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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
701
Sequoia Financial Advisors
Ohio
$415K +$196K +4,435 +100%
QT
702
Quantamental Technologies
New York
$414K -$36.5K -825 -9%
MHS
703
M Holdings Securities
Oregon
$411K +$389K +8,810 New
FB
704
Fulton Bank
Pennsylvania
$408K -$34.5K -780 -8%
BFG
705
Barber Financial Group
Kansas
$408K -$663 -15 -0.2%
BAM
706
Belpointe Asset Management
Nevada
$408K +$386K +8,735 New
CM
707
Castleark Management
Illinois
$405K – – –
AIP
708
Ameritas Investment Partners
Nebraska
$400K -$1.99K -45 -0.5%
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$392K +$15.9K +360 +4%
M
710
Mirova
France
$389K -$221 -5 -0.1%
IA
711
IFG Advisory
Georgia
$386K -$25.6K -580 -7%
UB
712
UMB Bank
Missouri
$386K +$1.55K +35 +0.4%
LS
713
Livforsakringsbolaget Skandia
Sweden
$385K – – –
LNWWM
714
Laird Norton Wetherby Wealth Management
California
$385K +$7.29K +165 +2%
WE
715
Wealth Effects
Massachusetts
$377K +$25.4K +575 +8%
FFMBT
716
First Farmers & Merchants Bank Trust
Tennessee
$373K – – –
LWCFA
717
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$373K – – –
QTM
718
qPULA Trading Management
New York
$373K +$354K +8,000 New
PP
719
Pegasus Partners
Wisconsin
$365K -$159K -3,605 -32%
JCM
720
J2 Capital Management
Michigan
$364K +$8.18K +185 +2%
FFS
721
Founders Financial Securities
Maryland
$359K +$4.42K +100 +1%
AA
722
ALPS Advisors
Colorado
$359K +$340K +7,700 New
TCM
723
Teza Capital Management
Illinois
$352K +$333K +7,540 New
WB
724
West Bancorporation
Iowa
$351K +$332K +7,515 New
XT
725
XTX Topco
Cayman Islands
$351K +$333K +7,530 New
27 28
29
30 31