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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
351
Baker Tilly Wealth Management
Wisconsin
$683K -$140K -2,206 -17%
BAMF
352
BI Asset Management Fondsmaeglerselskab
Denmark
$674K
HTI
353
Hikari Tsushin Inc
Japan
$667K
AWS
354
Atria Wealth Solutions
New York
$648K +$95.1K +1,503 +17%
DWM
355
Dorchester Wealth Management
Quebec, Canada
$648K
CS
356
Candriam SCA
Luxembourg
$644K -$273K -4,321 -29%
IB
357
Intrust Bank
Kansas
$642K -$33.8K -534 -5%
SMC
358
Smith, Moore & Co
Missouri
$639K +$101K +1,600 +18%
UCI
359
Uncommon Cents Investing
Wisconsin
$636K -$7.28K -115 -1%
MC
360
Matisse Capital
Oregon
$633K
DCM
361
Driehaus Capital Management
Illinois
$630K +$97.9K +1,548 +18%
MA
362
MONECO Advisors
Connecticut
$621K -$13.9K -219 -2%
SC
363
Saturna Capital
Washington
$618K
MPM
364
MBB Public Markets
Illinois
$608K -$42.8K -676 -6%
IAA
365
Ironsides Asset Advisors
North Carolina
$596K -$11.4K -180 -2%
PGAM
366
Princeton Global Asset Management
New Jersey
$592K -$1.39K -22 -0.2%
S
367
SignatureFD
Georgia
$592K +$182K +2,870 +43%
Cetera Investment Advisers
368
Cetera Investment Advisers
Illinois
$582K +$70.6K +1,116 +13%
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$579K +$593K +9,372 New
CI
370
Cigna Investments
Connecticut
$578K -$6.01K -95 -1%
PWG
371
Portside Wealth Group
Utah
$577K -$19K -301 -3%
NL
372
NWAM LLC
Washington
$570K +$124K +1,954 +27%
Credit Agricole
373
Credit Agricole
France
$569K +$519K +8,204 +808%
Vanguard Personalized Indexing Management
374
Vanguard Personalized Indexing Management
California
$568K +$130K +2,056 +29%
HIMCH
375
Hartford Investment Management Co (HIMCO)
Connecticut
$553K -$31.3K -495 -5%