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Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
476
Jackson Creek Investment Advisors
Colorado
$231K +$209K +2,758 New
PE
477
PCM Encore
Colorado
$229K +$207K +2,736 New
BPWM
478
Badgley Phelps Wealth Managers
Washington
$228K +$206K +2,722 New
RWM
479
Ritholtz Wealth Management
New York
$219K +$198K +2,615 New
PCIG
480
Partners Capital Investment Group
Massachusetts
$219K +$198K +2,613 New
WANY
481
Wealthspire Advisors (New York)
New York
$215K -$66K -873 -25%
VCA
482
Verdence Capital Advisors
Maryland
$214K +$193K +2,553 New
BC
483
Bayforest Capital
United Kingdom
$213K -$734K -9,698 -79%
SIA
484
Soltis Investment Advisors
Utah
$212K +$191K +2,528 New
CFO
485
Callan Family Office
Pennsylvania
$212K +$191K +2,526 New
OFG
486
OmniStar Financial Group
North Carolina
$210K +$190K +2,511 New
OL
487
Optas LLC
Texas
$210K +$189K +2,505 New
RC
488
RBF Capital
California
$209K +$189K +2,500 New
FWP
489
Family Wealth Partners
North Carolina
$209K +$189K +2,497 New
Susquehanna International Group
490
Susquehanna International Group
Pennsylvania
$209K +$189K +2,497 New
SWP
491
Sagespring Wealth Partners
Tennessee
$206K +$186K +2,465 New
CL
492
Choreo LLC
Illinois
$206K -$41.5K -549 -18%
PAA
493
Peregrine Asset Advisers
Oregon
$205K +$185K +2,443 New
CCM
494
Cohen Capital Management
California
$204K +$184K +2,434 New
SCM
495
Stonebridge Capital Management
California
$201K +$182K +2,400 New
DekaBank Deutsche Girozentrale
496
DekaBank Deutsche Girozentrale
Germany
$178K – – –
UB
497
UMB Bank
Missouri
$177K +$6.58K +87 +4%
BCWM
498
Bartlett & Co Wealth Management
Ohio
$156K – – –
TWD
499
True Wealth Design
Ohio
$146K +$56.8K +751 +75%
CFB
500
Cullen/Frost Bankers
Texas
$144K +$111K +1,471 +588%