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Name Holding Trade Value Shares
Change 		Change in
Stake
CMO
1451
Covenant Multifamily Offices
Texas
$840K -$562K -1,163 -41%
RB
1452
Rodgers Brothers
Pennsylvania
$838K – – –
LWAM
1453
Legacy Wealth Asset Management
Minnesota
$832K +$803K +1,663 New
MGIM
1454
M&G Investment Management
United Kingdom
$828K – – –
ACM
1455
Ascendant Capital Management
California
$825K +$797K +1,650 New
SFA
1456
Souders Financial Advisors
Ohio
$823K +$18.4K +38 +2%
MCWS
1457
McKinley Carter Wealth Services
West Virginia
$821K +$44.4K +92 +6%
NICM
1458
Neo Ivy Capital Management
New York
$819K +$228K +472 +41%
IFG
1459
Investors Financial Group
Minnesota
$814K +$5.31K +11 +0.7%
CIP
1460
Convergence Investment Partners
Florida
$811K -$929K -1,923 -54%
TSS
1461
Two Sigma Securities
New York
$811K -$651K -1,347 -45%
QT
1462
Quantamental Technologies
New York
$811K +$784K +1,622 New
EW
1463
Evoke Wealth
California
$805K +$184K +380 +31%
TIAM2
1464
Tru Independence Asset Management 2
Oregon
$805K +$778K +1,610 New
EH
1465
Equitable Holdings
New York
$803K +$12.6K +26 +2%
PAG
1466
Pinnacle Advisory Group
Maryland
$800K – – –
HIA
1467
Harbor Investment Advisory
Maryland
$800K +$266K +550 +52%
SFO
1468
Standard Family Office
South Dakota
$799K +$772K +1,597 New
FFA
1469
Founders Financial Alliance
North Carolina
$796K +$179K +371 +31%
MCM
1470
Manchester Capital Management
Vermont
$795K -$483 -1 -0.1%
GSWM
1471
Golden State Wealth Management
California
$795K +$244K +505 +47%
RA
1472
RFG Advisory
Alabama
$794K -$4.35K -9 -0.5%
MIM
1473
Moseley Investment Management
Florida
$794K +$252K +521 +49%
ISL
1474
Ingalls & Snyder LLC
New York
$789K -$26.1K -54 -3%
TWM
1475
Tradition Wealth Management
Minnesota
$787K +$760K +1,573 New
57 58
59
60 61