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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
Mission Wealth Management
California
$220K +$200K +12,970 New
KHLMVGHM
327
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$219K +$199K +12,925 New
AFG
328
Atomi Financial Group
New York
$219K -$7.71K -501 -4%
MAM
329
Mainsail Asset Management
Alabama
$218K +$171K +11,145 New
NAS
330
Nykredit A/S
Denmark
$214K +$194K +12,627 New
BFM
331
Boothbay Fund Management
New York
$214K +$194K +12,623 New
WAM
332
Westport Asset Management
Connecticut
$212K
AI
333
ArchPoint Investors
Florida
$209K
TPWM
334
Twelve Points Wealth Management
Massachusetts
$206K +$187K +12,129 New
EP
335
Essential Partners
California
$203K -$51.6K -3,354 -22%
JRP
336
Jasper Ridge Partners
California
$202K
TMC
337
Themes Management Co
Connecticut
$201K +$182K +11,837 New
AFGAS
338
Allegiance Financial Group Advisory Services
Virginia
$199K +$180K +11,731 New
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$199K -$41.1K -2,672 -19%
SL
340
Sentinus LLC
Illinois
$190K -$35.2K -2,291 -17%
PCP
341
Proficio Capital Partners
Massachusetts
$189K +$171K +11,116 New
SFC
342
SYM Financial Corp
Indiana
$188K -$54.6K -3,548 -24%
LWM
343
Liberty Wealth Management
California
$186K
CIA
344
Concurrent Investment Advisors
Florida
$186K -$32.9K -2,138 -16%
MA
345
MSA Advisors
California
$181K
JSSH
346
J. Safra Sarasin Holding
$181K +$164K +10,665 New
TFIPS
347
Towarzystwo Funduszy Inwestycyjnych PZU SA
$176K +$61.5K +4,000 +63%
CIBC Asset Management
348
CIBC Asset Management
Ontario, Canada
$175K -$20.4K -1,328 -11%
CBU
349
CIBC Bancorp USA
Illinois
$170K -$4.66K -303 -3%
SS
350
SBI Securities
Japan
$167K -$1.94K -126 -1%