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Name Holding Trade Value Shares
Change
Change in
Stake
SS
476
Simplicity Solutions
Minnesota
$448K +$210K +2,438 +83%
LG
477
Leuthold Group
Minnesota
$444K – – –
NSIM
478
North Star Investment Management
Illinois
$442K – – –
BAM
479
Belpointe Asset Management
Nevada
$439K -$500K -5,807 -52%
AP
480
Americana Partners
Texas
$435K +$81.6K +949 +22%
SPC
481
Sigma Planning Corp
Michigan
$431K +$6.71K +78 +2%
JWCA
482
J.W. Cole Advisors
Florida
$428K -$56.2K -653 -11%
JG
483
Jefferies Group
New York
$421K -$342K -3,970 -44%
CFB
484
Cullen/Frost Bankers
Texas
$418K -$78.5K -912 -15%
RHBC
485
R.H. Bluestein & Co
Michigan
$417K – – –
MHIC
486
Marble Harbor Investment Counsel
Massachusetts
$416K +$8.6K +100 +2%
MOS
487
MGO One Seven
Ohio
$415K +$946 +11 +0.2%
LGF
488
LGT Group Foundation
Liechtenstein
$410K -$49.5K -575 -10%
CAMG
489
CWA Asset Management Group
Florida
$406K +$2.15K +25 +0.5%
CIM
490
Confluence Investment Management
Missouri
$404K +$417K +4,851 New
ABC
491
Associated Banc-Corp
Wisconsin
$403K – – –
Walleye Capital
492
Walleye Capital
New York
$401K -$1.38M -16,090 -77%
PWM
493
Perigon Wealth Management
California
$401K -$122K -1,423 -23%
CWM
494
Cornerstone Wealth Management
Missouri
$398K +$38.4K +446 +10%
WWM
495
Western Wealth Management
Colorado
$397K +$96.3K +1,119 +31%
LNWWM
496
Laird Norton Wetherby Wealth Management
California
$392K +$66.8K +776 +20%
LSPW
497
Lake Street Private Wealth
Illinois
$380K -$23.4K -272 -6%
API
498
Advisor Partners II
California
$380K +$392K +4,558 New
SBIA
499
Sheaff Brock Investment Advisors
Indiana
$377K +$389K +4,519 New
HP
500
Hartree Partners
New York
$376K -$473K -5,500 -55%