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Name Holding Trade Value Shares
Change
Change in
Stake
FGP
151
Freestone Grove Partners
California
$732K +$729K +2,567 New
KK
152
KLP Kapitalforvaltning
Norway
$713K
QEI
153
QSV Equity Investors
Illinois
$696K -$340K -1,198 -33%
CWP
154
Curated Wealth Partners
California
$690K +$137K +482 +25%
SSWM
155
Sheets Smith Wealth Management
North Carolina
$683K +$284 +1 +0%
SC
156
SummitTX Capital
Texas
$666K -$21K -74 -3%
LCM
157
Legato Capital Management
California
$654K +$652K +2,295 New
OIA
158
OneDigital Investment Advisors
Kansas
$622K -$2.84K -10 -0.5%
NA
159
NewEdge Advisors
Louisiana
$610K +$27.6K +97 +5%
EWA
160
Exencial Wealth Advisors
Oklahoma
$609K +$5.11K +18 +0.8%
M&T Bank
161
M&T Bank
New York
$597K +$319K +1,123 +116%
LPL Financial
162
LPL Financial
California
$587K -$5.97K -21 -1%
VIM
163
Vancity Investment Management
British Columbia, Canada
$583K +$99.7K +351 +21%
SA
164
Sanctuary Advisors
Indiana
$549K -$83K -292 -13%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$546K
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$537K -$120K -423 -18%
ICP
167
Impact Capital Partners
Colorado
$517K -$85.5K -301 -14%
Luther King Capital Management (LKCM)
168
Luther King Capital Management (LKCM)
Texas
$499K -$835K -2,940 -63%
I
169
InceptionR
California
$495K +$494K +1,738 New
MSRPS
170
Maryland State Retirement & Pension System
Maryland
$494K +$11.1K +39 +2%
CIA
171
Concurrent Investment Advisors
Florida
$485K +$483K +1,700 New
JF
172
Jump Financial
Illinois
$477K +$476K +1,675 New
II
173
Inspire Investing
Idaho
$465K +$29K +102 +7%
AWM
174
Apollon Wealth Management
South Carolina
$430K +$1.14K +4 +0.3%
WB
175
WesBanco Bank
West Virginia
$425K