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Name Holding Trade Value Shares
Change
Change in
Stake
Mission Wealth Management
801
Mission Wealth Management
California
$597K +$84K +1,581 +16%
BBI
802
Baxter Bros Inc
Connecticut
$594K – – –
DMKJ
803
David M. Knott Jr
$593K – – –
CCA
804
Checchi Capital Advisers
California
$590K +$51.6K +971 +10%
XTX Topco
805
XTX Topco
Cayman Islands
$589K +$588K +11,067 New
OCM
806
Orleans Capital Management
Louisiana
$586K +$57.1K +1,075 +11%
QI
807
Qtron Investments
Massachusetts
$582K -$100K -1,886 -15%
I
808
InceptionR
California
$581K +$579K +10,901 New
SWS
809
SYSTM Wealth Solutions
Illinois
$580K -$8.29K -156 -1%
CCA
810
Cobblestone Capital Advisors
New York
$578K +$49.4K +930 +9%
FineMark National Bank & Trust
811
FineMark National Bank & Trust
Florida
$577K -$11.1K -209 -2%
Fayez Sarofim & Co
812
Fayez Sarofim & Co
Texas
$574K -$788K -14,833 -58%
AC
813
Addison Capital
Pennsylvania
$573K -$120K -2,262 -17%
GTS Securities
814
GTS Securities
Florida
$572K +$571K +10,749 New
BFPW
815
BOK Financial Private Wealth
Colorado
$571K – – –
GC
816
Gilbert & Cook
Iowa
$570K +$25K +470 +5%
Spire Wealth Management
817
Spire Wealth Management
Virginia
$568K -$39.1K -735 -6%
VanEck Associates
818
VanEck Associates
New York
$566K -$65.4K -1,231 -10%
IFWM
819
Institute for Wealth Management
Colorado
$566K -$8.45K -159 -1%
SF
820
Symphony Financial
Texas
$565K -$28.9K -543 -5%
Welch Group
821
Welch Group
Alabama
$563K -$4.57K -86 -0.8%
WA
822
WealthTrust Axiom
Pennsylvania
$558K – – –
IIM
823
Ipswich Investment Management
Massachusetts
$557K – – –
PGIM
824
Pacific Global Investment Management
California
$555K -$7.76K -146 -1%
ML
825
McAdam LLC
Pennsylvania
$555K +$60.4K +1,137 +12%