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Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
451
Lombard Odier Asset Management (Switzerland)
Switzerland
$775K +$842K +3,595 New
IWC
452
Integrated Wealth Concepts
Massachusetts
$770K +$364K +1,556 +77%
MA
453
Mutual Advisors
Nebraska
$764K +$11.2K +48 +1%
SWP
454
Stratos Wealth Partners
Ohio
$760K -$117K -499 -12%
PIMJS
455
PKO Investment Management Joint-Stock
Poland
$758K +$351K +1,500 +75%
UBG
456
United Bank (Georgia)
Georgia
$749K +$121K +516 +17%
TMAM
457
Tokio Marine Asset Management
Japan
$735K +$109K +465 +16%
UWS
458
Unique Wealth Strategies
Illinois
$734K +$798K +3,406 New
NA
459
NewEdge Advisors
Louisiana
$727K -$742K -3,168 -48%
RGC
460
Roberts, Glore & Co
Illinois
$723K +$2.11K +9 +0.3%
SWA
461
SFMG Wealth Advisors
Texas
$720K +$782K +3,341 New
Envestnet Portfolio Solutions
462
Envestnet Portfolio Solutions
Illinois
$711K +$17.8K +76 +2%
IHL
463
Investment House LLC
California
$705K – – –
NBT
464
Northwest Bank & Trust
Iowa
$700K -$3.28K -14 -0.4%
VSQM
465
V-Square Quantitative Management
Illinois
$700K +$137K +584 +22%
Public Sector Pension Investment Board (PSP Investments)
466
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$689K -$23.4K -100 -3%
AGP
467
Autumn Glory Partners
Texas
$687K – – –
CA
468
Cetera Advisors
Colorado
$685K +$407K +1,736 +121%
IC
469
IEQ Capital
California
$676K -$269K -1,150 -27%
KFC
470
Klingenstein Fields & Co
New York
$675K -$2.81K -12 -0.4%
GCP
471
GSA Capital Partners
United Kingdom
$673K +$387K +1,652 +112%
HKAM
472
Horizon Kinetics Asset Management
New York
$673K +$468 +2 +0.1%
AWM
473
Apollon Wealth Management
South Carolina
$668K -$445K -1,898 -38%
NB
474
Nicolet Bankshares
Wisconsin
$667K +$7.49K +32 +1%
RWP
475
RWA Wealth Partners
Massachusetts
$666K +$15.7K +67 +2%