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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
801
Clarius Group LLC
Washington
$293K -$7.56K -13 -2%
FW
802
FullCircle Wealth
Texas
$291K +$8.14K +14 +3%
AG
803
Ascent Group
Virginia
$288K +$296K +509 New
RAM
804
Ramirez Asset Management
New York
$288K
WS
805
Wedbush Securities
California
$287K -$14.5K -25 -5%
TNA
806
True North Advisors
Texas
$287K
PSP
807
Principal Street Partners
Tennessee
$287K +$21.5K +37 +8%
WA
808
Waverly Advisors
Alabama
$282K +$92.4K +159 +47%
Walleye Capital
809
Walleye Capital
New York
$280K +$159K +273 +123%
BWP
810
Baldwin Wealth Partners
Massachusetts
$277K -$5.8M -9,986 -95%
AWM
811
Angeles Wealth Management
California
$276K -$2.33K -4 -0.8%
PGCM
812
Prescott Group Capital Management
Oklahoma
$275K +$59.9K +103 +27%
GKFF
813
George Kaiser Family Foundation
Oklahoma
$275K +$283K +487 New
IUHSA
814
Itau Unibanco Holding S.A.
Brazil
$272K +$280K +481 New
VI
815
Versor Investments
New York
$271K -$1.22M -2,098 -81%
CPIG
816
Chicago Partners Investment Group
Illinois
$270K -$97.7K -168 -26%
IAA
817
Independent Advisor Alliance
North Carolina
$270K -$84.9K -146 -23%
BJL
818
Brighton Jones LLC
Washington
$269K +$276K +475 New
ECM
819
Evergreen Capital Management
Washington
$267K +$20.3K +35 +8%
SWP
820
Sagespring Wealth Partners
Tennessee
$267K +$19.8K +34 +8%
HCPC
821
Hamilton Capital Partners (Canada)
$266K
CFGW
822
Chancellor Financial Group WB
Pennsylvania
$264K
FFA
823
Founders Financial Alliance
North Carolina
$261K +$269K +462 New
CI
824
Conning Inc
Connecticut
$260K
CIA
825
Concurrent Investment Advisors
Florida
$259K -$15.1K -26 -5%