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Name Holding Trade Value Shares
Change
Change in
Stake
ABC
401
Associated Banc-Corp
Wisconsin
$294K – – –
SCM
402
Southport Capital Management
Tennessee
$293K -$346K -5,661 -56%
BF
403
BOK Financial
Oklahoma
$292K +$275K +4,502 New
PCM
404
Prelude Capital Management
New York
$288K +$272K +4,442 New
TC
405
Tacita Capital
Ontario, Canada
$287K – – –
SIP
406
Stoneridge Investment Partners
Pennsylvania
$285K – – –
HCM
407
Howland Capital Management
Massachusetts
$283K – – –
BCP
408
Berkeley Capital Partners
Georgia
$282K +$1.83K +30 +0.7%
MPPW
409
Mitchell & Pahl Private Wealth
Oklahoma
$278K +$10.5K +171 +4%
BCM
410
Bayesian Capital Management
New York
$273K +$257K +4,206 New
BCI
411
Brinker Capital Investments
Pennsylvania
$267K – – –
CWM
412
Cadence Wealth Management
Massachusetts
$267K +$24.6K +403 +11%
AWM
413
Altium Wealth Management
New York
$266K – – –
ACS
414
Archford Capital Strategies
Illinois
$263K -$1.59K -26 -0.6%
AP
415
Advisor Partners
California
$263K +$248K +4,059 New
IIC
416
Integrated Investment Consultants
Michigan
$262K +$2.32K +38 +1%
RFO
417
RiverGlades Family Offices
Florida
$259K – – –
DI
418
Diligent Investors
California
$257K – – –
FHC
419
First Heartland Consultants
Missouri
$256K – – –
SF
420
Synovus Financial
Georgia
$255K – – –
SG
421
StoneX Group
New York
$248K +$13.3K +217 +6%
RGC
422
Roberts, Glore & Co
Illinois
$243K – – –
SCM
423
Shapiro Capital Management
Georgia
$236K – – –
SKK
424
Shepherd Kaplan Krochuk
Massachusetts
$233K -$12.2K -200 -5%
VWA
425
V Wealth Advisors
Kansas
$230K – – –