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Name Holding Trade Value Shares
Change
Change in
Stake
FFN
326
Focus Financial Network
Minnesota
$361K +$322K +3,346 New
PWM
327
Purus Wealth Management
California
$353K
NFG
328
Nations Financial Group
Iowa
$353K +$315K +3,269 New
NCM
329
Noesis Capital Mangement
Florida
$351K
TCM
330
Teza Capital Management
Illinois
$350K +$39.3K +408 +14%
PRC
331
Pearl River Capital
Michigan
$350K +$312K +3,237 New
ECM
332
ExodusPoint Capital Management
New York
$339K -$1.54M -15,975 -84%
PWC
333
PYA Waltman Capital
Tennessee
$337K
GAM
334
Gotham Asset Management
New York
$331K -$401K -4,157 -58%
WF
335
Welch & Forbes
Massachusetts
$329K
CBT
336
Central Bank & Trust
Kentucky
$325K -$77K -799 -21%
LSA
337
Leonteq Securities AG
Switzerland
$320K -$550K -5,703 -66%
UB
338
UMB Bank
Missouri
$314K -$21.3K -221 -7%
FC
339
Financial Council
Maryland
$314K
MWC
340
MBM Wealth Consultants
Missouri
$313K -$23.7K -246 -8%
HWAM
341
Hennion & Walsh Asset Management
New Jersey
$312K -$5.97K -62 -2%
SS
342
Simplicity Solutions
Minnesota
$309K +$276K +2,861 New
CIA
343
Choate Investment Advisors
Massachusetts
$307K +$1.06K +11 +0.4%
KeyBank National Association
344
KeyBank National Association
Ohio
$303K +$270K +2,806 New
BDFN
345
Bond & Devick Financial Network
Minnesota
$302K
KAS
346
Kestra Advisory Services
Texas
$284K -$72.5K -752 -22%
FB
347
Fulton Bank
Pennsylvania
$283K +$252K +2,619 New
Wolverine Trading
348
Wolverine Trading
Illinois
$279K +$248K +2,571 New
CTC
349
Central Trust Company
Missouri
$275K
SWRP
350
Summit Wealth & Retirement Planning
California
$267K -$26K -270 -10%