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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
401
Shelton Capital Management
Colorado
$799K
MFG
402
Merit Financial Group
Georgia
$782K +$134K +2,100 +21%
SIC
403
Samalin Investment Counsel
New York
$782K +$18.5K +289 +2%
BCWM
404
Bartlett & Co Wealth Management
Ohio
$781K
AF
405
Allworth Financial
California
$778K +$63.1K +987 +9%
JIC
406
Johnson Investment Counsel
Ohio
$774K -$2.49K -39 -0.3%
BCM
407
Brookstone Capital Management
Illinois
$769K +$28.6K +447 +4%
PC
408
PCB Capital
New Jersey
$767K +$24.8K +387 +3%
AFG
409
Atomi Financial Group
New York
$754K -$137K -2,142 -16%
TRCT
410
Tower Research Capital (TRC)
New York
$747K -$128K -1,999 -15%
FTWA
411
Fifth Third Wealth Advisors
Ohio
$746K +$188K +2,940 +35%
GT
412
Greenleaf Trust
Michigan
$730K +$7.04K +110 +1%
LBC
413
Lowe Brockenbrough & Co
Virginia
$726K
DO
414
denkapparat Operations
Germany
$715K
RCAG
415
Rehmann Capital Advisory Group
Michigan
$711K -$45.3K -708 -6%
JMA
416
J.M. Arbour
Maine
$708K +$9.66K +151 +1%
1832 Asset Management
417
1832 Asset Management
Ontario, Canada
$707K +$691K +10,800 New
WPW
418
Waldron Private Wealth
Pennsylvania
$703K
ET
419
Entropy Technologies
New York
$701K -$4.94M -77,178 -88%
OIS
420
OneAscent Investment Solutions
Alabama
$701K +$6.97K +109 +1%
NDSIB
421
North Dakota State Investment Board
North Dakota
$696K -$161K -2,513 -19%
CM
422
Castleark Management
Illinois
$693K +$311K +4,870 +85%
CAM
423
Cresset Asset Management
Illinois
$692K -$108K -1,685 -14%
UOTTAIMCU
424
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$689K -$1.09M -16,972 -62%
SAM
425
Steinberg Asset Management
New York
$689K -$703 -11 -0.1%