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Sterling Infrastructure

Name Holding Trade Value Shares
Change
Change in
Stake
OWCM
576
One Wealth Capital Management
Arizona
$549K +$109K +156 +31%
ORG
577
Optimist Retirement Group
Washington
$546K +$457K +651 New
TVPW
578
Third View Private Wealth
Connecticut
$546K +$457K +651 New
Wealthfront Advisers
579
Wealthfront Advisers
California
$546K -$4.21K -6 -0.9%
KWA
580
Kingswood Wealth Advisors
California
$544K -$18.9K -27 -4%
IAIM
581
International Assets Investment Management
Florida
$540K -$82.1K -117 -14%
CIM
582
Cambria Investment Management
California
$536K – – –
NIG
583
NFJ Investment Group
Texas
$535K – – –
ASA
584
Axxion S.A.
Luxembourg
$534K +$446K +636 New
DC
585
Davenport & Co
Virginia
$530K +$91.9K +131 +26%
Baird Financial Group
586
Baird Financial Group
Wisconsin
$530K +$12.6K +18 +3%
SWM
587
SeaCrest Wealth Management
New York
$525K – – –
TCWM
588
Total Clarity Wealth Management
Illinois
$525K +$439K +625 New
EW
589
Expressive Wealth
Illinois
$523K – – –
AU
590
AlphaGrep UK
$518K +$4.91K +7 +1%
CBU
591
CIBC Bancorp USA
Illinois
$518K -$840K -1,197 -66%
MFAM
592
Motley Fool Asset Management
Virginia
$517K +$34.4K +49 +9%
S
593
SignatureFD
Georgia
$513K +$56.1K +80 +15%
TWP
594
Tower Wealth Partners
Pennsylvania
$509K +$10.5K +15 +3%
FPAS
595
Focus Partners Advisor Solutions
Missouri
$509K +$23.2K +33 +6%
EMAM
596
Encompass More Asset Management
California
$505K -$386K -550 -48%
DLA
597
Douglas Lane & Associates
New York
$504K – – –
TS
598
Triglav Skladi
Slovenia
$504K +$421K +600 New
FCM
599
Fieldview Capital Management
Michigan
$502K +$420K +598 New
BAM
600
Blueshift Asset Management
New Jersey
$499K +$23.9K +34 +6%