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Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
351
Yorktown Management & Research Company
Virginia
$565K
LIP
352
Liontrust Investment Partners
United Kingdom
$564K -$9.31K -31 -2%
SAM
353
Securian Asset Management
Minnesota
$563K -$54.6K -182 -9%
SPIA
354
Steward Partners Investment Advisory
New York
$560K -$204K -680 -28%
IFG
355
Independent Financial Group
California
$551K +$152K +506 +41%
BW
356
Blalock Williams
Alabama
$548K +$9.91K +33 +2%
SA
357
Sanctuary Advisors
Indiana
$545K +$124K +412 +31%
PIA
358
Prakash Investment Advisors
Massachusetts
$533K
GCM
359
Graham Capital Management
Connecticut
$519K +$167K +555 +50%
JIC
360
Johnson Investment Counsel
Ohio
$517K +$44.1K +147 +10%
Vontobel Holding
361
Vontobel Holding
Switzerland
$509K +$33.6K +112 +7%
LSA
362
Leonteq Securities AG
Switzerland
$504K +$122K +407 +34%
AC
363
Annandale Capital
Texas
$502K +$480K +1,600 New
BJL
364
Brighton Jones LLC
Washington
$489K +$468K +1,559 New
CW
365
CreativeOne Wealth
Kansas
$465K -$699K -2,328 -61%
EC
366
Enhancing Capital
Pennsylvania
$465K -$300 -1 -0.1%
VFA
367
Voya Financial Advisors
Connecticut
$460K -$6.61K -22 -1%
Allspring Global Investments
368
Allspring Global Investments
North Carolina
$458K -$949K -3,161 -69%
OAC
369
OMERS Administration Corp
Ontario, Canada
$455K -$1.39M -4,624 -76%
SF
370
Synovus Financial
Georgia
$453K -$362K -1,207 -46%
CL
371
Choreo LLC
Illinois
$452K +$433K +1,441 New
CCM
372
Coldstream Capital Management
Washington
$452K -$33.9K -113 -7%
GFPC
373
Global Financial Private Client
Florida
$445K +$410K +1,364 +2,526%
CCA
374
Catalyst Capital Advisors
New York
$433K
EP
375
Essential Partners
California
$429K +$410K +1,366 New