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Viking Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Pinnacle Associates
New York
$435K +$162K +2,538 +71%
SSWM
302
Sheets Smith Wealth Management
North Carolina
$434K +$388K +6,076 New
Baird Financial Group
303
Baird Financial Group
Wisconsin
$434K +$387K +6,072 New
STA
304
Summit Trail Advisors
New York
$421K +$377K +5,902 New
FFA
305
Farther Finance Advisors
California
$417K +$162K +2,534 +77%
PAG
306
Private Advisory Group
Washington
$413K +$369K +5,785 New
LWAM
307
Legacy Wealth Asset Management
Minnesota
$413K +$11.9K +187 +3%
TCM
308
Thomist Capital Management
Texas
$412K +$364K +5,710 New
ECM
309
Evergreen Capital Management
Washington
$410K +$366K +5,737 New
Vontobel Holding
310
Vontobel Holding
Switzerland
$397K -$248K -3,881 -41%
VF
311
Virtu Financial
New York
$386K +$345K +5,401 New
IA
312
Inspire Advisors
Idaho
$385K -$484K -7,586 -58%
P
313
&Partners
Tennessee
$382K +$91.1K +1,427 +36%
BWM
314
BNB Wealth Management
Maryland
$375K +$335K +5,250 New
MFS
315
Mirabella Financial Services
United Kingdom
$370K +$330K +5,178 New
SEA
316
Stegent Equity Advisors
Texas
$351K -$13.5K -212 -4%
PCM
317
Polymer Capital Management
New York
$343K +$306K +4,802 New
WMA
318
Wealth Management Associates
New Jersey
$335K
KRSITF
319
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$328K
HCM
320
HMS Capital Management
Tennessee
$326K -$6.51K -102 -2%
MF
321
Magnetar Financial
Illinois
$323K +$289K +4,529 New
WA
322
Waverly Advisors
Alabama
$322K +$288K +4,513 New
SF
323
Summit Financial
New Jersey
$322K +$288K +4,507 New
WCA
324
Westover Capital Advisors
Delaware
$321K
WA
325
Waddell & Associates
Tennessee
$320K +$286K +4,476 New