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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
401
Leonteq Securities AG
Switzerland
$379K +$214K +3,840 +104%
OWM
402
OneAscent Wealth Management
Alabama
$375K -$12.8K -230 -3%
KPW
403
Kore Private Wealth
New York
$372K -$159K -2,844 -28%
VFA
404
Valeo Financial Advisors
Indiana
$369K +$66K +1,183 +19%
William Blair & Company
405
William Blair & Company
Illinois
$366K -$6.75K -121 -2%
RIM
406
Redpoint Investment Management
Australia
$365K +$105K +1,880 +35%
LB
407
Leo Brokerage
Texas
$356K +$396K +7,092 New
DA
408
DCM Advisors
New York
$351K +$167K +3,000 +75%
GFA
409
Gifford Fong Associates
California
$349K
VCM
410
Violich Capital Management
California
$343K +$36.3K +650 +11%
SG Americas Securities
411
SG Americas Securities
New York
$343K +$381K +6,829 New
SCM
412
SOL Capital Management
Maryland
$336K -$27.1K -486 -7%
BPA
413
Beacon Pointe Advisors
California
$335K -$595K -10,658 -62%
CCB
414
Cutter & Co Brokerage
Missouri
$334K -$32.5K -582 -8%
TAM
415
Tocqueville Asset Management
New York
$322K +$8.71K +156 +2%
RWA
416
Ropes Wealth Advisors
Massachusetts
$321K
ASBI
417
American State Bank (Iowa)
Iowa
$320K
CAM
418
Cresset Asset Management
Illinois
$320K +$17.9K +321 +5%
IA
419
IndexIQ Advisors
New York
$316K -$3.57M -63,966 -91%
PC
420
Prairiewood Capital
North Dakota
$313K +$348K +6,227 New
MML Investors Services
421
MML Investors Services
Massachusetts
$312K +$51.1K +915 +17%
AIA
422
Affinity Investment Advisors
California
$311K +$37.5K +672 +12%
MFS
423
Mirabella Financial Services
United Kingdom
$309K +$344K +6,160 New
PWM
424
Perigon Wealth Management
California
$308K +$223 +4 +0.1%
TC
425
Truvestments Capital
Florida
$307K -$21.8K -390 -6%