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Name Holding Trade Value Shares
Change
Change in
Stake
LG
226
Leuthold Group
Minnesota
$307K +$378K +27,072 New
Nuveen
227
Nuveen
North Carolina
$306K -$695K -49,800 -65%
BCM
228
Bluefin Capital Management
New York
$304K -$237K -17,000 -39%
RIA
229
Realta Investment Advisors
Delaware
$297K +$367K +26,255 New
PAG
230
Private Advisor Group
New Jersey
$294K -$2.31M -165,755 -86%
NW
231
Naviter Wealth
Arkansas
$290K +$36.1K +2,586 +11%
DWT
232
Dorsey & Whitney Trust
South Dakota
$290K +$198K +14,162 +123%
ECM
233
ExodusPoint Capital Management
New York
$289K -$841K -60,256 -70%
HIC
234
Holderness Investments Company
North Carolina
$288K -$4.66K -334 -1%
RHBC
235
R.H. Bluestein & Co
Michigan
$283K +$154K +11,000 +79%
KWM
236
Kingsview Wealth Management
Oregon
$281K +$6.79K +486 +2%
CCP
237
Corient Capital Partners
California
$278K +$2.12K +152 +0.9%
HC
238
Henshaw Capital
Massachusetts
$277K
LF
239
Lantz Financial
Illinois
$273K +$5.21K +373 +2%
GC
240
Guggenheim Capital
Illinois
$267K -$220K -15,737 -40%
JFL
241
Jarislowsky, Fraser Ltd
Quebec, Canada
$266K -$173K -12,400 -34%
RB
242
Renasant Bank
Mississippi
$264K -$84.3K -6,041 -21%
EI
243
Ellevest Inc
New York
$264K -$44.4K -3,178 -12%
CFO
244
Collective Family Office
Pennsylvania
$262K -$106K -7,612 -25%
IA
245
IFP Advisors
Florida
$258K +$5.6K +401 +6%
IAA
246
Independent Advisor Alliance
North Carolina
$256K +$3.45K +247 +1%
HT
247
HAP Trading
New York
$254K +$313K +22,444 New
KeyBank National Association
248
KeyBank National Association
Ohio
$253K -$60.4K -4,329 -16%
TCWM
249
Total Clarity Wealth Management
Illinois
$253K +$312K +22,327 New
SWM
250
SeaCrest Wealth Management
New York
$248K -$40.3K -2,889 -12%