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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
876
Independent Solutions Wealth Management
New York
$533K -$11K -78 -2%
ADL
877
Asset Dedication LLC
California
$531K -$2.54K -18 -0.4%
PCM
878
Princeton Capital Management
New Jersey
$529K -$28.9K -205 -5%
KIM
879
Kestra Investment Management
Texas
$528K +$591K +4,192 New
D.E. Shaw & Co
880
D.E. Shaw & Co
New York
$525K -$11M -78,142 -95%
AOI
881
Auto-Owners Insurance
Michigan
$522K
FBT
882
First Bank & Trust
South Dakota
$521K -$2.68K -19 -0.5%
FTWA
883
Fifth Third Wealth Advisors
Ohio
$518K +$42.8K +304 +8%
FIA
884
Foundations Investment Advisors
Arizona
$517K +$250K +1,776 +76%
HH
885
Hilltop Holdings
Texas
$517K -$191K -1,357 -25%
JSW
886
Journey Strategic Wealth
New Jersey
$515K +$6.34K +45 +1%
CCM
887
Cohen Capital Management
California
$512K
SA
888
Strategic Advocates
Utah
$507K -$75.8K -538 -12%
BT
889
Banque Transatlantique
France
$506K +$558K +3,963 New
SWP
890
Sagespring Wealth Partners
Tennessee
$505K -$53.5K -380 -9%
FSA
891
Financial Sense Advisors
California
$504K -$69.7K -495 -11%
GCM
892
Gator Capital Management
Florida
$504K
AIM
893
Avity Investment Management
Connecticut
$503K -$51.4K -365 -8%
WI
894
WBI Investments
New Jersey
$503K +$562K +3,992 New
SS
895
SBI Securities
Japan
$495K +$53.8K +382 +11%
KCM
896
KRS Capital Management
Michigan
$493K +$1.27K +9 +0.2%
EPW
897
Evolve Private Wealth
California
$492K +$550K +3,907 New
JCM
898
Jacobi Capital Management
Pennsylvania
$489K -$35.9K -255 -6%
TW
899
TritonPoint Wealth
Maryland
$487K -$12K -85 -2%
CFSG
900
Clark Financial Services Group
Missouri
$486K +$18.6K +132 +3%