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Name Holding Trade Value Shares
Change
Change in
Stake
CAI
701
Capital Advisors Inc
Oklahoma
$446K +$446K +1,491 New
MLRA
702
Main Line Retirement Advisors
Montana
$445K +$4.49K +15 +1%
MBTD
703
Mechanics Bank - Trust Department
California
$442K – – –
GFP
704
Gryphon Financial Partners
Ohio
$438K -$34.1K -114 -7%
PA
705
PFG Advisors
Arizona
$435K +$26K +87 +6%
CI
706
CX Institutional
Indiana
$435K +$56.2K +188 +15%
WANY
707
Wealthspire Advisors (New York)
New York
$433K +$175K +585 +68%
HIP
708
HUB Investment Partners
Texas
$431K +$22.7K +76 +6%
SAM
709
Summit Asset Management
Tennessee
$429K – – –
EHAM
710
Eagle Harbor Asset Management
Washington
$427K +$20.6K +69 +5%
BFG
711
Berger Financial Group
Minnesota
$427K -$44.6K -149 -9%
Walleye Capital
712
Walleye Capital
New York
$422K -$353K -1,182 -46%
AIS
713
American Investment Services
Massachusetts
$417K +$7.78K +26 +2%
SC
714
Syon Capital
California
$410K +$80.1K +268 +24%
VSQM
715
V-Square Quantitative Management
Illinois
$409K -$21.2K -71 -5%
IPWA
716
International Private Wealth Advisors
California
$409K +$409K +1,368 New
SLG
717
Stanley-Laman Group
Pennsylvania
$404K +$404K +1,350 New
DZ Bank
718
DZ Bank
Germany
$404K +$105K +350 +35%
SIG
719
Stonegate Investment Group
Alabama
$404K -$11.7K -39 -3%
BP
720
BBR Partners
New York
$403K – – –
SCM
721
Sterling Capital Management
North Carolina
$403K -$22.1K -74 -5%
LAIC
722
Lederer & Associates Investment Counsel
California
$398K -$7.18K -24 -2%
DTL
723
Dynamic Technology Lab
Singapore
$398K +$398K +1,330 New
TCBWMS
724
Texas Capital Bank Wealth Management Services
Texas
$395K -$299 -1 -0.1%
BCM
725
Brookstone Capital Management
Illinois
$394K +$16.1K +54 +4%