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Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$358K +$79.4K +886 +28%
KWM
427
Kingsview Wealth Management
Oregon
$355K +$102K +1,139 +40%
SF
428
Slagle Financial
Illinois
$354K -$2.24K -25 -0.6%
PWMG
429
Pinnacle Wealth Management Group
Michigan
$353K
LFG
430
Larson Financial Group
Missouri
$352K +$48.4K +540 +16%
MSA
431
MUFG Securities Americas
New York
$351K +$353K +3,941 New
HWM
432
HB Wealth Management
Georgia
$349K +$43.9K +490 +14%
MCB
433
Morton Community Bank
Illinois
$347K +$349K +3,895 New
TI
434
Tidal Investments
Wisconsin
$343K +$43.3K +483 +14%
MSAM
435
Moloney Securities Asset Management
Missouri
$338K +$50.9K +568 +18%
PVI
436
Pine Valley Investments
New Jersey
$337K +$20.2K +225 +6%
SIA
437
Schechter Investment Advisors
Michigan
$334K +$20.8K +232 +7%
HFM
438
Harvest Fund Management
China
$330K +$331K +3,698 New
TWC
439
TD Waterhouse Canada
Ontario, Canada
$327K +$310K +3,462 +1,681%
SP
440
Symmetry Partners
Connecticut
$327K +$329K +3,669 New
EWM
441
Evercore Wealth Management
New York
$326K
GT
442
Greenleaf Trust
Michigan
$326K +$15.3K +171 +5%
HI
443
Horizon Investments
North Carolina
$325K +$2.78K +31 +0.9%
LWM
444
LongView Wealth Management
Georgia
$322K +$2.42K +27 +0.8%
BPA
445
Beacon Pointe Advisors
California
$321K +$26.4K +295 +9%
LWM
446
Laidlaw Wealth Management
New York
$318K +$320K +3,570 New
USCWA
447
U.S. Capital Wealth Advisors
Texas
$317K +$318K +3,552 New
PMFA
448
Plante Moran Financial Advisors
Michigan
$316K +$35.8K +400 +13%
BAMG
449
Brand Asset Management Group
Missouri
$316K
IWM
450
IHT Wealth Management
Illinois
$313K +$86.2K +962 +38%