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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Coldstream Capital Management
Washington
$272K -$25K -188 -8%
DBT
552
Dubuque Bank & Trust
Iowa
$268K -$34.7K -261 -10%
MBT
553
Montecito Bank & Trust
California
$268K +$24.5K +184 +9%
Lido Advisors
554
Lido Advisors
California
$268K +$47.1K +354 +19%
SFA
555
Sequoia Financial Advisors
Ohio
$268K +$73.3K +551 +33%
JF
556
Jump Financial
Illinois
$260K +$289K +2,173 New
SIM
557
Sentry Investment Management
Wisconsin
$259K -$780K -5,865 -73%
SAM
558
Seelaus Asset Management
New Jersey
$258K -$2.66K -20 -0.9%
XT
559
XTX Topco
Cayman Islands
$257K +$85K +639 +42%
AWM
560
Apollon Wealth Management
South Carolina
$256K +$69.1K +519 +32%
MFG
561
MidWestOne Financial Group
Iowa
$253K
PWM
562
Perigon Wealth Management
California
$248K +$22K +165 +9%
SB
563
Strategic Blueprint
Georgia
$244K -$29.1K -219 -10%
UB
564
UMB Bank
Missouri
$241K -$9.98K -75 -4%
BBHC
565
Brown Brothers Harriman & Co
New York
$241K +$6.25K +47 +2%
EFS
566
Essex Financial Services
Connecticut
$239K -$37.1K -279 -12%
WA
567
WestEnd Advisors
North Carolina
$239K -$266 -2 Closed
SIAG
568
Signet Investment Advisory Group
Rhode Island
$239K
ER
569
Enlightenment Research
Florida
$239K +$266K +1,999 New
WWP
570
WR Wealth Planners
Missouri
$231K +$257K +1,931 New
WPW
571
Waldron Private Wealth
Pennsylvania
$231K +$7.72K +58 +3%
Parallax Volatility Advisers
572
Parallax Volatility Advisers
California
$229K +$254K +1,912 New
BAM
573
Blueshift Asset Management
New Jersey
$227K -$411K -3,087 -62%
LFM
574
LGT Fund Management
Liechtenstein
$226K
KF
575
Krilogy Financial
Missouri
$225K