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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
826
Concourse Financial Group Securities
Alabama
$353K +$30.5K +790 +11%
Carson Wealth (CWM LLC)
827
Carson Wealth (CWM LLC)
Nebraska
$353K +$316K +8,200 New
BFPW
828
BOK Financial Private Wealth
Colorado
$352K +$66K +1,710 +26%
Walleye Capital
829
Walleye Capital
New York
$351K -$2.82M -73,120 -90%
PVH
830
Psagot Value Holdings
Israel
$349K
SI
831
Shaker Investments
Ohio
$348K
EWM
832
Evercore Wealth Management
New York
$347K
CAIMH
833
Central Asset Investments & Management Holdings
Hong Kong
$346K
BDF
834
Balasa Dinverno & Foltz
$346K +$7.33K +190 +2%
VBCG
835
Valley Brook Capital Group
Pennsylvania
$344K
LJAC
836
L.J. Altfest & Co
New York
$340K -$20.1K -520 -6%
QT
837
Quantamental Technologies
New York
$340K +$305K +7,900 New
MCA
838
MSH Capital Advisors
Arizona
$330K +$296K +7,680 New
SC
839
Savant Capital
Illinois
$330K +$22K +570 +8%
OFS
840
OneAscent Financial Services
Alabama
$328K +$294K +7,630 New
FP
841
Foundry Partners
Minnesota
$326K -$89.1K -2,310 -23%
VFA
842
Values First Advisors
Tennessee
$325K +$292K +7,560 New
LCC
843
Lincoln Capital Corp
Rhode Island
$324K +$23.5K +610 +9%
SICM
844
Sustainable Insight Capital Management
New York
$324K +$291K +7,530 New
MAM
845
McLean Asset Management
Virginia
$323K
MYIA
846
Mount Yale Investment Advisors
Colorado
$322K -$21.2K -550 -7%
CBT
847
Central Bank & Trust
Kentucky
$319K +$71.4K +1,850 +33%
IC
848
Intersect Capital
California
$315K +$282K +7,320 New
GA
849
GraniteShares Advisors
New York
$314K +$282K +7,310 New
BAM
850
Berkshire Asset Management
Pennsylvania
$312K