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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
401
Kathmere Capital Management
Pennsylvania
$266K +$5.16K +67 +2%
NVCHI
402
New Vernon Capital Holdings II
New Jersey
$262K
MF
403
Magnetar Financial
Illinois
$256K -$7.15M -92,912 -97%
CCM
404
Coldstream Capital Management
Washington
$251K -$304K -3,947 -55%
BFO
405
Boston Family Office
Massachusetts
$249K
PCP
406
Perbak Capital Partners
United Kingdom
$249K -$995K -12,928 -80%
SAM
407
Smartleaf Asset Management
Massachusetts
$247K -$234K -3,036 -49%
BCIM
408
British Columbia Investment Management
British Columbia, Canada
$246K
ACP
409
Argyle Capital Partners
California
$244K
MCM
410
Mengis Capital Management
Oregon
$244K +$10.8K +140 +5%
NG
411
Norden Group
Utah
$242K -$94.4K -1,226 -29%
SC
412
Saturna Capital
Washington
$240K
DWM
413
Dakota Wealth Management
Florida
$238K +$5.85K +76 +3%
QCM
414
QRG Capital Management
Illinois
$237K -$5.31K -69 -2%
CI
415
Corient IA
Florida
$235K -$156K -2,020 -40%
HR
416
Hardy Reed
Mississippi
$232K +$19.1K +248 +9%
LJAC
417
L.J. Altfest & Co
New York
$228K -$109K -1,414 -33%
IAS
418
Insigneo Advisory Services
Florida
$227K -$217K -2,824 -50%
AssetMark Inc
419
AssetMark Inc
California
$225K -$211K -2,745 -49%
HH
420
Hilltop Holdings
Texas
$219K +$214K +2,780 New
CIAM
421
Caitong International Asset Management
Hong Kong
$214K +$20K +260 +11%
SW
422
Simplicity Wealth
New Jersey
$213K -$6.93K -90 -3%
GC
423
Guggenheim Capital
Illinois
$212K +$207K +2,686 New
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$211K -$31.3K -406 -13%
SCP
425
Sivia Capital Partners
California
$210K +$206K +2,669 New