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Name Holding Trade Value Shares
Change
Change in
Stake
RFP
551
Root Financial Partners
California
$48K +$7.91K +14 +18%
QL
552
Quarry LP
New York
$44.8K -$3.96K -7 -8%
UCB
553
United Community Bank
South Carolina
$44.8K
LFG
554
Larson Financial Group
Missouri
$41.6K +$5.09K +9 +13%
PFBT
555
Parkside Financial Bank & Trust
Missouri
$40K +$5.09K +9 +14%
QA
556
Quattro Advisors
Pennsylvania
$40K +$42.4K +75 New
VSQM
557
V-Square Quantitative Management
Illinois
$38.9K +$41.3K +73 New
VCM
558
Versant Capital Management
Arizona
$38.4K +$4.52K +8 +13%
EBA
559
Eagle Bay Advisors
New York
$35.2K +$37.3K +66 New
OCM
560
Osterweis Capital Management
California
$34.6K
TWD
561
True Wealth Design
Ohio
$34.1K +$2.26K +4 +7%
SC
562
SouthState Corp
Florida
$33K +$35K +62 New
MWPCG
563
Measured Wealth Private Client Group
New Hampshire
$29.8K
Mitsubishi UFJ Asset Management
564
Mitsubishi UFJ Asset Management
Japan
$29K
EW
565
Elyxium Wealth
California
$28.8K +$30.5K +54 New
CIAM
566
Caitong International Asset Management
Hong Kong
$27.2K +$28.8K +51 New
HIA
567
Harbor Investment Advisory
Maryland
$26.6K
CP
568
Camelot Portfolios
Ohio
$26.6K +$28.3K +50 New
BCWM
569
Bartlett & Co Wealth Management
Ohio
$26.6K
PGAM
570
Princeton Global Asset Management
New Jersey
$25.6K
GWM
571
Geneos Wealth Management
Colorado
$25K +$4.52K +8 +21%
AEPWM
572
Atlantic Edge Private Wealth Management
Florida
$24K
PCM
573
Peregrine Capital Management
Minnesota
$24K -$7.4M -13,101 -100%
KFI
574
Key Financial Inc
Pennsylvania
$23.4K
BWA
575
Basecamp Wealth Advisors
Washington
$23.4K +$24.9K +44 New