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Name Holding Trade Value Shares
Change
Change in
Stake
NS
526
Northland Securities
Minnesota
$394K
NPCM
527
New Paradigm Capital Management
Virginia
$394K +$339K +2,000 New
KJWM
528
Kiley Juergens Wealth Management
Washington
$394K
HWM
529
Howard Wealth Management
Connecticut
$390K -$17K -100 -5%
DAS
530
Diversify Advisory Services
Utah
$388K +$341K +2,014 New
DWM
531
Diversify Wealth Management
Utah
$388K +$341K +2,014 New
BC
532
Bridgefront Capital
Texas
$387K -$66.8K -394 -17%
QIM
533
Quantitative Investment Management
Virginia
$384K -$34.9K -206 -10%
OL
534
Optas LLC
Texas
$380K +$339 +2 +0.1%
SP
535
Successful Portfolios
Florida
$377K
SFA
536
Souders Financial Advisors
Ohio
$376K +$4.24K +25 +1%
VA
537
VestGen Advisors
Illinois
$372K +$14.2K +84 +5%
AP
538
Anchyra Partners
Georgia
$372K +$320K +1,889 New
CC
539
Centiva Capital
New York
$366K +$315K +1,858 New
MWM
540
Mission Wealth Management
California
$366K +$315K +1,856 New
TC
541
TwinBeech Capital
New York
$365K +$30.7K +181 +11%
BFIM
542
Beese Fulmer Investment Management
Ohio
$363K +$20.9K +123 +7%
CCMI
543
Creative Capital Management Investments
California
$362K +$312K +1,839 New
CWM
544
Cornerstone Wealth Management
Missouri
$361K +$311K +1,833 New
Caisse de Depot et Placement du Quebec (CDPQ)
545
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$355K +$305K +1,800 New
RWM
546
Revisor Wealth Management
Ohio
$352K -$33.9K -200 -10%
Baird Financial Group
547
Baird Financial Group
Wisconsin
$351K -$27.3K -161 -8%
KCM
548
Kathmere Capital Management
Pennsylvania
$349K +$300K +1,769 New
IP
549
Intellectus Partners
California
$347K +$298K +1,758 New
OA
550
Operose Advisors
Wisconsin
$345K