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Name Holding Trade Value Shares
Change
Change in
Stake
IWN
676
Independent Wealth Network
Iowa
$839K -$22.8K -118 -3%
HCM
677
Helios Capital Management
Singapore
$836K – – –
CFGS
678
Concourse Financial Group Securities
Alabama
$834K +$92K +477 +13%
Bartlett & Co Wealth Management
679
Bartlett & Co Wealth Management
Ohio
$834K +$50.7K +263 +7%
HIC
680
Harvey Investment Company
Kentucky
$831K – – –
SM
681
Sciencast Management
New Jersey
$828K -$785K -4,072 -49%
Vinva Investment Management
682
Vinva Investment Management
Australia
$826K -$45.7K -237 -5%
VCA
683
Verdence Capital Advisors
Maryland
$822K -$193 -1 -0%
CQS
684
Credential Qtrade Securities
$803K +$797K +4,130 New
MWA
685
Midland Wealth Advisors
Illinois
$799K – – –
CCM
686
Crew Capital Management
Ohio
$790K +$784K +4,063 New
JCM
687
Jacobi Capital Management
Pennsylvania
$787K +$80.4K +417 +11%
ST
688
Somerset Trust
Pennsylvania
$784K -$21.8K -113 -3%
Rakuten Investment Management
689
Rakuten Investment Management
Japan
$784K +$706K +3,660 +989%
Forum Financial Management
690
Forum Financial Management
Illinois
$782K +$5.4K +28 +0.7%
BBA
691
BLB&B Advisors
Pennsylvania
$782K -$19.3K -100 -2%
Waratah Capital Advisors
692
Waratah Capital Advisors
Ontario, Canada
$780K +$774K +4,012 New
FAM
693
Formidable Asset Management
Ohio
$779K – – –
VBCG
694
Valley Brook Capital Group
Pennsylvania
$779K +$60.8K +315 +9%
QIM
695
Quantitative Investment Management
Virginia
$778K -$6.97M -36,129 -90%
GFA
696
Gifford Fong Associates
California
$778K – – –
MAM
697
Marquette Asset Management
Minnesota
$778K – – –
PWS
698
Private Wealth Strategies
Ohio
$778K – – –
KPPF
699
Klein Pavlis & Peasley Financial
California
$770K +$2.51K +13 +0.3%
LFA
700
Legacy Financial Advisors
Kentucky
$770K +$764K +3,961 New