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Name Holding Trade Value Shares
Change
Change in
Stake
3F
576
360 Financial
Minnesota
$592K
CCM
577
Coldstream Capital Management
Washington
$583K -$184K -693 -30%
BAAM
578
Baker Avenue Asset Management
California
$576K +$7.18K +27 +2%
Optiver Holding
579
Optiver Holding
Netherlands
$570K -$8.44M -31,752 -95%
KWM
580
Keebeck Wealth Management
Illinois
$569K +$71.3K +268 +20%
MGIA
581
Moneta Group Investment Advisors
Missouri
$569K +$426K +1,604 New
AI
582
ArchPoint Investors
Florida
$567K
FG
583
Formula Growth
Quebec, Canada
$567K +$425K +1,600 New
KFS
584
Kaizen Financial Strategies
California
$567K -$285K -1,070 -39%
PJSIMP
585
P.J. Schmidt Investment Management (PJS)
Wisconsin
$563K
SFG
586
SNS Financial Group
Minnesota
$553K +$415K +1,560 New
BTI
587
Blue Trust Inc
Georgia
$551K -$453K -1,702 -52%
SP
588
SmartHarvest Portfolios
Washington
$550K +$35.1K +132 +9%
EAN
589
Excelsior Advisor Network
Colorado
$547K +$411K +1,544 New
DT
590
Diversified Trust
Tennessee
$546K +$3.19K +12 +0.8%
CCP
591
Cane Capital Partners
Louisiana
$545K +$409K +1,538 New
SI
592
Symmetry Investments
Jersey
$545K +$409K +1,537 New
WANY
593
Wealthspire Advisors (New York)
New York
$545K +$409K +1,537 New
MAM
594
Mystic Asset Management
Rhode Island
$544K -$93.1K -350 -19%
SSA
595
Schonfeld Strategic Advisors
New York
$537K -$91.4M -343,807 -100%
FM
596
Family Management
New York
$534K +$401K +1,507 New
AM
597
AGF Management
Ontario, Canada
$533K +$399K +1,502 New
CI
598
Clal Insurance
Israel
$532K +$399K +1,500 New
CPWL
599
Coquina Private Wealth LLC
Florida
$532K
SOAMC
600
Spirit of America Management Corp
New York
$532K +$53.2K +200 +15%