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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
326
Campion Asset Management
Virginia
$456K
QC
327
Quadrature Capital
United Kingdom
$456K -$628K -12,145 -58%
TA
328
TFB Advisors
Kansas
$450K +$17.6K +340 +4%
NCG
329
Newport Capital Group
New Jersey
$449K +$455K +8,788 New
CPC
330
Consolidated Planning Corp
Georgia
$428K +$141K +2,730 +48%
CJ
331
Caitlin John
Michigan
$426K +$425K +8,223 +7,213%
Baird Financial Group
332
Baird Financial Group
Wisconsin
$415K
GRP
333
Global Retirement Partners
California
$412K +$3.1K +60 +0.7%
CB
334
Cadence Bank
Mississippi
$410K
CGL
335
Clarius Group LLC
Washington
$396K -$30.8K -595 -7%
LNWWM
336
Laird Norton Wetherby Wealth Management
California
$389K -$11.3K -219 -3%
EAM
337
Erste Asset Management
Austria
$385K
JWCA
338
J.W. Cole Advisors
Florida
$381K -$19.5K -377 -5%
FTWA
339
Fifth Third Wealth Advisors
Ohio
$377K +$382K +7,380 New
PG
340
Patten Group
Tennessee
$370K
FTDI
341
First Trust Direct Indexing
Massachusetts
$366K +$42.2K +816 +13%
DWT
342
Dorsey & Whitney Trust
South Dakota
$366K
KAS
343
Kestra Advisory Services
Texas
$364K +$24.8K +479 +7%
SCM
344
Shelton Capital Management
Colorado
$364K -$41.1K -794 -10%
NC
345
nVerses Capital
Florida
$358K +$362K +7,000 New
NP
346
NorthRock Partners
Minnesota
$350K +$7.19K +139 +2%
CL
347
Choreo LLC
Illinois
$346K +$350K +6,760 New
BIG
348
Brooklyn Investment Group
New York
$344K
MIC
349
Means Investment Company
Maine
$341K +$1.76K +34 +0.5%
QC
350
Quent Capital
New York
$335K +$1.66K +32 +0.5%