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Name Holding Trade Value Shares
Change
Change in
Stake
CW
626
CreativeOne Wealth
Kansas
$291K +$333K +905 New
DZ Bank
627
DZ Bank
Germany
$289K – – –
AF
628
Alerus Financial
North Dakota
$289K – – –
BCM
629
Brookstone Capital Management
Illinois
$289K +$91.3K +248 +38%
SCA
630
Sassicaia Capital Advisers
New York
$289K +$331K +900 New
CFGS
631
Concourse Financial Group Securities
Alabama
$288K -$49K -133 -13%
H
632
HoyleCohen
California
$287K +$1.47K +4 +0.4%
SDWIA
633
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$285K – – –
MGIA
634
Moneta Group Investment Advisors
Missouri
$284K +$325K +884 New
CP
635
Capital Planning
Washington
$283K – – –
CRC
636
Curi RMB Capital
Illinois
$282K – – –
CFS
637
CRA Financial Services
New Jersey
$282K +$54.1K +147 +20%
FA
638
FDx Advisors
Illinois
$282K +$323K +878 New
MFG
639
Menard Financial Group
Texas
$281K +$55.2K +150 +21%
PCA
640
Private Capital Advisors
Connecticut
$280K – – –
SEIA
641
Signature Estate & Investment Advisors
California
$277K +$9.94K +27 +3%
LC
642
Lavaca Capital
Texas
$277K +$19.1K +52 +6%
DWM
643
Dakota Wealth Management
Florida
$275K -$7.36K -20 -2%
STA
644
Summit Trail Advisors
New York
$275K – – –
KM
645
Kalos Management
Georgia
$274K +$2.58K +7 +0.8%
MCM
646
Manchester Capital Management
Vermont
$270K -$219K -594 -41%
SWMP
647
Signature Wealth Management Partners
New Jersey
$270K – – –
MIFH
648
Migdal Insurance & Financial Holdings
Israel
$270K +$96.1K +261 +45%
LOAMS
649
Lombard Odier Asset Management (Switzerland)
Switzerland
$270K +$309K +839 New
SA
650
Strategic Advisors
New York
$269K -$34.6K -94 -10%