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Name Holding Trade Value Shares
Change
Change in
Stake
BW
401
Basepoint Wealth
Iowa
$793K +$39.7K +462 +5%
AWS
402
Atria Wealth Solutions
New York
$787K +$809K +9,406 New
CWMU
403
Caliber Wealth Management (Utah)
Utah
$782K +$95.9K +1,115 +13%
YIH
404
Y-Intercept (HK)
Hong Kong
$782K -$3.05M -35,424 -79%
BTWM
405
Baker Tilly Wealth Management
Wisconsin
$775K +$62.5K +726 +8%
YCM
406
Yousif Capital Management
Michigan
$770K +$42.1K +490 +6%
BPC
407
Banque Pictet & Cie
Switzerland
$769K -$2.13M -24,705 -73%
DGAM
408
Desjardins Global Asset Management
Quebec, Canada
$754K +$77.8K +905 +11%
IAA
409
Ironsides Asset Advisors
North Carolina
$753K
IAA
410
Independent Advisor Alliance
North Carolina
$724K +$4.64K +54 +0.6%
PCM
411
Pinnbrook Capital Management
New York
$711K +$733K +8,522 New
BS
412
Banco Santander
Spain
$702K +$8.17K +95 +1%
BAMF
413
BI Asset Management Fondsmaeglerselskab
Denmark
$696K -$15M -173,948 -95%
Truist Financial
414
Truist Financial
North Carolina
$693K -$344 -4 -0%
SMC
415
Smith, Moore & Co
Missouri
$692K -$10.8K -125 -1%
CL
416
CPWM LLC
Washington
$686K -$123K -1,435 -15%
CC
417
Cannell & Co
New York
$681K -$8.17M -94,935 -92%
PCM
418
Prelude Capital Management
New York
$676K +$94.2K +1,095 +16%
OPPTF
419
OPSEU Pension Plan Trust Fund
Ontario, Canada
$667K -$29.3K -341 -4%
GIBU
420
Gulf International Bank (UK)
United Kingdom
$659K -$28.2K -328 -4%
MAA
421
Mraz Amerine & Associates
California
$653K +$106K +1,238 +19%
MIM
422
Marco Investment Management
Georgia
$650K -$110K -1,280 -14%
VWM
423
Venturi Wealth Management
Texas
$642K -$860 -10 -0.1%
JSL
424
JT Stratford LLC
Georgia
$635K -$73.4K -853 -10%
VC
425
Veracity Capital
Georgia
$632K -$620K -7,212 -49%