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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
Dynasty Wealth Management
Florida
$617K +$118K +1,467 +22%
SAM
402
Smartleaf Asset Management
Massachusetts
$614K +$83.1K +1,035 +15%
MCC
403
Money Concepts Capital
Florida
$611K -$17K -212 -3%
BPWM
404
Badgley Phelps Wealth Managers
Washington
$599K -$13.2K -165 -2%
PA
405
Pinnacle Associates
New York
$590K -$61.2K -762 -9%
TP
406
TritonPoint Partners
Maryland
$583K +$616K +7,668 New
NDSIB
407
North Dakota State Investment Board
North Dakota
$567K +$598K +7,448 New
YIH
408
Y-Intercept (HK)
Hong Kong
$564K +$595K +7,414 New
IFU
409
iSAM Funds (UK)
United Kingdom
$561K -$267K -3,325 -31%
VSQM
410
V-Square Quantitative Management
Illinois
$554K +$585K +7,285 New
WIS
411
Wright Investors Service
Connecticut
$550K -$1.77K -22 -0.3%
SAM
412
Sompo Asset Management
Japan
$549K +$134K +1,670 +30%
RSA
413
River Street Advisors
Illinois
$544K -$13K -162 -2%
IA
414
Inspire Advisors
Idaho
$542K +$572K +7,127 New
PS
415
Principal Securities
Iowa
$536K -$542K -6,748 -49%
FFM
416
Forum Financial Management
Illinois
$536K +$38.6K +481 +7%
BFM
417
Boothbay Fund Management
New York
$530K +$559K +6,969 New
MGP
418
Metis Global Partners
California
$528K -$31.7K -395 -5%
ATPW
419
Ashton Thomas Private Wealth
Arizona
$515K -$963 -12 -0.2%
Osaic Holdings
420
Osaic Holdings
Arizona
$503K -$1.82M -22,664 -77%
Brown Advisory
421
Brown Advisory
Maryland
$494K -$19.8K -246 -4%
PCA
422
Peddock Capital Advisors
Massachusetts
$481K -$29.8K -371 -6%
QIM
423
Quantitative Investment Management
Virginia
$480K -$948K -11,806 -65%
WTA
424
Washington Trust Advisors
Massachusetts
$472K -$255K -3,180 -34%
FFN
425
Focus Financial Network
Minnesota
$469K -$6.02K -75 -1%