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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
351
Oxford Financial Group
Indiana
$603K
TMAM
352
Tokio Marine Asset Management
Japan
$601K
GI
353
GAMMA Investing
California
$595K +$75.1K +839 +14%
NA
354
NewEdge Advisors
Louisiana
$586K +$166K +1,857 +39%
UCFA
355
United Capital Financial Advisors
Texas
$585K -$2.51K -28 -0.4%
TC
356
TAP Consulting
Missouri
$584K -$7.08K -79 -1%
QIM
357
Quantitative Investment Management
Virginia
$574K +$577K +6,441 New
CAM
358
Cresset Asset Management
Illinois
$573K -$1.64M -18,361 -74%
TA
359
Tectonic Advisors
Texas
$571K +$30.3K +338 +6%
TSW
360
Three Seasons Wealth
Utah
$562K +$565K +6,310 New
S
361
SignatureFD
Georgia
$559K +$11.2K +125 +2%
PP
362
PDT Partners
New York
$554K +$1.16K +13 +0.2%
TC
363
TownSquare Capital
Utah
$553K +$108K +1,208 +24%
MWM
364
Modern Wealth Management
Kansas
$549K +$36.6K +409 +7%
JCM
365
Jag Capital Management
Missouri
$548K -$54.2K -605 -9%
DA
366
Detalus Advisors
Missouri
$548K +$716 +8 +0.1%
BFG
367
Bleakley Financial Group
New Jersey
$541K -$19.3K -215 -3%
JF
368
Jump Financial
Illinois
$534K +$105K +1,176 +24%
T
369
Transce3nd
Texas
$531K +$533K +5,956 New
CCM
370
Coldstream Capital Management
Washington
$525K +$72.1K +805 +16%
CCWM
371
Correct Capital Wealth Management
Missouri
$513K +$179 +2 +0%
BFM
372
Boothbay Fund Management
New York
$512K +$514K +5,741 New
FDS
373
First Dallas Securities
Texas
$510K
NP
374
NorthRock Partners
Minnesota
$508K +$11K +123 +2%
EI
375
Ethic Inc
New York
$503K +$506K +5,647 New