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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
526
Caerus Investment Advisors
Texas
$453K +$511K +14,083 New
BOTPPF
527
Board of the Pension Protection Fund
United Kingdom
$450K +$508K +14,000 New
HHGC
528
Hunting Hill Global Capital
New York
$446K
VI
529
Vestcor Inc
New Brunswick, Canada
$442K
MWM
530
Moran Wealth Management
Florida
$439K +$495K +13,652 New
MC
531
Machina Capital
France
$438K -$364K -10,026 -42%
NWAG
532
Net Worth Advisory Group
Utah
$437K -$55.1K -1,519 -10%
PA
533
Probity Advisors
Texas
$435K -$4.46K -123 -0.9%
Lido Advisors
534
Lido Advisors
California
$432K +$215K +5,918 +79%
CPCM
535
Cardinal Point Capital Management
Ontario, Canada
$426K +$480K +13,250 New
WWM
536
Whalen Wealth Management
Nevada
$422K +$476K +13,127 New
FRM
537
Fox Run Management
Connecticut
$416K -$1.73M -47,793 -79%
RCM
538
Requisite Capital Management
Texas
$411K +$464K +12,788 New
RCA
539
Resonant Capital Advisors
Wisconsin
$410K +$15.7K +433 +4%
AFG
540
Atomi Financial Group
New York
$410K +$63.9K +1,762 +16%
SAG
541
SageView Advisory Group
California
$405K +$456K +12,575 New
DWT
542
Dorsey & Whitney Trust
South Dakota
$391K +$35.2K +970 +9%
BP
543
Ballentine Partners
Massachusetts
$390K +$1.78K +49 +0.4%
WWM
544
Western Wealth Management
Colorado
$383K -$11.8K -325 -3%
Kayne Anderson Rudnick Investment Management
545
Kayne Anderson Rudnick Investment Management
California
$382K +$72.1K +1,989 +20%
SCP
546
Sivia Capital Partners
California
$379K +$88.8K +2,448 +26%
KAS
547
Kestra Advisory Services
Texas
$379K -$19.8K -545 -4%
EFG
548
Ethos Financial Group
Pennsylvania
$375K
PWG
549
Portside Wealth Group
Utah
$369K -$19K -523 -4%
FWM
550
Focused Wealth Management
New York
$366K -$258K -7,123 -39%