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Name Holding Trade Value Shares
Change
Change in
Stake
KA
576
Kerrisdale Advisers
Florida
$768K – – –
GRP
577
Global Retirement Partners
California
$761K +$837K +7,466 New
RCA
578
Ranch Capital Advisors
Florida
$754K +$72.5K +647 +10%
N
579
Numerai
California
$751K +$62.3K +556 +8%
MCC
580
Money Concepts Capital
Florida
$743K +$198K +1,764 +32%
UB
581
Umpqua Bank
Oregon
$738K -$9.98K -89 -1%
WC
582
Wexford Capital
Florida
$737K +$536K +4,779 +194%
CFO
583
Callan Family Office
Pennsylvania
$732K -$24.2K -216 -3%
SSWM
584
Sheets Smith Wealth Management
North Carolina
$730K – – –
EGA
585
E&G Advisors
Texas
$726K – – –
VIP
586
Viewpoint Investment Partners
Alberta, Canada
$724K +$157K +1,400 +24%
CBU
587
CIBC Bancorp USA
Illinois
$723K +$297K +2,646 +59%
SFM
588
Soros Fund Management
New York
$720K +$793K +7,071 New
FWA
589
FSM Wealth Advisors
Ohio
$717K +$790K +7,043 New
CB
590
Commerce Bank
Missouri
$716K +$673 +6 +0.1%
ZBNA
591
Zions Bancorporation, National Association
Utah
$711K – – –
IWM
592
IHT Wealth Management
Illinois
$708K -$1.57K -14 -0.2%
TP
593
TritonPoint Partners
Maryland
$708K +$767K +6,844 New
HSA
594
HBK Sorce Advisory
Pennsylvania
$707K -$25.5K -227 -3%
KPWS
595
Kestra Private Wealth Services
Texas
$705K +$6.17K +55 +0.8%
FNT
596
First National Trust
Pennsylvania
$698K +$20.3K +181 +3%
WA
597
Wealth Alliance
New York
$698K -$69.7K -622 -8%
GH
598
GAM Holding
Switzerland
$691K – – –
IAA
599
Independent Advisor Alliance
North Carolina
$690K -$59.4K -530 -7%
RIA
600
Recurrent Investment Advisors
Texas
$688K – – –