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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
276
Wealthspire Advisors (New York)
New York
$486K +$1.62K +14 +0.3%
US Bancorp
277
US Bancorp
Minnesota
$486K -$3.47K -30 -0.7%
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$485K +$6.82K +59 +1%
DC
279
Davenport & Co
Virginia
$482K +$515K +4,453 New
MWPCG
280
Measured Wealth Private Client Group
New Hampshire
$469K +$136K +1,176 +37%
ADIM
281
Alpha DNA Investment Management
Maryland
$458K +$489K +4,231 New
WPC
282
White Pine Capital
Minnesota
$442K -$578 -5 -0.1%
PI
283
PEAK6 Investments
Illinois
$441K +$471K +4,076 New
JCIA
284
Jackson Creek Investment Advisors
Colorado
$431K -$113K -975 -20%
ACM
285
Aquatic Capital Management
Illinois
$422K +$451K +3,900 New
AUB
286
Atlantic Union Bankshares
Virginia
$411K
AF
287
Advisornet Financial
Minnesota
$404K -$2.78K -24 -0.6%
ASN
288
Advisory Services Network
Georgia
$399K +$427K +3,690 New
CCM
289
Coldstream Capital Management
Washington
$391K -$231 -2 -0.1%
BC
290
Bowman & Company
Wisconsin
$391K +$1.39K +12 +0.3%
RFA
291
Register Financial Advisors
Georgia
$386K +$58.5K +506 +17%
MSWM
292
McGlone Suttner Wealth Management
Wisconsin
$384K -$87.1K -753 -18%
BC
293
Bridgefront Capital
Texas
$382K +$409K +3,533 New
TFS
294
Thoroughbred Financial Services
Tennessee
$382K +$132K +1,143 +48%
ACI
295
Alpha Cubed Investments
California
$379K
CCC
296
Chesapeake Capital Corp
Florida
$375K -$425K -3,671 -51%
CS
297
Candriam SCA
Luxembourg
$374K +$39.1K +338 +11%
UCI
298
Uncommon Cents Investing
Wisconsin
$373K +$62.5K +540 +19%
CC
299
Callan Capital
California
$373K +$7.98K +69 +2%
NP
300
NorthRock Partners
Minnesota
$358K +$2.78K +24 +0.7%