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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
301
White Pine Capital
Minnesota
$509K
RFA
302
Register Financial Advisors
Georgia
$506K -$37.4K -291 -7%
US Bancorp
303
US Bancorp
Minnesota
$503K +$25.2K +196 +5%
CI
304
Corient IA
Florida
$503K
KeyBank National Association
305
KeyBank National Association
Ohio
$500K +$92.6K +720 +22%
M1FG
306
Mach-1 Financial Group
Arkansas
$497K +$509K +3,960 New
AC
307
AlphaCore Capital
California
$495K +$150K +1,163 +42%
IPW
308
Impact Partnership Wealth
Georgia
$490K +$502K +3,901 New
BC
309
Bowman & Company
Wisconsin
$485K +$45.1K +351 +10%
BMCM
310
Burns Matteson Capital Management
New York
$475K +$17.1K +133 +4%
SC
311
Savant Capital
Illinois
$455K +$46.2K +359 +11%
OAM
312
Oppenheimer Asset Management
New York
$453K +$464K +3,606 New
SC
313
Syon Capital
California
$446K -$101K -783 -18%
PWS
314
Precision Wealth Strategies
Missouri
$440K -$276K -2,142 -38%
ACI
315
Alpha Cubed Investments
California
$440K
AAS
316
Annex Advisory Services
Wisconsin
$436K +$446K +3,468 New
FC
317
FORA Capital
Florida
$430K -$157K -1,218 -26%
URS
318
Utah Retirement Systems
Utah
$425K
AA
319
ALPS Advisors
Colorado
$422K +$4.76K +37 +1%
GCM
320
Graham Capital Management
Connecticut
$421K +$181K +1,411 +73%
QCM
321
Qsemble Capital Management
New York
$412K -$3.14M -24,442 -88%
CI Investments Inc
322
CI Investments Inc
Ontario, Canada
$405K +$335K +2,606 +421%
HW
323
Hancock Whitney
Mississippi
$403K
CPIG
324
Chicago Partners Investment Group
Illinois
$395K -$125K -971 -27%
EWA
325
EP Wealth Advisors
California
$394K +$404K +3,140 New