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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$412K -$379K -4,574 -50%
AG
452
AlTi Global
New York
$410K +$13.5K +163 +4%
TWM
453
Tripletail Wealth Management
Florida
$407K – – –
WS
454
Wedbush Securities
California
$404K -$61.2K -738 -14%
VIP
455
Viewpoint Investment Partners
Alberta, Canada
$402K +$373K +4,500 New
CT
456
Coastline Trust
Rhode Island
$400K – – –
GLA
457
Great Lakes Advisors
Illinois
$390K -$44.9K -542 -11%
JCM
458
Jacobi Capital Management
Pennsylvania
$387K +$249 +3 +0.1%
DAM
459
Delta Asset Management
Tennessee
$387K – – –
ZIM
460
Zacks Investment Management
Illinois
$380K -$184K -2,217 -34%
SI
461
Seeds Investor
New York
$380K +$17.2K +207 +5%
PWM
462
Perigon Wealth Management
California
$379K +$43.6K +526 +14%
VI
463
Vestcor Inc
New Brunswick, Canada
$378K -$1.16M -14,011 -77%
EAM
464
Empirical Asset Management
Massachusetts
$376K +$912 +11 +0.3%
C
465
Certuity
Florida
$373K +$24.9K +301 +8%
HFS
466
Hantz Financial Services
Michigan
$372K +$107K +1,293 +45%
KBC Group
467
KBC Group
Belgium
$371K -$61K -736 -15%
NAAA
468
New Age Alpha Advisors
New York
$369K -$6.51M -78,550 -95%
CFS
469
Commonwealth Financial Services
West Virginia
$367K +$4.97K +60 +1%
AL
470
Arnhold LLC
New York
$358K – – –
SC
471
Schulhoff & Co
Ohio
$358K – – –
MG
472
Mather Group
Illinois
$356K +$83 +1 +0%
EW
473
Elyxium Wealth
California
$356K +$47K +567 +17%
WIA
474
Wetzel Investment Advisors
Indiana
$355K -$9.53K -115 -3%
PCM
475
Park Capital Management
Wisconsin
$354K +$328K +3,959 New