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Name Holding Trade Value Shares
Change
Change in
Stake
CB
601
Cadence Bank
Mississippi
$801K +$4.03K +8 +0.4%
BTWM
602
Baker Tilly Wealth Management
Wisconsin
$790K +$135K +269 +18%
BWM
603
Buckley Wealth Management
Nevada
$789K -$79.5K -158 -8%
PWG
604
Portside Wealth Group
Utah
$786K +$885K +1,757 New
PIMJS
605
PKO Investment Management Joint-Stock
Poland
$782K +$126K +250 +17%
VCM
606
Vigilant Capital Management
Maine
$782K
AAS
607
Avantax Advisory Services
Texas
$780K +$555K +1,102 +172%
WAM
608
WealthTrust Asset Management
Florida
$774K -$67.5K -134 -7%
DI
609
DFPG Investments
Utah
$772K +$77.5K +154 +10%
HIC
610
Harvey Investment Company
Kentucky
$770K +$5.03K +10 +0.6%
AIM
611
Allen Investment Management
New York
$768K
MFS
612
Monetta Financial Services
Illinois
$760K +$856K +1,700 New
JCIA
613
Jackson Creek Investment Advisors
Colorado
$745K -$93.1K -185 -10%
SPC
614
Sigma Planning Corp
Michigan
$740K +$205K +407 +33%
CFG
615
Cooper Financial Group
California
$729K +$401K +796 +95%
FMAEN1
616
Fund Management at Engine No 1
California
$727K +$55.9K +111 +7%
Holocene Advisors
617
Holocene Advisors
New York
$727K +$819K +1,626 New
NSIM
618
North Star Investment Management
Illinois
$717K
FFM
619
Forum Financial Management
Illinois
$716K -$5.54K -11 -0.7%
OIA
620
OneDigital Investment Advisors
Kansas
$716K +$10.6K +21 +1%
SACTSONJ
621
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$715K
CM
622
CastleKnight Management
New York
$715K +$805K +1,600 New
Simplex Trading
623
Simplex Trading
Illinois
$710K -$1.38M -2,747 -63%
SC
624
Shearwater Capital
Colorado
$710K +$1.01K +2 +0.1%
MNBTD
625
Moody National Bank Trust Division
Texas
$706K