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Steel Dynamics
STLD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
501
Concord Wealth Partners
Virginia
$257K +$115K +1,106 +85%
AIMCA
502
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$257K – – –
SA
503
Syntax Advisors
New York
$257K -$7.6K -73 -3%
VCG
504
Vantage Consulting Group
Virginia
$257K -$7.6K -73 -3%
IWC
505
Integrated Wealth Concepts
Massachusetts
$252K -$21.3K -205 -8%
AG
506
Ascent Group
Virginia
$250K +$240K +2,301 New
PCIA
507
Prime Capital Investment Advisors
Kansas
$249K +$14.7K +141 +6%
MCM
508
Monument Capital Management
Virginia
$249K -$2.47M -23,707 -91%
HIM
509
Hanlon Investment Management
New Jersey
$248K -$1.05M -10,038 -81%
MWM
510
Maripau Wealth Management
Indiana
$248K +$416 +4 +0.2%
DWT
511
Dorsey & Whitney Trust
South Dakota
$246K +$208 +2 +0.1%
BRWA
512
B. Riley Wealth Advisors
Florida
$245K -$14.9K -143 -6%
QFA
513
Quantum Financial Advisors
California
$244K – – –
RWA
514
River Wealth Advisors
Pennsylvania
$243K -$6.14K -59 -3%
FMAEN1
515
Fund Management at Engine No 1
California
$239K +$14.5K +139 +7%
PCMC
516
Paragon Capital Management (Colorado)
Colorado
$238K -$12.3K -118 -5%
HI
517
Horizon Investments
North Carolina
$238K -$8.22K -79 -3%
HWM
518
HB Wealth Management
Georgia
$238K +$32.7K +314 +16%
CAAS
519
Capital Asset Advisory Services
Michigan
$236K +$26.4K +254 +13%
CAMV
520
Concord Asset Management (Virginia)
Virginia
$233K +$226K +2,174 New
IAA
521
Independent Advisor Alliance
North Carolina
$233K +$226K +2,169 New
CG
522
Caprock Group
Idaho
$232K -$14.8K -142 -6%
ADIM
523
Alpha DNA Investment Management
Maryland
$232K +$225K +2,162 New
AWM
524
Axxcess Wealth Management
California
$229K +$223K +2,138 New
WSCM
525
Wellington Shields Capital Management
New York
$229K -$59.3K -570 -21%
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