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Generac Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
CT
526
Caldwell Trust
Florida
$322K
CP
527
Covenant Partners
Tennessee
$321K
FBFS
528
First Business Financial Services
Wisconsin
$321K
ECM
529
Everence Capital Management
Indiana
$319K
XT
530
XTX Topco
Cayman Islands
$317K +$101K +442 +33%
BAMF
531
BI Asset Management Fondsmaeglerselskab
Denmark
$314K -$242K -1,054 -37%
WOC
532
West Oak Capital
California
$314K -$8.02K -35 -2%
BAM
533
Belpointe Asset Management
Nevada
$313K +$42.2K +184 +12%
QIM
534
Quantitative Investment Management
Virginia
$311K -$163K -709 -29%
HIS
535
Horizon Investment Services
Indiana
$310K
FFN
536
Focus Financial Network
Minnesota
$308K +$396K +1,729 New
LWM
537
Laidlaw Wealth Management
New York
$306K +$114K +499 +41%
SWM
538
Spire Wealth Management
Virginia
$304K -$45.2K -197 -10%
SFP
539
Shepherd Financial Partners
Massachusetts
$304K +$392K +1,709 New
AMG
540
Advisors Management Group
Wisconsin
$303K
ESCM
541
Echo Street Capital Management
New York
$302K -$221K -962 -36%
CWM
542
Calamos Wealth Management
Illinois
$299K +$22.7K +99 +6%
WSCM
543
Wellington Shields Capital Management
New York
$298K
V
544
Veritable
Delaware
$297K -$105K -460 -22%
SAS
545
Sanford Advisory Services
Michigan
$297K +$33.7K +147 +10%
VFA
546
Valeo Financial Advisors
Indiana
$296K +$380K +1,659 New
KLC
547
Knowledge Leaders Capital
Colorado
$295K +$379K +1,654 New
ASN
548
Advisory Services Network
Georgia
$294K -$440K -1,921 -54%
II
549
Inspire Investing
Idaho
$294K +$379K +1,652 New
HBT
550
Heartland Bank & Trust
Illinois
$293K -$26.8K -117 -7%