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Name Holding Trade Value Shares
Change
Change in
Stake
PHS
801
Pekin Hardy Strauss
Illinois
$388K
NW
802
Naviter Wealth
Arkansas
$386K +$728 +1 +0.2%
MC
803
Machina Capital
France
$385K -$364K -500 -49%
SAM
804
Strategy Asset Managers
California
$384K -$2.18K -3 -0.6%
WF
805
Wayfinding Financial
Washington
$382K -$13.1K -18 -3%
WC
806
Waterloo Capital
Texas
$380K +$37.1K +51 +11%
LCM
807
Lazari Capital Management
California
$380K -$18.2K -25 -5%
FFA
808
Fi3 Financial Advisors
Indiana
$379K +$132K +181 +54%
ACM
809
Advisors Capital Management
New Jersey
$379K +$45.9K +63 +14%
KIM
810
Kestra Investment Management
Texas
$379K -$1.6M -2,195 -81%
LCM
811
Legato Capital Management
California
$377K
PCIG
812
Partners Capital Investment Group
Massachusetts
$376K +$370K +509 New
CBA
813
Coastal Bridge Advisors
Connecticut
$375K -$23.3K -32 -6%
PFBT
814
Parkside Financial Bank & Trust
Missouri
$375K
Optiver Holding
815
Optiver Holding
Netherlands
$374K +$368K +506 New
BP
816
Ballentine Partners
Massachusetts
$373K +$2.18K +3 +0.6%
G
817
GenTrust
Florida
$372K +$367K +504 New
FWTB
818
First Western Trust Bank
Colorado
$371K
WF
819
Welch & Forbes
Massachusetts
$369K -$86.6K -119 -19%
OF
820
Optimize Financial
California
$367K -$8.73K -12 -2%
DC
821
Diametric Capital
Massachusetts
$365K -$109K -150 -23%
TPI
822
Trust Point Inc
Wisconsin
$363K -$59K -81 -14%
LTAS
823
Linden Thomas Advisory Services
North Carolina
$363K -$3.04M -4,179 -89%
HKIMG
824
Hutchens & Kramer Investment Management Group
Indiana
$360K -$101K -139 -22%
PAG
825
Poinciana Advisors Group
Florida
$355K