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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
526
Capstone Investment Advisors
New York
$1.05M +$1.07M +5,809 New
FFG
527
Fortem Financial Group
California
$1.05M +$523K +2,831 +95%
OMC
528
Old Mission Capital
Illinois
$1.04M +$1.07M +5,789 New
MPAM
529
Murphy Pohlad Asset Management
Minnesota
$1.04M
FHB
530
First Hawaiian Bank
Hawaii
$1.04M -$1.66K -9 -0.2%
BWM
531
Buckley Wealth Management
Nevada
$1.03M -$12.9K -70 -1%
Lido Advisors
532
Lido Advisors
California
$1.03M +$184K +994 +21%
CS
533
Candriam SCA
Luxembourg
$1.03M -$131K -712 -11%
CCM
534
Community Capital Management
Florida
$1.01M -$591K -3,200 -36%
GSEP
535
Golden State Equity Partners
California
$993K +$729K +3,945 +251%
BCWM
536
Bartlett & Co Wealth Management
Ohio
$990K -$9.23K -50 -0.9%
BC
537
Bartlett & Co
Ohio
$990K -$9.23K -50 -0.9%
OL
538
Optas LLC
Texas
$986K -$554 -3 -0.1%
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$972K -$20.1K -109 -2%
EF
540
Empirical Finance
Pennsylvania
$971K +$107K +578 +12%
VWM
541
Venturi Wealth Management
Texas
$971K -$46K -249 -4%
BCM
542
Brookstone Capital Management
Illinois
$959K -$283K -1,531 -23%
PGCM
543
Prescott Group Capital Management
Oklahoma
$958K
SIA
544
Schear Investment Advisers
Ohio
$952K -$66.3K -359 -6%
AWCI
545
Alpine Woods Capital Investors
New York
$950K -$75.4K -408 -7%
NMIMC
546
Northwestern Mutual Investment Management Company
Wisconsin
$947K +$28.3K +153 +3%
SFP
547
Shepherd Financial Partners
Massachusetts
$946K +$25.7K +139 +3%
BB
548
Busey Bank
Illinois
$911K -$246K -1,334 -21%
AWS
549
Atria Wealth Solutions
New York
$909K -$518K -2,806 -36%
XF
550
XML Financial
Maryland
$908K +$369 +2 +0%