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Name Holding Trade Value Shares
Change
Change in
Stake
MLRA
701
Main Line Retirement Advisors
Montana
$445K +$4.49K +15 +1%
MBTD
702
Mechanics Bank - Trust Department
California
$442K
GFP
703
Gryphon Financial Partners
Ohio
$438K -$34.1K -114 -7%
PA
704
PFG Advisors
Arizona
$435K +$26K +87 +6%
CI
705
CX Institutional
Indiana
$435K +$56.2K +188 +15%
WANY
706
Wealthspire Advisors (New York)
New York
$433K +$175K +585 +68%
HIP
707
HUB Investment Partners
Texas
$431K +$22.7K +76 +6%
SAM
708
Summit Asset Management
Tennessee
$429K
EHAM
709
Eagle Harbor Asset Management
Washington
$427K +$20.6K +69 +5%
BFG
710
Berger Financial Group
Minnesota
$427K -$44.6K -149 -9%
Walleye Capital
711
Walleye Capital
New York
$422K -$353K -1,182 -46%
AIS
712
American Investment Services
Massachusetts
$417K +$7.78K +26 +2%
SC
713
Syon Capital
California
$410K +$80.1K +268 +24%
VSQM
714
V-Square Quantitative Management
Illinois
$409K -$21.2K -71 -5%
IPWA
715
International Private Wealth Advisors
California
$409K +$409K +1,368 New
SLG
716
Stanley-Laman Group
Pennsylvania
$404K +$404K +1,350 New
DZ Bank
717
DZ Bank
Germany
$404K +$105K +350 +35%
SIG
718
Stonegate Investment Group
Alabama
$404K -$11.7K -39 -3%
BP
719
BBR Partners
New York
$403K
SCM
720
Sterling Capital Management
North Carolina
$403K -$22.1K -74 -5%
LAIC
721
Lederer & Associates Investment Counsel
California
$398K -$7.18K -24 -2%
DTL
722
Dynamic Technology Lab
Singapore
$398K +$398K +1,330 New
TCBWMS
723
Texas Capital Bank Wealth Management Services
Texas
$395K -$299 -1 -0.1%
BCM
724
Brookstone Capital Management
Illinois
$394K +$16.1K +54 +4%
VFA
725
Valeo Financial Advisors
Indiana
$393K +$12.3K +41 +3%