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Name Holding Trade Value Shares
Change
Change in
Stake
LMAM
651
Legg Mason Asset Management
Japan
$647K -$32.5K -518 -5%
WTC
652
WhitTier Trust Company
Nevada
$644K -$47.6K -759 -7%
B
653
Barings
North Carolina
$638K -$51K -812 -7%
CG
654
Caprock Group
Idaho
$637K +$105K +1,670 +20%
SDAM
655
Shulman DeMeo Asset Management
New York
$635K +$638K +10,166 New
BRWM
656
B. Riley Wealth Management
Tennessee
$634K +$112K +1,783 +21%
FMWA
657
Forvis Mazars Wealth Advisors
Missouri
$634K +$636K +10,141 New
BS
658
Boenning & Scattergood
Pennsylvania
$627K
CF
659
Copperwynd Financial
Arizona
$620K +$622K +9,915 New
S
660
SignatureFD
Georgia
$618K -$30.6K -488 -5%
VCM
661
Virtue Capital Management
Tennessee
$617K -$68.2K -1,086 -10%
PA
662
Profund Advisors
Maryland
$617K -$16.5K -263 -3%
PFGIA
663
Patriot Financial Group Insurance Agency
Massachusetts
$613K +$17.5K +279 +3%
FTDI
664
First Trust Direct Indexing
Massachusetts
$612K -$3.26K -52 -0.5%
PFO
665
Pathstone Family Office
New Jersey
$611K -$747K -11,896 -55%
GC
666
Gilbert & Cook
Iowa
$609K +$30.8K +491 +5%
CAGAS
667
Capital Advisory Group Advisory Services
Minnesota
$609K +$32.1K +512 +6%
CL
668
CSS LLC
Illinois
$606K
KA
669
Kintegral Advisory
New York
$606K
TI
670
Tidal Investments
Wisconsin
$605K -$2.19M -34,943 -78%
SWM
671
SeaCrest Wealth Management
New York
$604K +$7.91K +126 +1%
ADL
672
Asset Dedication LLC
California
$601K -$11.5K -183 -2%
CS
673
Comerica Securities
Michigan
$592K +$15.9K +254 +3%
AIP
674
Ameritas Investment Partners
Nebraska
$589K -$27.4K -436 -4%
HH
675
Hilltop Holdings
Texas
$589K -$3.39K -54 -0.6%