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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Summit Asset Management
Tennessee
$232K
MG
527
Meritage Group
California
$229K +$22.8K +278 +9%
MAM
528
Meeder Asset Management
Ohio
$227K
TFS
529
Thoroughbred Financial Services
Tennessee
$227K +$263K +3,213 New
SBIA
530
Sheaff Brock Investment Advisors
Indiana
$227K
SG
531
StoneX Group
New York
$226K +$262K +3,202 New
BCM
532
Brookstone Capital Management
Illinois
$225K +$30.8K +376 +12%
PA
533
Profund Advisors
Maryland
$224K -$66.1K -807 -20%
LBC
534
Lowe Brockenbrough & Co
Virginia
$223K
Balyasny Asset Management
535
Balyasny Asset Management
Illinois
$222K -$24M -292,910 -99%
BFM
536
Boston Financial Management
Massachusetts
$222K
AUB
537
Atlantic Union Bankshares
Virginia
$222K
AIMCA
538
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$219K
CF
539
Centaurus Financial
California
$218K +$252K +3,080 New
DWA
540
Douglass Winthrop Advisors
New York
$218K
WWC
541
Waypoint Wealth Counsel
Georgia
$215K -$37.7K -460 -13%
PCC
542
Park Circle Company
Maryland
$212K
FPWM
543
FSB Premier Wealth Management
Iowa
$211K +$25.9K +316 +12%
LRIA
544
Leonard Rickey Investment Advisors
Washington
$211K +$22.4K +274 +10%
FNBT
545
FineMark National Bank & Trust
Florida
$210K -$40.9K -500 -14%
FSA
546
Franklin Street Advisors
North Carolina
$209K
GT
547
Glenview Trust
Kentucky
$207K -$4.09K -50 -2%
WPW
548
Waldron Private Wealth
Pennsylvania
$204K -$4.67K -57 -2%
Vontobel Holding
549
Vontobel Holding
Switzerland
$204K
FFM
550
Forum Financial Management
Illinois
$204K