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Name Holding Trade Value Shares
Change
Change in
Stake
WRM
501
Weybosset Research & Management
Rhode Island
$253K
NSEDCP
502
NJ State Employees Deferred Compensation Plan
New Jersey
$252K
MFIM
503
Mesirow Financial Investment Management
Illinois
$252K +$229K +3,926 New
VIA
504
Virtus Investment Advisers
Connecticut
$250K +$58.4K +1,000 +34%
LSAG
505
Lake Street Advisors Group
New Hampshire
$250K +$227K +3,891 New
BRWA
506
B. Riley Wealth Advisors
Florida
$249K -$58.3K -998 -20%
SIA
507
Schechter Investment Advisors
Michigan
$248K -$4.09K -70 -2%
AWS
508
Atria Wealth Solutions
New York
$247K -$10.6K -182 -5%
WP
509
Westmount Partners
California
$247K +$225K +3,853 New
FIA
510
Foundations Investment Advisors
Arizona
$246K +$224K +3,832 New
CW
511
CreativeOne Wealth
Kansas
$245K -$5.96K -102 -3%
WA
512
Wealth Alliance
New York
$242K +$220K +3,773 New
SBIA
513
Sheaff Brock Investment Advisors
Indiana
$241K +$220K +3,760 New
DTL
514
Dynamic Technology Lab
Singapore
$241K +$219K +3,759 New
SC
515
Syon Capital
California
$237K +$215K +3,690 New
DFCM
516
Dark Forest Capital Management
Puerto Rico
$236K +$215K +3,686 New
Lido Advisors
517
Lido Advisors
California
$236K +$215K +3,682 New
AWA
518
Arkadios Wealth Advisors
Georgia
$236K +$215K +3,682 New
PPW
519
Pasadena Private Wealth
California
$236K -$40.9K -700 -16%
FAIM
520
Financial Advocates Investment Management
Washington
$234K +$213K +3,644 New
BCP
521
Blackhawk Capital Partners
Wisconsin
$233K -$56.4K -966 -21%
CCA
522
Checchi Capital Advisers
California
$232K +$212K +3,625 New
SL
523
Summitry LLC
California
$232K +$211K +3,618 New
Vontobel Holding
524
Vontobel Holding
Switzerland
$226K +$206K +3,521 New
KWM
525
Kingsview Wealth Management
Oregon
$226K +$206K +3,520 New