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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
351
Sound View Wealth Advisors Group
Georgia
$774K +$808K +10,474 New
UCI
352
Uncommon Cents Investing
Wisconsin
$773K +$6.56K +85 +0.8%
LHC
353
Little House Capital
Massachusetts
$772K +$807K +10,452 New
BAMF
354
BI Asset Management Fondsmaeglerselskab
Denmark
$766K -$3.72M -48,268 -82%
MC
355
Matisse Capital
Oregon
$757K +$791K +10,256 New
ASN
356
Advisory Services Network
Georgia
$747K -$243K -3,148 -24%
Balyasny Asset Management
357
Balyasny Asset Management
Illinois
$739K -$6.24M -80,893 -89%
AFM
358
Anson Funds Management
Texas
$739K – – –
IAA
359
Ironsides Asset Advisors
North Carolina
$726K +$42.4K +550 +6%
NA
360
NewEdge Advisors
Louisiana
$722K -$93.2K -1,208 -11%
AAS
361
Avantax Advisory Services
Texas
$721K +$255K +3,299 +51%
CI
362
Cigna Investments
Connecticut
$716K -$46.5K -603 -6%
LFAS
363
Level Four Advisory Services
Texas
$708K +$32K +415 +5%
AWS
364
Atria Wealth Solutions
New York
$699K -$45.5K -590 -6%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$693K +$24.2K +313 +3%
DC
366
Davenport & Co
Virginia
$658K -$14.6K -189 -2%
MA
367
MONECO Advisors
Connecticut
$658K +$111K +1,433 +19%
BPC
368
Banque Pictet & Cie
Switzerland
$652K -$43.1K -559 -6%
ZIG
369
Zuckerman Investment Group
Illinois
$647K – – –
YCM
370
Yousif Capital Management
Michigan
$645K -$39K -505 -5%
LOAMS
371
Lombard Odier Asset Management (Switzerland)
Switzerland
$644K – – –
GT
372
Glenmede Trust
Pennsylvania
$642K -$70.7K -916 -10%
SMC
373
Smith, Moore & Co
Missouri
$640K +$29.9K +387 +5%
MPM
374
MBB Public Markets
Illinois
$636K -$345K -4,466 -34%
Prudential Financial
375
Prudential Financial
New Jersey
$629K +$19.1K +247 +3%