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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
276
Advisors Asset Management
Colorado
$713K +$128K +6,940 +20%
VSQM
277
V-Square Quantitative Management
Illinois
$712K
CIM
278
Confluence Investment Management
Missouri
$711K +$16.9K +920 +2%
DAS
279
Dynamic Advisor Solutions
Arizona
$708K +$919 +50 +0.1%
JIC
280
Johnson Investment Counsel
Ohio
$703K +$10.7K +580 +1%
WS
281
Wedbush Securities
California
$702K +$527K +28,670 +234%
HW
282
Hancock Whitney
Mississippi
$685K +$30.9K +1,680 +4%
HSBC Holdings
283
HSBC Holdings
United Kingdom
$684K +$397K +21,585 +118%
AFG
284
Atomi Financial Group
New York
$681K +$71.2K +3,875 +11%
PWG
285
Portside Wealth Group
Utah
$680K +$18.8K +1,025 +3%
S
286
SimplyRich
California
$670K -$30.7K -1,670 -4%
PA
287
Procyon Advisors
Connecticut
$663K -$6.99K -380 -1%
ECM
288
Evergreen Capital Management
Washington
$663K -$9.38K -510 -1%
EWA
289
EP Wealth Advisors
California
$662K +$23.6K +1,285 +3%
MCM
290
MAI Capital Management
Ohio
$661K +$55.1K +2,995 +8%
ETC
291
Exchange Traded Concepts
Oklahoma
$660K +$161K +8,780 +30%
Nuveen
292
Nuveen
North Carolina
$650K
KPWS
293
Kestra Private Wealth Services
Texas
$639K -$15.5K -845 -2%
PGIM
294
Pacific Global Investment Management
California
$638K -$82K -4,460 -11%
AWA
295
Aaron Wealth Advisors
Illinois
$624K +$122K +6,650 +22%
Toronto Dominion Bank
296
Toronto Dominion Bank
Ontario, Canada
$624K +$21.1K +1,150 +3%
YDMI
297
Y.D. More Investments
Israel
$618K +$122K +6,655 +23%
BWM
298
BKM Wealth Management
Wisconsin
$613K +$109K +5,910 +20%
BTWM
299
Baker Tilly Wealth Management
Wisconsin
$591K +$13.6K +740 +2%
OCM
300
Ovata Capital Management
Hong Kong
$588K +$171K +9,275 +37%