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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
401
Ayalon Insurance Company
Israel
$795K -$74K -860 -8%
BW
402
Basepoint Wealth
Iowa
$793K +$39.7K +462 +5%
AWS
403
Atria Wealth Solutions
New York
$787K +$809K +9,406 New
CWMU
404
Caliber Wealth Management (Utah)
Utah
$782K +$95.9K +1,115 +13%
YIH
405
Y-Intercept (HK)
Hong Kong
$782K -$3.05M -35,424 -79%
BTWM
406
Baker Tilly Wealth Management
Wisconsin
$775K +$62.5K +726 +8%
YCM
407
Yousif Capital Management
Michigan
$770K +$42.1K +490 +6%
BPC
408
Banque Pictet & Cie
Switzerland
$769K -$2.13M -24,705 -73%
DGAM
409
Desjardins Global Asset Management
Quebec, Canada
$754K +$77.8K +905 +11%
IAA
410
Ironsides Asset Advisors
North Carolina
$753K – – –
IAA
411
Independent Advisor Alliance
North Carolina
$724K +$4.64K +54 +0.6%
PCM
412
Pinnbrook Capital Management
New York
$711K +$733K +8,522 New
BS
413
Banco Santander
Spain
$702K +$8.17K +95 +1%
BAMF
414
BI Asset Management Fondsmaeglerselskab
Denmark
$696K -$15M -173,948 -95%
Truist Financial
415
Truist Financial
North Carolina
$693K -$344 -4 -0%
SMC
416
Smith, Moore & Co
Missouri
$692K -$10.8K -125 -1%
CL
417
CPWM LLC
Washington
$686K -$123K -1,435 -15%
CC
418
Cannell & Co
New York
$681K -$8.17M -94,935 -92%
PCM
419
Prelude Capital Management
New York
$676K +$94.2K +1,095 +16%
OPPTF
420
OPSEU Pension Plan Trust Fund
Ontario, Canada
$667K -$29.3K -341 -4%
GIBU
421
Gulf International Bank (UK)
United Kingdom
$659K -$28.2K -328 -4%
MAA
422
Mraz Amerine & Associates
California
$653K +$106K +1,238 +19%
MIM
423
Marco Investment Management
Georgia
$650K -$110K -1,280 -14%
VWM
424
Venturi Wealth Management
Texas
$642K -$860 -10 -0.1%
JSL
425
JT Stratford LLC
Georgia
$635K -$73.4K -853 -10%