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Name Holding Trade Value Shares
Change
Change in
Stake
SG
751
StoneX Group
New York
$600K -$220K -1,462 -23%
LOIM
752
Liberty One Investment Management
Illinois
$597K +$72.2K +480 +11%
GAM
753
GuardCap Asset Management
United Kingdom
$596K -$2.22M -14,750 -76%
TFIPS
754
Towarzystwo Funduszy Inwestycyjnych PZU SA
$596K – – –
TFP
755
TrueWealth Financial Partners
Washington
$595K +$713K +4,744 New
QIM
756
Quantitative Investment Management
Virginia
$595K -$5.91M -39,299 -89%
NG
757
Northstar Group
New York
$593K – – –
BG
758
Bellevue Group
Switzerland
$590K – – –
FCH
759
Freestone Capital Holdings
Washington
$580K -$8.27K -55 -1%
VFA
760
Valeo Financial Advisors
Indiana
$579K -$43.6K -290 -6%
GPA
761
Guerra Pan Advisors
New Jersey
$579K -$3.01K -20 -0.4%
CPL
762
Corecam Pte Ltd
$577K +$346K +2,300 +100%
WFA
763
Wellspring Financial Advisors
Ohio
$573K -$125K -834 -15%
FFN
764
Focus Financial Network
Minnesota
$570K -$578K -3,843 -46%
BBA
765
Baader Bank Aktiengesellschaft
Germany
$569K +$186K +1,238 +36%
CBTWT
766
Community Bank & Trust (Waco, Texas)
Texas
$566K +$67.6K +450 +11%
ATC
767
Argent Trust Co
Tennessee
$565K -$4.06K -27 -0.6%
KWM
768
Kingsview Wealth Management
Oregon
$563K -$36.4K -242 -5%
SI
769
Stephens Inc
Arkansas
$560K -$768K -5,111 -53%
OWM
770
Orca Wealth Management
Florida
$557K +$2.56K +17 +0.4%
FC
771
Farringdon Capital
United Kingdom
$556K -$563K -3,743 -46%
PWPS
772
Pinnacle Wealth Planning Services
Ohio
$556K -$71.3K -474 -10%
BPAMU
773
BTG Pactual Asset Management US
New York
$553K – – –
BL
774
Balentine LLC
Georgia
$553K +$1.2K +8 +0.2%
RA
775
Riversedge Advisors
Delaware
$549K +$24.8K +165 +4%