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Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
276
Lazard Asset Management
New York
$511K +$79.8K +1,436 +21%
CFM
277
Catalyst Funds Management
Australia
$505K +$72.3K +1,300 +19%
IFPG
278
Intrepid Financial Planning Group
Indiana
$499K +$456K +8,200 New
GAM
279
Groupama Asset Management
France
$491K
VVP
280
Venture Visionary Partners
Ohio
$489K +$447K +8,037 New
FFM
281
Forum Financial Management
Illinois
$486K +$62.7K +1,128 +16%
EMAM
282
Encompass More Asset Management
California
$485K +$92.7K +1,668 +26%
CIBC Asset Management
283
CIBC Asset Management
Ontario, Canada
$484K +$23.5K +422 +6%
Corient Private Wealth
284
Corient Private Wealth
Florida
$483K -$3.67K -66 -0.8%
CMF
285
Counterpoint Mutual Funds
California
$477K +$435K +7,827 New
PIM
286
Plato Investment Management
Australia
$469K +$254K +4,571 +147%
WIA
287
Wealthedge Investment Advisors
New York
$468K +$427K +7,689 New
TRCT
288
Tower Research Capital (TRC)
New York
$467K +$34K +612 +9%
ECM
289
Everence Capital Management
Indiana
$440K +$402K +7,230 New
OIM
290
Oder Investment Management
California
$430K -$91.7K -1,649 -19%
SC
291
Shearwater Capital
Colorado
$426K
IFWM
292
Institute for Wealth Management
Colorado
$411K +$375K +6,751 New
UCFA
293
United Capital Financial Advisors
Texas
$408K -$11.7K -211 -3%
FRM
294
Fox Run Management
Connecticut
$396K -$39K -701 -10%
MAS
295
Meeder Advisory Services
Ohio
$396K +$9.28K +167 +3%
SCP
296
Silverleafe Capital Partners
Tennessee
$390K +$356K +6,400 New
SWM
297
SeaCrest Wealth Management
New York
$387K +$353K +6,348 New
BAM
298
Blueshift Asset Management
New Jersey
$386K -$3.59M -64,521 -91%
BFO
299
Biltmore Family Office
North Carolina
$378K
TC
300
TwinBeech Capital
New York
$378K -$3.4M -61,114 -91%