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Digital Turbine

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
226
Dupont Capital Management
Delaware
$339K -$255K -4,113 -45%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$332K -$11.3K -182 -4%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$321K -$38.6K -622 -12%
IFG
229
Independent Financial Group
California
$318K -$498K -8,027 -63%
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$317K -$117K -1,879 -29%
EPWM
231
Essex Private Wealth Management
Massachusetts
$302K -$33.4K -539 -11%
RWA
232
Ropes Wealth Advisors
Massachusetts
$295K
Creative Planning
233
Creative Planning
Kansas
$290K +$33.8K +545 +15%
HR
234
Hayden Royal
North Carolina
$290K +$262K +4,220 New
MWM
235
Mission Wealth Management
California
$289K +$62 +1 +0%
TSS
236
Two Sigma Securities
New York
$282K +$51.7K +833 +25%
XT
237
XTX Topco
Cayman Islands
$278K +$251K +4,042 New
CCA
238
Catalyst Capital Advisors
New York
$276K
DAS
239
Dynamic Advisor Solutions
Arizona
$276K +$41.4K +667 +20%
QT
240
Quantamental Technologies
New York
$275K +$56.6K +913 +30%
GF
241
Gabelli Funds
New York
$275K +$248K +4,000 New
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$265K +$239K +3,850 New
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$253K
MWC
244
MBM Wealth Consultants
Missouri
$251K +$227K +3,655 New
TFA
245
Toth Financial Advisory
Virginia
$241K +$217K +3,500 New
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$239K +$112K +1,814 +109%
Credit Agricole
247
Credit Agricole
France
$229K -$2.17K -35 -1%
FB
248
First Bancorp
Maine
$227K +$205K +3,305 New
Vanguard Personalized Indexing Management
249
Vanguard Personalized Indexing Management
California
$226K -$76K -1,225 -27%
GIA
250
Gladstone Institutional Advisory
Florida
$223K -$40.6K -655 -17%