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Name Holding Trade Value Shares
Change
Change in
Stake
DC
326
Diametric Capital
Massachusetts
$353K +$314K +4,754 New
Lido Advisors
327
Lido Advisors
California
$350K -$22.8K -346 -7%
UMB Bank
328
UMB Bank
Missouri
$349K +$13.4K +203 +5%
Old Mission Capital
329
Old Mission Capital
Illinois
$349K +$310K +4,690 New
Investment Management Corp of Ontario (IMCO)
330
Investment Management Corp of Ontario (IMCO)
Canada
$348K +$309K +4,685 New
Kestra Advisory Services
331
Kestra Advisory Services
Texas
$348K +$17.6K +267 +6%
MC
332
Moors & Cabot
Massachusetts
$346K -$3.1K -47 -1%
Wedbush Securities
333
Wedbush Securities
California
$345K +$306K +4,639 New
Private Advisor Group
334
Private Advisor Group
New Jersey
$343K +$305K +4,617 New
FLC
335
Fifth Lane Capital
Texas
$334K +$297K +4,500 New
SFI
336
Siemens Fonds Invest
Germany
$330K +$293K +4,440 New
LSAG
337
Lake Street Advisors Group
New Hampshire
$326K +$290K +4,389 New
SignatureFD
338
SignatureFD
Georgia
$322K +$9.05K +137 +3%
DWT
339
Dorsey & Whitney Trust
South Dakota
$319K +$23.6K +357 +9%
MassMutual Private Wealth & Trust
340
MassMutual Private Wealth & Trust
Connecticut
$306K +$12.2K +185 +5%
William Blair & Company
341
William Blair & Company
Illinois
$305K +$271K +4,110 New
Arax Advisory Partners
342
Arax Advisory Partners
Colorado
$300K -$5.28K -80 -2%
Independent Advisor Alliance
343
Independent Advisor Alliance
North Carolina
$299K – – –
New York Life Investment Management
344
New York Life Investment Management
New York
$297K +$264K +3,994 New
QIM
345
Quantitative Investment Management
Virginia
$294K +$262K +3,965 New
Eagle Global Advisors
346
Eagle Global Advisors
Texas
$293K – – –
WCM
347
Winthrop Capital Management
Indiana
$293K +$260K +3,940 New
FC
348
Forte Capital
New York
$288K – – –
ESB
349
Essex Savings Bank
Connecticut
$285K +$7.59K +115 +3%
MWPCG
350
Measured Wealth Private Client Group
New Hampshire
$277K +$246K +3,725 New