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Name Holding Trade Value Shares
Change
Change in
Stake
BP
501
BBR Partners
New York
$377K +$58 +4 +0%
PDL
502
Portfolio Design Labs
California
$374K -$509K -34,909 -58%
WAG
503
Wallace Advisory Group
California
$374K -$84.7K -5,806 -18%
QL
504
Quarry LP
New York
$373K +$135K +9,243 +60%
KAS
505
Kestra Advisory Services
Texas
$370K +$207K +14,170 +136%
BCP
506
Blackhawk Capital Partners
Wisconsin
$365K +$126K +8,640 +56%
QFW
507
QTR Family Wealth
Florida
$363K +$351K +24,083 New
Vontobel Holding
508
Vontobel Holding
Switzerland
$358K +$346K +23,752 New
CCM
509
Coldstream Capital Management
Washington
$358K +$9.41K +645 +3%
FRA
510
Frank Rimerman Advisors
California
$357K +$176K +12,060 +104%
Truist Financial
511
Truist Financial
North Carolina
$356K -$157K -10,748 -31%
SFA
512
Souders Financial Advisors
Ohio
$351K -$199K -13,634 -37%
AFGAS
513
Allegiance Financial Group Advisory Services
Virginia
$348K +$336K +23,045 New
CPG
514
Cornerstone Planning Group
New Jersey
$346K +$33.6K +2,301 +3,241%
AA
515
Armis Advisers
Georgia
$345K +$149K +10,223 +89%
SCA
516
Snowden Capital Advisors
New York
$340K +$9.07K +622 +3%
CHAM
517
Clear Harbor Asset Management
Connecticut
$339K
SFC
518
SYM Financial Corp
Indiana
$337K +$77.5K +5,315 +31%
VSQM
519
V-Square Quantitative Management
Illinois
$328K +$17.9K +1,225 +6%
CAU
520
Caxton Associates (UK)
$324K -$114K -7,797 -27%
CI
521
Cigna Investments
Connecticut
$324K -$6.43K -441 -2%
CL
522
Choreo LLC
Illinois
$322K -$9.51K -652 -3%
TC
523
TownSquare Capital
Utah
$313K -$260K -17,817 -46%
OR
524
Olympiad Research
Connecticut
$310K -$16.1K -1,105 -5%
DA
525
Denali Advisors
California
$310K +$300K +20,553 New