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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$313K +$14.5K +348 +5%
GC
252
Guidance Capital
Kentucky
$313K +$29.9K +721 +11%
ECM
253
Evergreen Capital Management
Washington
$293K -$5.77K -139 -2%
DC
254
Diametric Capital
Massachusetts
$289K +$264K +6,360 New
Capstone Investment Advisors
255
Capstone Investment Advisors
New York
$283K +$259K +6,227 New
SCM
256
Shelton Capital Management
Colorado
$277K -$9.34K -225 -4%
WCA
257
Westover Capital Advisors
Delaware
$271K -$26K -625 -9%
Vanguard Personalized Indexing Management
258
Vanguard Personalized Indexing Management
California
$268K +$26.3K +634 +12%
FTDI
259
First Trust Direct Indexing
Massachusetts
$255K +$7.64K +184 +3%
ONGA
260
O'Neil Global Advisors
California
$255K -$3.28K -79 -1%
EI
261
Ellevest Inc
New York
$254K +$232K +5,582 New
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$243K +$83 +2 +0%
PWPS
263
Pinnacle Wealth Planning Services
Ohio
$238K -$332 -8 -0.2%
SFA
264
Sequoia Financial Advisors
Ohio
$237K -$17.8K -428 -8%
QCG
265
Quadrant Capital Group
Ohio
$236K -$9.72K -234 -4%
MNBTD
266
Moody National Bank Trust Division
Texas
$217K +$199K +4,781 New
FIA
267
Foundations Investment Advisors
Arizona
$215K
MIM
268
Macroview Investment Management
Maryland
$212K
AWM
269
Apollon Wealth Management
South Carolina
$211K -$18.6K -448 -9%
TI
270
Tidal Investments
Wisconsin
$211K +$193K +4,639 New
Franklin Resources
271
Franklin Resources
California
$205K +$187K +4,499 New
AWM
272
Accel Wealth Management
Iowa
$202K +$184K +4,437 New
SRC
273
Sage Rhino Capital
California
$201K +$183K +4,414 New
HI
274
Harbour Investments
Wisconsin
$194K
AIM
275
ARK Investment Management
Florida
$177K -$13.2K -319 -8%