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Name Holding Trade Value Shares
Change
Change in
Stake
JF
326
JMN Financial
Ohio
$703K +$99.6K +1,409 +17%
AssetMark Inc
327
AssetMark Inc
California
$702K +$494K +6,987 +263%
ATIA
328
American Trust Investment Advisors
New Hampshire
$701K +$252K +3,570 +59%
Voleon Capital Management
329
Voleon Capital Management
California
$698K +$678K +9,597 New
Centiva Capital
330
Centiva Capital
New York
$684K -$3.32M -47,038 -83%
PP
331
PDS Planning
Ohio
$675K -$14.4K -204 -2%
Banco Bilbao Vizcaya Argentaria
332
Banco Bilbao Vizcaya Argentaria
Spain
$670K +$666K +9,420 New
RNC Capital Management
333
RNC Capital Management
California
$670K -$8.41K -119 -1%
AC
334
AXQ Capital
New Jersey
$668K +$649K +9,179 New
IPW
335
Invictus Private Wealth
Colorado
$667K -$11K -155 -2%
PWAM
336
Pinnacle West Asset Management
Wyoming
$662K -$19.4K -275 -3%
FI
337
Fractal Investments
Connecticut
$655K – – –
EFH
338
Eaton Financial Holdings
Florida
$653K +$12.8K +181 +2%
AWM
339
Aprio Wealth Management
Georgia
$653K +$106K +1,506 +20%
AE Wealth Management
340
AE Wealth Management
Kansas
$648K -$22.3K -315 -3%
MDA
341
Minot DeBlois Advisors
Massachusetts
$646K +$24.2K +343 +4%
BG
342
Bollard Group
Massachusetts
$631K +$24.9K +352 +4%
Prime Capital Investment Advisors
343
Prime Capital Investment Advisors
Kansas
$625K +$172K +2,431 +39%
EP Wealth Advisors
344
EP Wealth Advisors
California
$625K +$32.3K +457 +6%
Marex Group
345
Marex Group
$623K -$100K -1,417 -14%
XF
346
XML Financial
Maryland
$621K -$11.3K -160 -2%
William Blair & Company
347
William Blair & Company
Illinois
$613K +$208K +2,943 +54%
UCI
348
Uncommon Cents Investing
Wisconsin
$612K +$67.1K +950 +13%
Chicago Partners Investment Group
349
Chicago Partners Investment Group
Illinois
$611K +$8.27K +117 +2%
MHC
350
May Hill Capital
Massachusetts
$609K +$85.7K +1,213 +17%