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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
701
FNY Investment Advisers
New York
$446K +$359K +13,128 +265%
GGS
702
Galvin Gaustad & Stein
Arizona
$446K +$82.1K +3,000 +20%
CAM
703
Cresset Asset Management
Illinois
$442K +$137K +5,014 +39%
TWM
704
Trevian Wealth Management
Massachusetts
$441K -$145K -5,289 -23%
CFGS
705
Concourse Financial Group Securities
Alabama
$440K +$345K +12,612 +243%
PAWA
706
Palo Alto Wealth Advisors
California
$440K +$487K +17,800 New
AA
707
Axiom Advisory
California
$439K
BHBT
708
Burke & Herbert Bank & Trust
Virginia
$438K
PAG
709
Private Advisor Group
New Jersey
$437K +$184K +6,736 +3%
RWM
710
Ritholtz Wealth Management
New York
$434K -$407K -14,886 -46%
PA
711
Profund Advisors
Maryland
$433K -$29.9K -1,093 -6%
Natixis Advisors
712
Natixis Advisors
Massachusetts
$431K +$197K +7,184 +70%
FCAG
713
First Capital Advisors Group
New Jersey
$429K -$15.8K -576 -3%
MCM
714
MAI Capital Management
Ohio
$426K +$201K +7,347 +75%
VanEck Associates
715
VanEck Associates
New York
$425K +$60.2K +2,200 +15%
KA
716
Kercheville Advisors
Texas
$424K +$469K +17,150 New
KeyBank National Association
717
KeyBank National Association
Ohio
$424K -$104K -3,787 -18%
CC
718
Chicago Capital
Illinois
$424K -$62K -2,265 -12%
SWA
719
SFMG Wealth Advisors
Texas
$421K
OIA
720
OneDigital Investment Advisors
Kansas
$419K +$186K +6,783 +67%
FPCM
721
Financial Partners Capital Management
New York
$416K
Qube Research & Technologies (QRT)
722
Qube Research & Technologies (QRT)
United Kingdom
$412K -$27.6M -1,006,959 -98%
ICM
723
Ionic Capital Management
New York
$408K -$137K -5,000 -23%
EWM
724
Endowment Wealth Management
Wisconsin
$408K -$4.93K -180 -1%
CPC
725
Congress Park Capital
New York
$406K -$98.5K -3,600 -18%