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Name Holding Trade Value Shares
Change
Change in
Stake
NW
226
Naviter Wealth
Arkansas
$912K +$111K +1,260 +17%
NL
227
NKCFO LLC
Illinois
$895K +$751K +8,500 New
GC
228
Guggenheim Capital
Illinois
$895K +$58.6K +664 +8%
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$892K -$504K -5,708 -40%
BAM
230
Berkshire Asset Management
Pennsylvania
$868K
ACM
231
AlphaStar Capital Management
North Carolina
$853K -$72.5K -821 -9%
G
232
GenTrust
Florida
$842K
SAM
233
Storebrand Asset Management
Norway
$822K
IFG
234
Independent Financial Group
California
$817K +$685K +7,757 New
WCM Investment Management
235
WCM Investment Management
California
$792K -$3.53K -40 -0.5%
SC
236
Shay Capital
New York
$790K -$618K -7,000 -48%
FAM
237
Fred Alger Management
New York
$790K +$662K +7,500 New
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$779K +$54.1K +613 +8%
Acadian Asset Management
239
Acadian Asset Management
Massachusetts
$756K
PS
240
Principal Securities
Iowa
$755K -$9.01K -102 -1%
IWC
241
Integrated Wealth Concepts
Massachusetts
$748K +$158K +1,792 +34%
Mitsubishi UFJ Trust & Banking
242
Mitsubishi UFJ Trust & Banking
Japan
$742K -$1.38M -15,658 -69%
QI
243
Qtron Investments
Massachusetts
$738K
RS
244
Rakuten Securities
Japan
$714K +$335K +3,790 +127%
UWS
245
Unique Wealth Strategies
Illinois
$707K -$15.7K -178 -3%
Royal London Asset Management
246
Royal London Asset Management
United Kingdom
$696K
IWM
247
IHT Wealth Management
Illinois
$676K -$1.03M -11,641 -64%
SIA
248
Sit Investment Associates
Minnesota
$676K +$39.7K +450 +8%
BBP
249
Banco BTG Pactual
Brazil
$663K
CCM
250
Coldstream Capital Management
Washington
$653K +$548K +6,205 New