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Name Holding Trade Value Shares
Change
Change in
Stake
OQS
426
Occudo Quantitative Strategies
Florida
$300K -$1.1M -11,859 -78%
OC
427
Oppenheimer & Co
New York
$297K +$1.3K +14 +0.4%
SB
428
Simmons Bank
Arkansas
$295K – – –
TF
429
TRH Financial
Iowa
$295K +$1.67K +18 +0.6%
CI
430
Cigna Investments
Connecticut
$292K -$118K -1,279 -28%
PFBT
431
Parkside Financial Bank & Trust
Missouri
$290K +$170K +1,837 +134%
CAM
432
Cozad Asset Management
Illinois
$289K – – –
AAS
433
Avantax Advisory Services
Texas
$288K -$151K -1,629 -34%
PMFA
434
Plante Moran Financial Advisors
Michigan
$285K – – –
CWM
435
CarsonAllaria Wealth Management
Illinois
$283K +$93 +1 +0%
NA
436
NewEdge Advisors
Louisiana
$283K +$289K +3,127 New
GCP
437
GSA Capital Partners
United Kingdom
$279K -$727K -7,855 -72%
AssetMark Inc
438
AssetMark Inc
California
$274K -$49K -529 -15%
KA
439
Kovack Advisors
Florida
$273K – – –
SCA
440
Strategic Capital Advisers
Colorado
$267K – – –
CCM
441
Coldstream Capital Management
Washington
$266K +$3.15K +34 +1%
FFM
442
Forum Financial Management
Illinois
$264K – – –
CAMG
443
CWA Asset Management Group
Florida
$261K +$3.05K +33 +1%
TI
444
Tidal Investments
Wisconsin
$258K -$53.7K -580 -17%
CSIC
445
Clifford Swan Investment Counsel
California
$258K – – –
BC
446
Burney Company
Virginia
$257K – – –
DA
447
Detalus Advisors
Missouri
$256K +$1.3K +14 +0.5%
Brown Advisory
448
Brown Advisory
Maryland
$255K -$9.53K -103 -4%
FCCM
449
First City Capital Management
Georgia
$253K – – –
CCA
450
Checchi Capital Advisers
California
$253K +$49K +529 +24%