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Sterling Infrastructure

Name Holding Trade Value Shares
Change
Change in
Stake
TC
601
Tejara Capital
United Kingdom
$494K +$413K +589 New
AAS
602
Ameritas Advisory Services
Nebraska
$494K -$973K -1,387 -70%
VWM
603
Venturi Wealth Management
Texas
$487K +$407K +580 New
US Bancorp
604
US Bancorp
Minnesota
$485K -$132K -188 -25%
PFC
605
Phocas Financial Corp
California
$483K
WA
606
Winter & Associates
Minnesota
$483K
GCP
607
GSA Capital Partners
United Kingdom
$481K +$402K +573 New
VAG
608
VisionPoint Advisory Group
Texas
$471K -$654K -932 -62%
EAM
609
Eventide Asset Management
Massachusetts
$468K -$101K -144 -20%
PWPS
610
Pinnacle Wealth Planning Services
Ohio
$468K -$228K -325 -37%
M1FG
611
Mach-1 Financial Group
Arkansas
$463K -$375K -535 -49%
CFO
612
Callan Family Office
Pennsylvania
$460K +$385K +548 New
Brown Advisory
613
Brown Advisory
Maryland
$458K -$983K -1,400 -72%
MWM
614
Mission Wealth Management
California
$457K +$382K +544 New
HWM
615
Hohimer Wealth Management
Washington
$452K +$702 +1 +0.2%
Envestnet Portfolio Solutions
616
Envestnet Portfolio Solutions
Illinois
$449K -$239K -341 -39%
BWP
617
Baldwin Wealth Partners
Massachusetts
$449K -$14K -20 -4%
Aviva
618
Aviva
United Kingdom
$446K -$385K -548 -51%
TCM
619
Triumph Capital Management
Colorado
$446K -$90.5K -129 -20%
SI
620
Saxon Interests
Texas
$445K -$2.11K -3 -0.6%
MG
621
Mather Group
Illinois
$443K +$260K +371 +236%
DO
622
denkapparat Operations
Germany
$436K
SF
623
Summit Financial
New Jersey
$434K -$56.1K -80 -13%
LBWM
624
Left Brain Wealth Management
Illinois
$432K +$361K +515 New
FMI
625
F/M Investments
District of Columbia
$431K -$250K -356 -41%