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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
401
United Capital Financial Advisors
Texas
$315K -$57.1K -3,307 -16%
SAM
402
Securian Asset Management
Minnesota
$308K -$233K -13,489 -44%
BC
403
Bayforest Capital
United Kingdom
$308K -$290K -16,811 -49%
VT
404
Vise Technologies
New York
$306K +$3.56K +206 +1%
MSA
405
MUFG Securities Americas
New York
$305K -$224 -13 -0.1%
VSQM
406
V-Square Quantitative Management
Illinois
$305K -$8.94K -518 -3%
CPIG
407
Chicago Partners Investment Group
Illinois
$304K +$55K +3,187 +24%
PA
408
Parallel Advisors
California
$304K +$25.5K +1,477 +9%
Federated Hermes
409
Federated Hermes
Pennsylvania
$297K -$207K -12,005 -42%
GLA
410
Great Lakes Advisors
Illinois
$296K
Bessemer Group
411
Bessemer Group
New Jersey
$294K -$20.6K -1,195 -7%
BFM
412
Boothbay Fund Management
New York
$291K -$266K -15,397 -48%
PS
413
Principal Securities
Iowa
$288K +$20.7K +1,202 +8%
SMA
414
Sage Mountain Advisors
Georgia
$278K +$44.6K +2,585 +20%
JTWM
415
Jackson Thornton Wealth Management
Alabama
$276K +$4.28K +248 +2%
CCM
416
Coldstream Capital Management
Washington
$275K -$27.4K -1,585 -9%
P
417
&Partners
Tennessee
$275K -$14.2K -824 -5%
EMPI
418
Elo Mutual Pension Insurance
Finland
$270K +$263K +15,240 New
Jones Financial Companies
419
Jones Financial Companies
Missouri
$268K +$150K +8,667 +135%
ASN
420
Advisory Services Network
Georgia
$267K +$8.54K +495 +3%
ABC
421
Associated Banc-Corp
Wisconsin
$265K -$60.2K -3,488 -19%
SCM
422
SOL Capital Management
Maryland
$263K
AFG
423
Atomi Financial Group
New York
$262K +$51.5K +2,982 +25%
AWM
424
Adams Wealth Management
Utah
$262K -$17.8K -1,033 -7%
CI
425
CacheTech Inc
Utah
$262K -$17.8K -1,033 -7%