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Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
151
Blue Square Asset Management
New York
$257K -$336K -1,154 -59%
BMSSC
152
B. Metzler seel. Sohn & Co
Germany
$252K +$21.8K +75 +10%
YCM
153
Yousif Capital Management
Michigan
$249K
PFS
154
Prospera Financial Services
Texas
$247K +$228K +784 New
LNWWM
155
Laird Norton Wetherby Wealth Management
California
$245K +$6.11K +21 +3%
OFS
156
OneAscent Financial Services
Alabama
$242K +$223K +766 New
PAM
157
Panagora Asset Management
Massachusetts
$238K
AC
158
Aristides Capital
Kentucky
$228K +$210K +722 New
VF
159
Virtu Financial
New York
$221K +$204K +700 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$219K +$104K +356 +106%
FTDI
161
First Trust Direct Indexing
Massachusetts
$215K +$199K +683 New
TC
162
TownSquare Capital
Utah
$207K +$582 +2 +0.3%
QCG
163
Quadrant Capital Group
Ohio
$187K +$35.8K +123 +26%
S
164
SignatureFD
Georgia
$167K -$36.6K -126 -19%
HNWAG
165
High Net Worth Advisory Group
Florida
$158K
FPS
166
Fieldpoint Private Securities
Connecticut
$139K +$50.3K +173 +65%
PA
167
Parallel Advisors
California
$93K -$25.3K -87 -23%
SOW
168
State of Wyoming
Wyoming
$86K +$10.8K +37 +16%
CI Investments Inc
169
CI Investments Inc
Ontario, Canada
$80K -$4.65K -16 -6%
IA
170
IFP Advisors
Florida
$69K +$76.8K +264 +67%
Lazard Asset Management
171
Lazard Asset Management
New York
$61K
ACA
172
Atlas Capital Advisors
Wyoming
$56.8K
SPIA
173
Steward Partners Investment Advisory
New York
$55K +$28.2K +97 +126%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$45K +$22.4K +77 +117%
ED
175
Exane Derivatives
France
$35K -$9.01K -31 -22%