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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
401
Sirios Capital Management
Massachusetts
$781K -$5.02M -62,889 -88%
BMSSC
402
B. Metzler seel. Sohn & Co
Germany
$780K +$292K +3,652 +73%
CG
403
CFO4Life Group
Texas
$778K +$691K +8,648 New
FFM
404
Forum Financial Management
Illinois
$773K +$687K +8,600 New
BCM
405
Beck Capital Management
Texas
$769K +$5.11K +64 +0.8%
RCAG
406
Rehmann Capital Advisory Group
Michigan
$767K +$35.6K +446 +6%
JCIA
407
Jackson Creek Investment Advisors
Colorado
$766K -$147K -1,836 -18%
UWS
408
Unique Wealth Strategies
Illinois
$764K -$41K -513 -6%
PS
409
Principal Securities
Iowa
$756K +$231K +2,890 +52%
PWA
410
Prairie Wealth Advisors
Nebraska
$755K -$49.5K -620 -7%
FP
411
Foundry Partners
Minnesota
$752K -$42.6K -533 -6%
BJL
412
Brighton Jones LLC
Washington
$752K -$137K -1,712 -17%
JWCA
413
J.W. Cole Advisors
Florida
$748K +$29.9K +375 +5%
CIBC Asset Management
414
CIBC Asset Management
Ontario, Canada
$748K +$81.4K +1,020 +14%
PIM
415
Plato Investment Management
Australia
$747K -$1.24M -15,518 -65%
HH
416
Hilltop Holdings
Texas
$737K +$108K +1,357 +20%
GC
417
Garde Capital
Washington
$732K -$20K -250 -3%
AIA
418
Affinity Investment Advisors
California
$723K -$165K -2,071 -20%
ECM
419
Everence Capital Management
Indiana
$720K +$640K +8,010 New
FAIM
420
Financial Advocates Investment Management
Washington
$717K -$45.4K -569 -7%
RB
421
Rodgers Brothers
Pennsylvania
$705K
IWC
422
Integrated Wealth Concepts
Massachusetts
$702K +$227K +2,841 +57%
FF
423
Fluent Financial
Texas
$694K +$616K +7,711 New
Jane Street
424
Jane Street
New York
$692K -$9.65M -120,881 -94%
SCM
425
Shelton Capital Management
Colorado
$682K +$606K +7,588 New