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Name Holding Trade Value Shares
Change
Change in
Stake
AF
701
Allworth Financial
California
$275K +$37.3K +354 +14%
PCIA
702
Prime Capital Investment Advisors
Kansas
$275K +$298K +2,822 New
SMA
703
Sage Mountain Advisors
Georgia
$273K +$34.8K +330 +13%
BAM
704
Berkshire Asset Management
Pennsylvania
$271K – – –
MFIM
705
Mesirow Financial Investment Management
Illinois
$268K +$8.65K +82 +3%
PFBT
706
Parkside Financial Bank & Trust
Missouri
$267K +$17.6K +167 +6%
AA
707
Alta Advisers
United Kingdom
$265K +$287K +2,722 New
RPWA
708
Regent Peak Wealth Advisors
Georgia
$263K -$3.16K -30 -1%
QIM
709
Quantitative Investment Management
Virginia
$263K -$291K -2,758 -51%
AIP
710
Arrowpoint Investment Partners
Singapore
$263K +$285K +2,700 New
TPCW
711
TD Private Client Wealth
New York
$260K +$6.22K +59 +2%
DWM
712
Drive Wealth Management
Utah
$259K -$17.8K -169 -6%
DFCM
713
Dark Forest Capital Management
Puerto Rico
$258K +$280K +2,652 New
APWM
714
Argonautica Private Wealth Management
Massachusetts
$256K -$12.7K -120 -4%
TCOO
715
Trust Company of Oklahoma
Oklahoma
$256K – – –
NIA
716
NIA Impact Advisors
California
$256K – – –
HGWM
717
Horst & Graben Wealth Management
Oregon
$256K +$4.22K +40 +2%
JMFC
718
J.M. Forbes & Co
Massachusetts
$255K -$21.1K -200 -7%
DBRC
719
D.B. Root & Company
Pennsylvania
$253K +$1.48K +14 +0.5%
RB
720
Renasant Bank
Mississippi
$253K +$54.2K +514 +25%
LC
721
Lindbrook Capital
California
$252K +$4.43K +42 +2%
JCM
722
J2 Capital Management
Michigan
$248K -$264K -2,499 -50%
KP
723
Keel Point
Alabama
$248K +$40.9K +388 +18%
PCM
724
Penserra Capital Management
California
$247K -$128K -1,213 -32%
PWS
725
Proactive Wealth Strategies
Georgia
$247K -$4.11K -39 -2%