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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
701
CSat Investment Advisory
Michigan
$103K +$25K +380 +33%
MAM
702
Marquette Asset Management
Minnesota
$101K
CT
703
Caldwell Trust
Florida
$101K +$98.6K +1,500 New
PAM
704
Paradigm Asset Management
New York
$94.2K -$13.2K -200 -13%
FGAM
705
Financial Gravity Asset Management
Texas
$88K -$8.68K -132 -9%
AIM
706
AIA Investment Management
Singapore
$87K +$21.8K +332 +35%
HFM
707
Harvest Fund Management
China
$84K -$74.2K -1,128 -49%
O
708
Ossiam
France
$82K -$2.74M -41,620 -97%
AF
709
Advisornet Financial
Minnesota
$81K +$26.3K +400 +50%
Loomis, Sayles & Company
710
Loomis, Sayles & Company
Massachusetts
$74K +$6.84K +104 +10%
CAW
711
Cornerstone Advisors (Washington)
Washington
$67K +$4.74K +72 +8%
TI
712
tru Independence
Oregon
$66K +$101K +1,532 New
GLI
713
Guardian Life Insurance
New York
$65K
TPCW
714
TD Private Client Wealth
New York
$60K +$58.7K +892 New
TFA
715
Toth Financial Advisory
Virginia
$59K -$14.5K -220 -20%
Marshall Wace
716
Marshall Wace
United Kingdom
$55K -$10.3M -157,160 -99%
OPS
717
Orion Portfolio Solutions
Nebraska
$51K +$49.7K +756 New
BL
718
Balentine LLC
Georgia
$49K +$48.1K +732 New
SIM
719
Sonora Investment Management
Arizona
$47K
EW
720
Evoke Wealth
California
$44.9K
KPW
721
Kore Private Wealth
New York
$41K +$40K +608 New
PCG
722
Private Capital Group
Connecticut
$39K +$34.2K +520 +722%
S
723
SignatureFD
Georgia
$38K -$2.1K -32 -5%
VCM
724
Vigilant Capital Management
Maine
$38K +$37.6K +572 New
SIAS
725
Shine Investment Advisory Services
Colorado
$36K +$3.42K +52 +11%