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BJs Wholesale Club

Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
276
Legacy Wealth Asset Management
Minnesota
$709K +$3.56K +51 +0.5%
JF
277
JSF Financial
California
$706K +$651K +9,335 New
GAM
278
Gotham Asset Management
New York
$692K +$36.2K +520 +6%
DZ Bank
279
DZ Bank
Germany
$675K
CCM
280
Coldstream Capital Management
Washington
$670K +$36.9K +530 +6%
STA
281
Summit Trail Advisors
New York
$666K -$77.8K -1,116 -11%
ETC
282
Exchange Traded Concepts
Oklahoma
$656K -$9.62K -138 -2%
SWS
283
SYSTM Wealth Solutions
Illinois
$654K -$558 -8 -0.1%
Creative Planning
284
Creative Planning
Kansas
$635K -$21.1K -302 -3%
GC
285
Guggenheim Capital
Illinois
$634K +$270K +3,876 +86%
MAM
286
Milestone Asset Management
Pennsylvania
$613K +$565K +8,104 New
EGM
287
Engineers Gate Manager
New York
$607K -$2.41M -34,628 -81%
MYIA
288
Mount Yale Investment Advisors
Colorado
$602K +$271K +3,883 +95%
RFC
289
Regions Financial Corp
Alabama
$590K -$23.4K -335 -4%
XSC
290
X-Square Capital
Puerto Rico
$561K +$523K +7,510 New
URS
291
Utah Retirement Systems
Utah
$552K -$6.97K -100 -1%
SGI
292
Summit Global Investments
Utah
$551K -$257K -3,692 -34%
EI
293
Ethic Inc
New York
$550K +$80.9K +1,161 +19%
DM
294
Deerfield Management
New York
$526K +$485K +6,956 New
Rafferty Asset Management
295
Rafferty Asset Management
New York
$524K -$151K -2,170 -24%
PWG
296
Portside Wealth Group
Utah
$522K +$6.62K +95 +1%
DAS
297
Diversify Advisory Services
Utah
$514K +$480K +6,880 New
Bank of Nova Scotia
298
Bank of Nova Scotia
Ontario, Canada
$511K +$48.9K +701 +12%
IP
299
Isthmus Partners
Wisconsin
$510K
FIM
300
Freedom Investment Management
Connecticut
$498K -$126K -1,804 -22%