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Name Holding Trade Value Shares
Change
Change in
Stake
APP
676
Avantax Planning Partners
Iowa
$348K
CBFP
677
Cedar Brook Financial Partners
Ohio
$348K +$3.48K +66 +1%
FC
678
Forte Capital
New York
$347K +$322K +6,115 New
DWA
679
Douglass Winthrop Advisors
New York
$346K +$321K +6,088 New
BWP
680
BSW Wealth Partners
Colorado
$346K +$322K +6,103 New
IWP
681
Icon Wealth Partners
Texas
$339K +$314K +5,964 New
PP
682
PDS Planning
Ohio
$338K +$314K +5,960 New
CSS
683
Cubist Systematic Strategies
Connecticut
$336K -$10.4M -198,267 -97%
KWM
684
Kingsview Wealth Management
Oregon
$335K -$17.7K -336 -5%
WFG
685
Wills Financial Group
Virginia
$332K +$308K +5,843 New
HW
686
Hancock Whitney
Mississippi
$328K -$84.4K -1,602 -22%
HCM
687
Hollencrest Capital Management
California
$327K -$11.9K -225 -4%
DIP
688
DT Investment Partners
Pennsylvania
$327K
LNB
689
Ledyard National Bank
$327K
CAG
690
Csenge Advisory Group
Florida
$326K +$22K +417 +8%
SRSA
691
S.R. Schill & Associates
Washington
$317K +$294K +5,583 New
MFW
692
Meristem Family Wealth
Minnesota
$316K
BL
693
Balentine LLC
Georgia
$316K +$293K +5,562 New
SGI
694
Summit Global Investments
Utah
$316K +$294K +5,572 New
AAP
695
Arax Advisory Partners
Colorado
$312K +$71.7K +1,361 +33%
AAM
696
Auxier Asset Management
Oregon
$311K
VC
697
Veracity Capital
Georgia
$308K -$303K -5,756 -51%
Walleye Capital
698
Walleye Capital
New York
$308K +$286K +5,418 New
HJGA
699
Hardman Johnston Global Advisors
Connecticut
$306K +$6.06K +115 +2%
FWCM
700
Ferguson Wellman Capital Management
Oregon
$304K