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Name Holding Trade Value Shares
Change
Change in
Stake
BBI
801
Baxter Bros Inc
Connecticut
$594K
DMKJ
802
David M. Knott Jr
$593K
CCA
803
Checchi Capital Advisers
California
$590K +$51.6K +971 +10%
XT
804
XTX Topco
Cayman Islands
$589K +$588K +11,067 New
OCM
805
Orleans Capital Management
Louisiana
$586K +$57.1K +1,075 +11%
QI
806
Qtron Investments
Massachusetts
$582K -$100K -1,886 -15%
I
807
InceptionR
California
$581K +$579K +10,901 New
SWS
808
SYSTM Wealth Solutions
Illinois
$580K -$8.29K -156 -1%
CCA
809
Cobblestone Capital Advisors
New York
$578K +$49.4K +930 +9%
FNBT
810
FineMark National Bank & Trust
Florida
$577K -$11.1K -209 -2%
Fayez Sarofim & Co
811
Fayez Sarofim & Co
Texas
$574K -$788K -14,833 -58%
AC
812
Addison Capital
Pennsylvania
$573K -$120K -2,262 -17%
GS
813
GTS Securities
Florida
$572K +$571K +10,749 New
BFPW
814
BOK Financial Private Wealth
Colorado
$571K
GC
815
Gilbert & Cook
Iowa
$570K +$25K +470 +5%
SWM
816
Spire Wealth Management
Virginia
$568K -$39.1K -735 -6%
VanEck Associates
817
VanEck Associates
New York
$566K -$65.4K -1,231 -10%
IFWM
818
Institute for Wealth Management
Colorado
$566K -$8.45K -159 -1%
SF
819
Symphony Financial
Texas
$565K -$28.9K -543 -5%
WG
820
Welch Group
Alabama
$563K -$4.57K -86 -0.8%
WA
821
WealthTrust Axiom
Pennsylvania
$558K
IIM
822
Ipswich Investment Management
Massachusetts
$557K
PGIM
823
Pacific Global Investment Management
California
$555K -$7.76K -146 -1%
ML
824
McAdam LLC
Pennsylvania
$555K +$60.4K +1,137 +12%
NB
825
Northwest Bancshares
Pennsylvania
$554K -$10.6K -200 -2%