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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
326
Founders Financial Alliance
North Carolina
$226K
SFI
327
Susquehanna Fundamental Investments
Pennsylvania
$225K +$221K +1,010 New
WTFG
328
Wells Trecaso Financial Group
Ohio
$222K -$2.19K -10 -1%
CAM
329
Columbia Asset Management
Michigan
$222K
FSC
330
Full Sail Capital
Oklahoma
$222K
NSAM
331
North Star Asset Management
Wisconsin
$222K
SAF
332
Smith Anglin Financial
Texas
$216K +$219 +1 +0.1%
BOS
333
Bank of Stockton
California
$208K -$2.63K -12 -1%
CA
334
Cambridge Advisors
Nebraska
$208K
XT
335
XTX Topco
Cayman Islands
$200K -$250K -1,140 -56%
CG
336
Caprock Group
Idaho
$200K -$2.19K -10 -1%
KIA
337
KCM Investment Advisors
California
$200K
APA
338
American Portfolios Advisors
New York
$182K -$1.75K -8 -1%
BAM
339
Belpointe Asset Management
Nevada
$171K +$4.16K +19 +3%
QT
340
Quantbot Technologies
New York
$169K +$167K +762 New
IA
341
IFP Advisors
Florida
$154K -$876 -4 -0.6%
GWM
342
Geneos Wealth Management
Colorado
$143K
SPIA
343
Steward Partners Investment Advisory
New York
$137K -$290K -1,326 -68%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$137K -$12.3K -56 -8%
TFM
345
TFC Financial Management
Massachusetts
$133K
PAM
346
Panagora Asset Management
Massachusetts
$130K +$3.72K +17 +3%
FPS
347
Fieldpoint Private Securities
Connecticut
$129K +$1.09K +5 +0.8%
BDWM
348
Brewin Dolphin Wealth Management
Ireland
$111K
KLWA
349
Kelly Lawrence W & Associates
California
$111K
SSB
350
Sandy Spring Bank
Maryland
$109K +$93.5K +427 +657%