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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
501
USA Financial Formulas
Michigan
$364K +$268K +4,094 +344%
CA
502
CGN Advisors
Kansas
$353K -$1.83K -28 -0.5%
GA
503
GoalVest Advisory
New York
$351K +$196 +3 +0.1%
GPW
504
Gentry Private Wealth
Kansas
$351K +$333K +5,093 New
DFCM
505
Dark Forest Capital Management
Puerto Rico
$342K -$258K -3,938 -44%
EH
506
Equitable Holdings
New York
$341K -$34.4K -525 -10%
BBVA
507
Banco Bilbao Vizcaya Argentaria
Spain
$341K +$13.7K +210 +4%
VDI
508
Vaughan David Investments
Illinois
$340K -$39.2K -599 -11%
GLA
509
Great Lakes Advisors
Illinois
$340K +$322K +4,925 New
CTC
510
Central Trust Company
Missouri
$337K
MFG
511
MidWestOne Financial Group
Iowa
$327K +$12.4K +189 +4%
FDCDDQ
512
Federation des caisses Desjardins du Quebec
Quebec, Canada
$326K +$60.3K +922 +24%
AF
513
Apollon Financial
South Carolina
$325K +$2.94K +45 +1%
IFU
514
iSAM Funds (UK)
United Kingdom
$324K -$585K -8,938 -66%
IGAM
515
iA Global Asset Management
Quebec, Canada
$323K +$307K +4,685 New
NP
516
NorthRock Partners
Minnesota
$323K +$1.83K +28 +0.6%
MPM
517
MBB Public Markets
Illinois
$323K +$306K +4,683 New
MFG
518
Merit Financial Group
Georgia
$322K +$18.8K +288 +7%
EF
519
Empowered Funds
Pennsylvania
$320K +$49.6K +758 +19%
AWM
520
Apollon Wealth Management
South Carolina
$320K +$304K +4,645 New
KTC
521
Kentucky Trust Company
Kentucky
$320K +$2.36K +36 +0.8%
IA
522
Integrity Alliance
Iowa
$319K +$303K +4,628 New
GSEP
523
Golden State Equity Partners
California
$317K +$42K +642 +16%
HNB
524
Huntington National Bank
Ohio
$315K +$175K +2,681 +142%
SVWAG
525
Sound View Wealth Advisors Group
Georgia
$315K -$118K -1,800 -28%