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Name Holding Trade Value Shares
Change
Change in
Stake
NB
401
Nicolet Bankshares
Wisconsin
$417K -$11.4K -450 -3%
William Blair & Company
402
William Blair & Company
Illinois
$414K +$87.9K +3,460 +25%
ISWM
403
Independent Solutions Wealth Management
New York
$411K -$75.5K -2,971 -15%
MM
404
MQS Management
New York
$410K +$433K +17,034 New
MA
405
MCF Advisors
Kentucky
$408K
CIBC Private Wealth Group
406
CIBC Private Wealth Group
Georgia
$402K
OFA
407
Oak Family Advisors
Illinois
$402K -$23.1K -910 -5%
KAS
408
Kestra Advisory Services
Texas
$402K -$288K -11,337 -40%
SA
409
Syntax Advisors
New York
$395K +$74.3K +2,923 +22%
VCG
410
Vantage Consulting Group
Virginia
$395K +$74.3K +2,923 +22%
WS
411
Wedbush Securities
California
$393K -$4.93K -194 -1%
GT
412
Greenleaf Trust
Michigan
$388K -$61K -2,402 -13%
DA
413
Duality Advisers
Florida
$384K +$406K +15,962 New
VI
414
Vestcor Inc
New Brunswick, Canada
$382K
PAS
415
Park Avenue Securities
New York
$377K +$4.96K +195 +1%
TC
416
Trilogy Capital
California
$375K +$396K +15,578 New
VAS
417
Vestmark Advisory Solutions
Massachusetts
$373K -$6.89K -271 -2%
JFG
418
Jefferies Financial Group
New York
$362K -$571K -22,484 -60%
CPIA
419
Cornell Pochily Investment Advisors
New York
$362K -$4.96K -195 -1%
USAA
420
United Services Automobile Association
Texas
$359K -$242K -9,511 -39%
MC
421
Moors & Cabot
Massachusetts
$355K +$6.35K +250 +2%
SI
422
Stephens Inc
Arkansas
$352K +$71K +2,794 +24%
TI
423
Tidal Investments
Wisconsin
$352K +$12.1K +476 +3%
HBT
424
Heartland Bank & Trust
Illinois
$342K +$22.3K +879 +7%
1WA
425
180 Wealth Advisors
Washington
$337K +$356K +13,990 New