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Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
Mutual Advisors
Nebraska
$465K +$90.9K +1,049 +23%
VF
302
Vest Financial
Virginia
$463K +$190K +2,190 +63%
SA
303
Sylvest Advisors
Texas
$462K +$70.1K +809 +17%
Daiwa Securities Group
304
Daiwa Securities Group
Japan
$460K -$625K -7,211 -56%
IFPG
305
Intrepid Financial Planning Group
Indiana
$458K -$15.8K -182 -3%
Capstone Investment Advisors
306
Capstone Investment Advisors
New York
$454K +$279K +3,216 +139%
JCIA
307
Jackson Creek Investment Advisors
Colorado
$454K +$480K +5,533 New
TWP
308
Tempus Wealth Planning
California
$453K
SMH
309
Sanders Morris Harris
Texas
$451K +$477K +5,500 New
William Blair Investment Management
310
William Blair Investment Management
Illinois
$450K -$14.6K -168 -3%
SC
311
SummitTX Capital
Texas
$450K +$266K +3,066 +127%
ST
312
Sageworth Trust
Pennsylvania
$448K +$474K +5,465 New
IWC
313
Integrated Wealth Concepts
Massachusetts
$448K -$3.26M -37,666 -87%
X
314
Xponance
Pennsylvania
$440K -$1.21K -14 -0.3%
SI
315
Severin Investments
Missouri
$434K -$249K -2,878 -35%
MSRPS
316
Maryland State Retirement & Pension System
Maryland
$431K
SF
317
Synovus Financial
Georgia
$420K -$1.39K -16 -0.3%
IIM
318
INTECH Investment Management
Florida
$414K +$438K +5,049 New
MWM
319
Moran Wealth Management
Florida
$413K -$138K -1,587 -24%
RS
320
R Squared
Hong Kong
$406K +$429K +4,952 New
Aviva
321
Aviva
United Kingdom
$403K -$63K -727 -13%
AI
322
AdvisorShares Investments
Maryland
$402K -$5.37K -62 -1%
HWM
323
HB Wealth Management
Georgia
$401K -$16.6K -191 -4%
IFS
324
Ifrah Financial Services
Arkansas
$400K -$3.12K -36 -0.7%
PAG
325
Private Advisor Group
New Jersey
$399K -$17.9K -206 -4%