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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
701
HighPoint Advisor Group
Illinois
$436K -$1.05M -28,456 -68%
Edgewood Management
702
Edgewood Management
Connecticut
$436K
SI
703
Stephens Inc
Arkansas
$434K -$153K -4,144 -23%
WA
704
Wealth Alliance
New York
$430K +$83.2K +2,249 +20%
EC
705
EntryPoint Capital
New York
$429K +$495K +13,388 New
VA
706
Valmark Advisers
Ohio
$425K +$13.9K +377 +3%
KCM
707
Kornitzer Capital Management
Kansas
$420K -$17.6K -475 -3%
CC
708
Chicago Capital
Illinois
$419K +$484K +13,099 New
TW
709
Tempo Wealth
Ohio
$418K -$56.9K -1,540 -11%
AI
710
AdvisorShares Investments
Maryland
$416K -$72.3K -1,954 -13%
WA
711
Waddell & Associates
Tennessee
$416K +$30.8K +833 +7%
LAM
712
LECAP Asset Management
United Kingdom
$414K +$478K +12,929 New
CAM
713
Cresset Asset Management
Illinois
$414K -$77.1K -2,086 -14%
EW
714
Evoke Wealth
California
$413K -$64.4K -1,741 -12%
DWT
715
Dorsey & Whitney Trust
South Dakota
$412K +$21.3K +576 +5%
TWA
716
Tulsa Wealth Advisors
Oklahoma
$412K +$23.7K +642 +5%
CPM
717
Connective Portfolio Management
New York
$412K
RC
718
Rexford Capital
Texas
$412K +$19.1K +516 +4%
AUB
719
Atlantic Union Bankshares
Virginia
$411K -$7.54K -204 -2%
WSC
720
Wellington Shields & Co
New York
$410K +$44.4K +1,200 +10%
TCIIS
721
TIAA-CREF Individual & Institutional Services
New York
$409K +$472K +12,764 New
CFG
722
Citizens Financial Group
Rhode Island
$407K +$11.5K +311 +3%
EFG
723
Everhart Financial Group
Ohio
$407K -$41.2K -1,115 -8%
ZIG
724
Zurich Insurance Group
Switzerland
$406K -$30.1M -812,951 -98%
CFA
725
Capstone Financial Advisors
Illinois
$406K -$47K -1,271 -9%