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Name Holding Trade Value Shares
Change
Change in
Stake
1IA
626
1834 Investment Advisors
Wisconsin
$373K -$94.5K -665 -21%
BMC
627
Beaton Management Company
Massachusetts
$371K
IR
628
Invictus RG
Bermuda
$371K +$350K +2,466 New
Qube Research & Technologies (QRT)
629
Qube Research & Technologies (QRT)
United Kingdom
$370K +$349K +2,459 New
GEM
630
Global Endowment Management
North Carolina
$369K
BFC
631
Bedel Financial Consulting
Indiana
$367K
GWM
632
GSB Wealth Management
Connecticut
$365K
KRSITF
633
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$364K -$2.7K -19 -0.8%
AF
634
Allworth Financial
California
$361K -$2.27K -16 -0.7%
NFG
635
Next Financial Group
Texas
$360K -$221K -1,554 -39%
FT
636
Fiduciary Trust
Massachusetts
$360K +$2.56K +18 +0.8%
BFS
637
Bradley Foster & Sargent
Connecticut
$353K
CPA
638
Capital Planning Advisors
California
$353K +$334K +2,350 New
CIC
639
Crawford Investment Counsel
Georgia
$352K
GCA
640
Gideon Capital Advisors
New York
$349K +$329K +2,318 New
WA
641
WBH Advisory
Maryland
$348K -$26.8K -189 -8%
CL
642
Choreo LLC
Illinois
$347K +$8.38K +59 +3%
BCM
643
BTR Capital Management
California
$346K
CAAS
644
Capital Asset Advisory Services
Michigan
$346K
GAMA
645
Graticule Asia Macro Advisors
New York
$346K +$327K +2,300 New
CPSAC
646
Chas P. Smith & Associates (CPS)
Florida
$342K +$8.81K +62 +3%
CFGS
647
Concourse Financial Group Securities
Alabama
$338K +$319K +2,247 New
VDI
648
Vaughan David Investments
Illinois
$336K
BHWM
649
Bar Harbor Wealth Management
New Hampshire
$332K -$68.8K -484 -18%
HCM
650
Howland Capital Management
Massachusetts
$328K +$28.4K +200 +10%