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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
501
Boothbay Fund Management
New York
$203K +$230K +2,531 New
PA
502
Parallel Advisors
California
$202K +$5.01K +55 +2%
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$197K +$45.2K +497 +25%
CI Investments Inc
504
CI Investments Inc
Ontario, Canada
$195K +$28.4K +312 +15%
MAM
505
Meeder Asset Management
Ohio
$191K +$106K +1,169 +97%
SWA
506
Sutton Wealth Advisors
Florida
$189K -$7.92K -87 -4%
S
507
SignatureFD
Georgia
$187K -$34.9K -383 -14%
CIA
508
Capital Impact Advisors
Massachusetts
$177K -$21.4K -235 -10%
HPC
509
HM Payson & Co
Maine
$177K – – –
WFA
510
Wipfli Financial Advisors
Wisconsin
$177K +$201K +2,208 New
HBT
511
Hills Bank & Trust
Iowa
$173K – – –
AIP
512
Ameritas Investment Partners
Nebraska
$166K – – –
CM
513
Caption Management
Oklahoma
$165K +$187K +2,051 New
NICM
514
Neo Ivy Capital Management
New York
$162K +$183K +2,014 New
NL
515
NKCFO LLC
Illinois
$161K – – –
BWA
516
BDO Wealth Advisors
Florida
$161K +$13.2K +145 +8%
DCM
517
Dupont Capital Management
Delaware
$157K +$142K +1,565 +404%
PAM
518
Paradigm Asset Management
New York
$153K -$27.3K -300 -14%
Bessemer Group
519
Bessemer Group
New Jersey
$146K +$20.8K +228 +14%
WI
520
Wahed Invest
New York
$145K +$9.83K +108 +6%
CAM
521
CenterStar Asset Management
Illinois
$121K – – –
IA
522
IFP Advisors
Florida
$112K +$106K +1,160 +28%
CF
523
Centaurus Financial
California
$103K -$364 -4 -0.3%
BTI
524
Blue Trust Inc
Georgia
$96K +$19.8K +218 +26%
QCG
525
Quadrant Capital Group
Ohio
$96K +$35K +384 +48%