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Name Holding Trade Value Shares
Change
Change in
Stake
QI
351
Qtron Investments
Massachusetts
$318K -$913 -19 -0.3%
UCI
352
Uncommon Cents Investing
Wisconsin
$317K +$93.3K +1,940 +42%
KFA
353
Kelleher Financial Advisors
New York
$315K +$4.57K +95 +1%
VWM
354
Venturi Wealth Management
Texas
$309K +$99.6K +2,072 +48%
SFS
355
Sowell Financial Services
Arkansas
$308K +$29.8K +619 +11%
WS
356
Wedbush Securities
California
$306K -$69.7K -1,449 -19%
Bessemer Group
357
Bessemer Group
New Jersey
$304K -$13.7K -284 -4%
SCM
358
Shelton Capital Management
Colorado
$303K
FMP
359
Financial Management Professionals
Texas
$300K -$1.2K -25 -0.4%
MCM
360
MAI Capital Management
Ohio
$293K +$58.8K +1,224 +25%
ATIA
361
American Trust Investment Advisors
New Hampshire
$292K
GAM
362
Gotham Asset Management
New York
$290K +$290K +6,040 New
CCM
363
Coldstream Capital Management
Washington
$288K +$62.8K +1,307 +28%
CMMS
364
Comprehensive Money Management Services
Florida
$285K -$47.1K -980 -14%
EFS
365
Essex Financial Services
Connecticut
$274K +$2.4K +50 +0.9%
SL
366
Summitry LLC
California
$272K +$54.6K +1,136 +25%
Envestnet Portfolio Solutions
367
Envestnet Portfolio Solutions
Illinois
$272K -$25.7K -535 -9%
EWA
368
EP Wealth Advisors
California
$271K +$271K +5,638 New
TCM
369
TT Capital Management
California
$270K +$9.13K +190 +4%
PCIA
370
Prime Capital Investment Advisors
Kansas
$266K +$8.85K +184 +3%
CLA
371
Carnegie Lake Advisors
New Jersey
$264K -$149K -3,100 -36%
1832 Asset Management
372
1832 Asset Management
Ontario, Canada
$262K -$255K -5,300 -49%
RWMG
373
Redwood Wealth Management Group
New Jersey
$261K
BA
374
Bridgewater Advisors
New York
$260K -$14.2K -296 -6%
AWM
375
Avior Wealth Management
Nebraska
$258K -$266K -5,532 -51%