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Name Holding Trade Value Shares
Change
Change in
Stake
MPM
601
MBB Public Markets
Illinois
$251K +$233K +1,225 New
JWCA
602
J.W. Cole Advisors
Florida
$250K +$3.8K +20 +2%
DBT
603
Dubuque Bank & Trust
Iowa
$249K -$3.04K -16 -1%
HWM
604
HB Wealth Management
Georgia
$249K +$231K +1,214 New
AMCA
605
Arthur M. Cohen & Associates
Illinois
$248K
Brown Advisory
606
Brown Advisory
Maryland
$247K +$2.47K +13 +1%
MGP
607
Metis Global Partners
California
$246K +$228K +1,201 New
Nomura Holdings
608
Nomura Holdings
Japan
$245K -$463K -2,433 -67%
BAM
609
Barrett Asset Management
New York
$245K +$1.14K +6 +0.5%
ACM
610
Advisors Capital Management
New Jersey
$245K +$1.71K +9 +0.8%
ACM
611
Alta Capital Management
Utah
$244K
CT
612
Caldwell Trust
Florida
$244K +$24.7K +130 +12%
SIM
613
Sentry Investment Management
Wisconsin
$243K
Assenagon Asset Management
614
Assenagon Asset Management
Luxembourg
$241K -$11.8M -61,884 -98%
V
615
VeraBank
Texas
$238K
CGL
616
Clarius Group LLC
Washington
$238K +$221K +1,163 New
BSAM
617
Blue Square Asset Management
New York
$236K
BFO
618
Biltmore Family Office
North Carolina
$235K -$3.8K -20 -2%
BAM
619
Byrne Asset Management
New Jersey
$234K +$218K +1,145 New
FHA
620
First Horizon Advisors
Tennessee
$233K +$1.14K +6 +0.5%
HFS
621
Hantz Financial Services
Michigan
$233K +$30K +158 +16%
Koshinski Asset Management
622
Koshinski Asset Management
Illinois
$232K -$11.4K -60 -5%
KFC
623
Klingenstein Fields & Co
New York
$231K
WPW
624
Waldron Private Wealth
Pennsylvania
$229K +$380 +2 +0.2%
SC
625
Steph & Co
Wisconsin
$226K +$2.47K +13 +1%