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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$634K -$17.7K -178 -3%
OSAM
402
O'Shaughnessy Asset Management
Connecticut
$632K +$301K +3,027 +104%
CBNLCF
403
Cognios Beta Neutral Large Cap Fund
Kansas
$630K -$253K -2,543 -30%
OCBCO
404
Oversea-Chinese Banking Corp (OCBC)
Singapore
$626K +$585K +5,872 New
PAG
405
Private Advisor Group
New Jersey
$617K -$104K -1,042 -15%
MCM
406
MAI Capital Management
Ohio
$617K -$111K -1,111 -16%
FWM
407
Forza Wealth Management
Florida
$614K
NB
408
Norinchukin Bank
Japan
$606K -$523K -5,252 -48%
BRWA
409
B. Riley Wealth Advisors
Florida
$599K +$117K +1,175 +26%
GC
410
Globeflex Capital
California
$597K +$468K +4,700 +522%
XSC
411
X-Square Capital
Puerto Rico
$586K
EF
412
Empirical Finance
Pennsylvania
$584K +$44.3K +445 +9%
IIM
413
Ipswich Investment Management
Massachusetts
$577K -$21.4K -215 -4%
PIM
414
Profit Investment Management
Maryland
$575K -$28.5K -286 -5%
KRSITF
415
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$575K -$6.57K -66 -1%
SPW
416
Sonoma Private Wealth
California
$571K -$20.4K -205 -4%
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$568K +$4.28K +43 +0.8%
ACA
418
Aptus Capital Advisors
Alabama
$567K -$42.7K -429 -7%
XT
419
XTX Topco
Cayman Islands
$565K -$23.1K -232 -4%
DAM
420
Derbend Asset Management
Georgia
$565K -$47.4K -476 -8%
OWM
421
Opes Wealth Management
California
$555K -$66.3K -666 -11%
Wealth Enhancement Advisory Services
422
Wealth Enhancement Advisory Services
Minnesota
$550K +$514K +5,166 New
ACM
423
AlphaStar Capital Management
North Carolina
$549K +$61.5K +618 +14%
BFEC
424
Benjamin F. Edwards & Company
Missouri
$547K +$28.9K +290 +6%
IIM
425
Intact Investment Management
Quebec, Canada
$543K -$39.8K -400 -7%