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Name Holding Trade Value Shares
Change
Change in
Stake
UAM
701
Unifi Asset Management
New York
$577K +$559K +3,610 New
KFI
702
Key Financial Inc
Pennsylvania
$577K – – –
SI
703
Sprott Inc
Ontario, Canada
$575K +$558K +3,600 New
Koshinski Asset Management
704
Koshinski Asset Management
Illinois
$575K +$2.63K +17 +0.5%
PA
705
Profund Advisors
Maryland
$571K -$310 -2 -0.1%
HI
706
Harbour Investments
Wisconsin
$570K -$43.4K -280 -7%
CW
707
CreativeOne Wealth
Kansas
$567K -$611K -3,945 -53%
MSCM
708
McElhenny Sheffield Capital Management
Texas
$567K -$45.4K -293 -8%
AUB
709
Atlantic Union Bankshares
Virginia
$564K +$179K +1,155 +49%
ST
710
Smithfield Trust
Pennsylvania
$563K – – –
VCA
711
Verdence Capital Advisors
Maryland
$562K +$234K +1,509 +75%
MCA
712
Magnolia Capital Advisors
Mississippi
$560K +$33.3K +215 +7%
WT
713
Whittier Trust
California
$560K -$10.1K -65 -2%
BTI
714
Blue Trust Inc
Georgia
$559K -$99.6K -643 -16%
EH
715
Equitable Holdings
New York
$557K -$17.5K -113 -3%
AP
716
Appleton Partners
Massachusetts
$556K -$620 -4 -0.1%
QCG
717
Quadrant Capital Group
Ohio
$556K -$100K -648 -16%
SW
718
SVB Wealth
Massachusetts
$553K -$107K -693 -17%
KWA
719
Kingswood Wealth Advisors
California
$553K +$10.1K +65 +2%
RCM
720
Radnor Capital Management
Pennsylvania
$548K – – –
SAI
721
Savvy Advisors Inc
New York
$548K +$250K +1,611 +89%
SAM
722
S.A. Mason
Michigan
$545K +$155K +1,000 +42%
BG
723
Bahl & Gaynor
Ohio
$545K – – –
RZH
724
Relyea Zuckerberg Hanson
Connecticut
$543K -$14.6K -94 -3%
SWM
725
Sterling Wealth Management
Illinois
$541K – – –