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Name Holding Trade Value Shares
Change
Change in
Stake
NF
601
NTB Financial
Colorado
$460K -$3.77K -9 -0.8%
SBH
602
Segall Bryant & Hamill
Illinois
$460K
FFM
603
Forum Financial Management
Illinois
$452K -$184K -439 -30%
PCP
604
Proficio Capital Partners
Massachusetts
$450K +$87K +208 +25%
JGGDR
605
JGP Global Gestao de Recursos
Brazil
$449K +$33.5K +80 +8%
SIM
606
Sentry Investment Management
Wisconsin
$446K -$72K -172 -14%
MWM
607
Meridian Wealth Management
Kentucky
$446K +$418 +1 +0.1%
AWA
608
Amplius Wealth Advisors
Pennsylvania
$443K -$1.25K -3 -0.3%
SVWAG
609
Sound View Wealth Advisors Group
Georgia
$440K +$8.37K +20 +2%
KWMG
610
King Wealth Management Group
Florida
$435K
OC
611
Oakworth Capital
Alabama
$435K
TFA
612
Trinity Financial Advisors
Ohio
$435K
DBT
613
Dubuque Bank & Trust
Iowa
$435K +$47.7K +114 +13%
SAM
614
Shikiar Asset Management
New York
$433K -$987K -2,360 -70%
MWM
615
Mission Wealth Management
California
$433K -$2.51K -6 -0.6%
VFA
616
Valeo Financial Advisors
Indiana
$431K +$218K +521 +111%
SIC
617
Samalin Investment Counsel
New York
$421K -$1.67K -4 -0.4%
CAN
618
Cetera Advisor Networks
California
$415K -$74K -177 -16%
UB
619
UMB Bank
Missouri
$412K -$8.37K -20 -2%
AC
620
ASB Consultores
Florida
$409K +$393K +939 New
Verition Fund Management
621
Verition Fund Management
Connecticut
$406K -$1.82M -4,352 -82%
Nomura Holdings
622
Nomura Holdings
Japan
$405K -$10.5M -25,119 -96%
NIMI
623
Natixis Investment Managers International
France
$405K +$390K +932 New
PBC
624
Pavion Blue Capital
California
$404K +$389K +929 New
RSWM
625
Robertson Stephens Wealth Management
California
$403K +$31.4K +75 +9%