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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
526
Coldstream Capital Management
Washington
$373K -$254K -970 -40%
DADC
527
D.A. Davidson & Co
Montana
$371K -$342K -1,305 -47%
GS
528
GTS Securities
Florida
$368K +$151K +575 +67%
FRA
529
Frank Rimerman Advisors
California
$367K +$44K +168 +13%
SG
530
StoneX Group
New York
$365K
FCFC
531
First Commonwealth Financial Corp
Pennsylvania
$365K +$8.65K +33 +2%
AIM
532
Allen Investment Management
New York
$361K
PIMJS
533
PKO Investment Management Joint-Stock
Poland
$359K -$105K -400 -22%
1WA
534
180 Wealth Advisors
Washington
$357K +$21.8K +83 +6%
BAM
535
Bayshore Asset Management
Florida
$357K
S
536
SignatureFD
Georgia
$356K -$61.6K -235 -14%
PJWM
537
Philip James Wealth Mangement
Georgia
$356K -$7.6K -29 -2%
IAS
538
Insigneo Advisory Services
Florida
$349K -$31.5K -120 -8%
A
539
AlphaQuest
New York
$347K -$240K -916 -40%
WA
540
Waverly Advisors
Alabama
$347K -$3.41K -13 -1%
TAM
541
Trust Asset Management
Texas
$344K -$13.1K -50 -4%
GWM
542
Goldenstone Wealth Management
California
$343K +$351K +1,339 New
AI
543
Atria Investments
North Carolina
$341K +$54.3K +207 +18%
LWP
544
LFG Wealth Partners
Kentucky
$340K +$348K +1,326 New
SI
545
Stephens Inc
Arkansas
$339K -$9.96K -38 -3%
SC
546
Syon Capital
California
$338K -$343K -1,309 -50%
WP
547
Woodline Partners
California
$338K -$300K -1,146 -46%
RPCONE
548
Retirement Planning Company of New England
Rhode Island
$337K +$22.5K +86 +7%
UB
549
UMB Bank
Missouri
$334K +$147K +562 +76%
SF
550
Summit Financial
New Jersey
$330K -$145K -553 -30%