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Name Holding Trade Value Shares
Change
Change in
Stake
IAP
626
Indie Asset Partners
Indiana
$206K – – –
KFS
627
Keynote Financial Services
Connecticut
$206K +$186K +9,988 New
PW
628
Paladin Wealth
Minnesota
$205K +$185K +9,931 New
FMC
629
First Merchants Corp
Indiana
$204K +$184K +9,894 New
WG
630
Winton Group
United Kingdom
$201K -$11.8M -631,539 -98%
OWA
631
Octavia Wealth Advisors
Ohio
$201K +$181K +9,746 New
EWA
632
EverSource Wealth Advisors
Alabama
$201K +$89.8K +4,823 +98%
LAM
633
Longboard Asset Management
Arizona
$200K +$181K +9,710 New
TF
634
Tudor Financial
Ohio
$200K +$180K +9,690 New
SIC
635
SJS Investment Consulting
Ohio
$190K +$25.3K +1,358 +17%
VanEck Associates
636
VanEck Associates
New York
$187K +$35.8K +1,925 +27%
BBHC
637
Brown Brothers Harriman & Co
New York
$184K -$38.9K -2,090 -19%
AIP
638
Ameritas Investment Partners
Nebraska
$175K – – –
SAG
639
SageView Advisory Group
California
$175K +$158K +8,479 New
AF
640
Allworth Financial
California
$166K +$60.9K +3,273 +68%
KB
641
Kimelman & Baird
New York
$165K – – –
QL
642
Quarry LP
New York
$157K +$93 +5 +0.1%
GAM
643
Generali Asset Management
Italy
$145K – – –
PWS
644
Peterson Wealth Services
Utah
$137K +$88.4K +4,749 +250%
BWL
645
Bogart Wealth LLC
Virginia
$134K -$109K -5,835 -47%
PA
646
Parallel Advisors
California
$134K +$2.01K +108 +2%
TCM
647
Triumph Capital Management
Colorado
$129K +$116K +6,242 New
Optiver Holding
648
Optiver Holding
Netherlands
$128K +$115K +6,180 New
BWA
649
Basecamp Wealth Advisors
Washington
$120K +$109K +5,838 New
SSG
650
Summit Securities Group
New York
$113K -$86.1K -4,626 -46%