K +181 +5%
SeaCrest Wealth Management
612
SeaCrest Wealth Management
New York
$481K -$12K -97 -2%
PEAK6 Investments
613
PEAK6 Investments
Illinois
$481K +$500K +4,058 New
Carson Wealth (CWM LLC)
614
Carson Wealth (CWM LLC)
Nebraska
$480K -$810K -6,577 -62%
Occidental Asset Management
615
Occidental Asset Management
California
$478K -$12.3K -100 -2%
AIA Group
616
AIA Group
Hong Kong
$477K +$307K +2,493 +163%
Prudential plc
617
Prudential plc
United Kingdom
$476K -$974K -7,904 -66%
BAS
618
Brown Advisory Securities
Maryland
$475K – – –
Platform Technology Partners
619
Platform Technology Partners
New York
$475K – – –
Cornerstone Advisors Asset Management
620
Cornerstone Advisors Asset Management
Pennsylvania
$474K +$493K +4,000 New
CCG
621
Ceeto Capital Group
Florida
$474K – – –
Jump Financial
622
Jump Financial
Illinois
$473K +$491K +3,986 New
Dynamic Advisor Solutions
623
Dynamic Advisor Solutions
Arizona
$472K +$1.6K +13 +0.3%
Smithfield Trust
624
Smithfield Trust
Pennsylvania
$470K – – –
Thompson Siegel & Walmsley
625
Thompson Siegel & Walmsley
Virginia
$467K – – –