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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
276
Basecamp Wealth Advisors
Washington
$1.93K +$1.99K +427 New
AUB
277
Atlantic Union Bankshares
Virginia
$1.8K – – –
LGWM
278
Litman Gregory Wealth Management
California
$1.4K +$1.45K +311 New
BIA
279
Bell Investment Advisors
California
$1.07K – – –
RBC
280
Roble Belko & Company
Pennsylvania
$1K +$443 +95 +48%
MSWM
281
Mowery & Schoenfeld Wealth Management
Illinois
$902 – – –
QCG
282
Quadrant Capital Group
Ohio
$817 +$690 +148 +448%
CFM
283
Cornerstone Financial Management
Massachusetts
$546 +$564 +121 New
LFG
284
Larson Financial Group
Missouri
$505 – – –
RhumbLine Advisers
285
RhumbLine Advisers
Massachusetts
$473 – – –
T
286
Tidemark
California
$451 +$466 +100 New
HIMS
287
Hager Investment Management Services
New Hampshire
$226 – – –
SA
288
Strategic Advocates
Utah
$214 – – –
CIAM
289
Caitong International Asset Management
Hong Kong
$194 -$6.48K -1,391 -97%
SWP
290
Strategic Wealth Partners
Ohio
$113 +$117 +25 New
TWD
291
True Wealth Design
Ohio
$5 – – –
CGIC
292
Continental General Insurance Company
Texas
– -$29.5M -5,964,422 Closed
Canada Pension Plan Investment Board
293
Canada Pension Plan Investment Board
Ontario, Canada
– -$11.4M -2,312,300 Closed
WCA
294
Waratah Capital Advisors
Ontario, Canada
– -$11.1M -2,250,259 Closed
USGIU
295
U.S. Global Investors (USGI)
Texas
– -$10.3M -2,078,516 Closed
CF
296
Cantor Fitzgerald
New York
– -$5.66M -1,143,710 Closed
ICM
297
Invenomic Capital Management
Massachusetts
– -$4.9M -990,484 Closed
WP
298
Woodline Partners
California
– -$3.23M -652,523 Closed
SFI
299
Susquehanna Fundamental Investments
Pennsylvania
– -$2.12M -428,100 Closed
Macquarie Group
300
Macquarie Group
Australia
– -$1.98M -400,000 Closed