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Name Holding Trade Value Shares
Change
Change in
Stake
FMI
601
F/M Investments
District of Columbia
$534K +$87.4K +1,639 +13%
Lido Advisors
602
Lido Advisors
California
$524K +$590K +11,075 New
CG
603
Caprock Group
Idaho
$523K +$9.38K +176 +2%
CCMIC
604
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$521K – – –
HAG
605
HighPoint Advisor Group
Illinois
$520K +$584K +10,961 New
EH
606
Equitable Holdings
New York
$515K -$48.1K -903 -8%
KCM
607
Kathmere Capital Management
Pennsylvania
$515K -$47.7K -895 -8%
NSIM
608
North Star Investment Management
Illinois
$514K +$2.29K +43 +0.4%
LSAG
609
Lake Street Advisors Group
New Hampshire
$513K -$52K -976 -8%
CM
610
Columbus Macro
Pennsylvania
$513K +$578K +10,848 New
MPWT
611
MassMutual Private Wealth & Trust
Connecticut
$512K -$174K -3,257 -23%
DCM
612
DGS Capital Management
New Jersey
$508K -$56.5K -1,061 -9%
RPWA
613
Regent Peak Wealth Advisors
Georgia
$507K +$14.7K +275 +3%
SB
614
Sunflower Bank
Texas
$504K -$746 -14 -0.1%
BRWA
615
B. Riley Wealth Advisors
Florida
$504K +$171K +3,213 +43%
BSW
616
Buckingham Strategic Wealth
Missouri
$503K +$44.7K +839 +9%
SCM
617
Spreng Capital Management
Ohio
$496K +$3.2K +60 +0.6%
CFG
618
Citizens Financial Group
Rhode Island
$494K -$90.7K -1,702 -14%
TI
619
Trexquant Investment
Connecticut
$491K -$11.1M -208,637 -95%
FIM
620
Fruth Investment Management
Texas
$490K – – –
DT
621
Diversified Trust
Tennessee
$488K +$169K +3,170 +44%
SS
622
Simplicity Solutions
Minnesota
$488K +$329K +6,175 +150%
RIM
623
Regent Investment Management
Kentucky
$487K – – –
BFEC
624
Benjamin F. Edwards & Company
Missouri
$484K +$4.74K +89 +0.9%
LRPA
625
L. Roy Papp & Associates
Arizona
$481K – – –