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Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
401
Steel Grove Capital Advisors
Tennessee
$321K
NMIMC
402
Northwestern Mutual Investment Management Company
Wisconsin
$320K -$57.1K -576 -16%
CWM
403
Calamos Wealth Management
Illinois
$319K -$2.29M -23,070 -88%
DT
404
Diversified Trust
Tennessee
$314K -$211K -2,132 -41%
QCG
405
Quadrant Capital Group
Ohio
$312K +$92.7K +935 +44%
BC
406
Burney Company
Virginia
$312K -$203K -2,051 -40%
DAS
407
Dynamic Advisor Solutions
Arizona
$308K +$298K +3,008 New
OFG
408
Oxford Financial Group
Indiana
$304K +$5.55K +56 +2%
FDS
409
Freedom Day Solutions
Texas
$303K -$191K -1,921 -39%
MCM
410
MAI Capital Management
Ohio
$300K -$14K -141 -5%
ALAM
411
Asahi Life Asset Management
Japan
$300K +$291K +2,930 New
TA
412
Tectonic Advisors
Texas
$297K +$289K +2,909 New
PA
413
Profund Advisors
Maryland
$297K +$25.2K +254 +10%
HW
414
Hancock Whitney
Mississippi
$296K -$14.3K -144 -5%
TCM
415
Teza Capital Management
Illinois
$295K -$363K -3,661 -56%
AA
416
ALPS Advisors
Colorado
$295K -$1.98K -20 -0.7%
Lido Advisors
417
Lido Advisors
California
$294K +$7.24K +73 +3%
CAC
418
Core Alternative Capital
Georgia
$291K -$653K -6,584 -70%
CM
419
Columbus Macro
Pennsylvania
$286K +$278K +2,801 New
KIA
420
KCM Investment Advisors
California
$286K +$278K +2,800 New
CCM
421
Coldstream Capital Management
Washington
$280K +$271K +2,735 New
CI Investments Inc
422
CI Investments Inc
Ontario, Canada
$278K +$199K +2,004 +281%
APP
423
Avantax Planning Partners
Iowa
$277K -$3.77K -38 -1%
PAG
424
Private Advisor Group
New Jersey
$276K +$327K +3,297 New
AWA
425
Arete Wealth Advisors
Illinois
$275K +$267K +2,692 New