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Name Holding Trade Value Shares
Change
Change in
Stake
CSS
1026
Cubist Systematic Strategies
Connecticut
$560K -$14.9M -86,106 -96%
CCA
1027
Checchi Capital Advisers
California
$558K +$17.1K +99 +3%
FCP
1028
Fidelis Capital Partners
Florida
$558K +$20.4K +118 +4%
CA
1029
Continuum Advisory
Idaho
$555K +$19K +110 +4%
1WA
1030
180 Wealth Advisors
Washington
$554K -$19.7K -114 -3%
SXL
1031
Summit X LLC
Missouri
$552K -$14.5K -84 -3%
ST
1032
Sentinel Trust
Texas
$552K
FFA
1033
First Foundation Advisors
California
$551K -$32.5K -188 -6%
OA
1034
Oxbow Advisors
Texas
$547K +$21.3K +123 +4%
RCAG
1035
Rehmann Capital Advisory Group
Michigan
$545K -$39.2K -227 -7%
CF
1036
Copperwynd Financial
Arizona
$544K +$519 +3 +0.1%
PB
1037
Pinnacle Bancorp
Nebraska
$542K +$10.9K +63 +2%
DAM
1038
Delta Asset Management
Tennessee
$539K -$56K -324 -9%
LA
1039
Legacy Advisors
Pennsylvania
$537K +$539K +3,116 New
FFS
1040
Founders Financial Securities
Maryland
$535K -$171K -990 -24%
ECM
1041
Evergreen Capital Management
Washington
$533K -$9.68K -56 -2%
CIM
1042
CIM Investment Management
Pennsylvania
$531K +$1.21K +7 +0.2%
MA
1043
Mutual Advisors
Nebraska
$529K +$20.7K +120 +4%
CI
1044
Conning Inc
Connecticut
$526K -$76.1K -440 -13%
GIM
1045
Groesbeck Investment Management
New Jersey
$525K
BG
1046
Bollard Group
Massachusetts
$525K +$7.78K +45 +1%
HL
1047
HeadInvest LLC
Maine
$525K -$519 -3 -0.1%
RWA
1048
Ropes Wealth Advisors
Massachusetts
$523K +$20.1K +116 +4%
PCA
1049
Pallas Capital Advisors
Massachusetts
$519K +$85.6K +495 +19%
IWM
1050
IHT Wealth Management
Illinois
$519K -$76.9K -445 -13%