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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
351
Harbor Investment Advisory
Maryland
$616K -$353K -8,057 -36%
QT
352
Quantbot Technologies
New York
$596K -$2.55M -58,186 -81%
WSCM
353
Wellington Shields Capital Management
New York
$594K +$35.1K +800 +6%
DPIM
354
Duff & Phelps Investment Management
Illinois
$589K +$28.9K +660 +5%
Westfield Capital Management
355
Westfield Capital Management
Massachusetts
$587K +$594K +13,550 New
EC
356
EdgeRock Capital
Colorado
$583K -$109K -2,487 -16%
S
357
Sunpointe
Missouri
$573K +$25.9K +591 +5%
GC
358
Guggenheim Capital
Illinois
$567K -$89.5K -2,041 -13%
SWM
359
Shelton Wealth Management
Texas
$565K +$194K +4,417 +51%
CHM
360
Collaborative Holdings Management
New York
$563K +$570K +13,000 New
HNB
361
Huntington National Bank
Ohio
$557K +$1.45K +33 +0.3%
LWCFA
362
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$551K
Prudential Financial
363
Prudential Financial
New Jersey
$551K +$557K +12,710 New
ISL
364
Ingalls & Snyder LLC
New York
$534K +$2.41K +55 +0.4%
BFM
365
Boothbay Fund Management
New York
$531K -$307K -7,001 -36%
MIM
366
Montgomery Investment Management
Maryland
$529K -$582K -13,290 -52%
BPA
367
Beacon Pointe Advisors
California
$520K -$4.51K -103 -0.9%
CCC
368
Chelsea Counsel Company
California
$520K
AWS
369
Atria Wealth Solutions
New York
$517K +$38.5K +879 +8%
EWS
370
Eagle Wealth Strategies
New Jersey
$516K -$6.57K -150 -1%
WA
371
Wealth Alliance
New York
$508K -$99.3K -2,266 -16%
DC
372
Davenport & Co
Virginia
$506K
TAM
373
Titleist Asset Management
Texas
$496K -$10.8K -247 -2%
MC
374
Moors & Cabot
Massachusetts
$495K -$52.6K -1,201 -10%
EDRH
375
Edmond de Rothschild Holding
Switzerland
$488K -$1.99M -45,489 -80%