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Name Holding Trade Value Shares
Change
Change in
Stake
CG
701
Caprock Group
Idaho
$470K -$114K -3,630 -19%
CAN
702
Cetera Advisor Networks
California
$470K -$14.9K -472 -3%
NB
703
Nicolet Bankshares
Wisconsin
$470K +$41K +1,303 +9%
OPS
704
Orion Portfolio Solutions
Nebraska
$470K +$63.4K +2,012 +15%
S
705
SignatureFD
Georgia
$467K +$17.9K +568 +4%
MIM
706
Marco Investment Management
Georgia
$464K +$78.7K +2,497 +19%
ST
707
Spinnaker Trust
Maine
$462K +$12.6K +400 +3%
NFSG
708
Newbridge Financial Services Group
Florida
$460K +$469K +14,876 +3,172%
RFM
709
Royal Fund Management
Florida
$457K
DMBA
710
Deseret Mutual Benefit Administrators
Utah
$455K -$64.9K -2,060 -12%
IF
711
Intrua Financial
Texas
$455K
GAAM
712
Guinness Atkinson Asset Management
California
$452K +$81.9K +2,600 +21%
CCG
713
Ceeto Capital Group
Florida
$451K
CC
714
Courier Capital
New York
$450K -$21.3K -675 -4%
B
715
Barings
North Carolina
$450K
LOAMS
716
Lombard Odier Asset Management (Switzerland)
Switzerland
$446K -$51.7K -1,642 -10%
SW
717
SVB Wealth
Massachusetts
$444K -$6.3K -200 -1%
SS
718
Simplicity Solutions
Minnesota
$444K +$247K +7,849 +113%
KIA
719
KCM Investment Advisors
California
$440K -$1.42K -45 -0.3%
Capital Fund Management (CFM)
720
Capital Fund Management (CFM)
France
$440K +$463K +14,685 New
EI
721
Ethic Inc
New York
$432K +$13.2K +420 +3%
SFI
722
Siemens Fonds Invest
Germany
$431K -$149K -4,727 -25%
FWP
723
FAS Wealth Partners
Kansas
$427K +$449K +14,244 New
AUB
724
Atlantic Union Bankshares
Virginia
$426K -$1.51K -48 -0.3%
HT
725
HighTower Trust
Texas
$425K -$852K -27,046 -66%