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Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
351
Advisory Services Network
Georgia
$329K -$809K -9,940 -71%
N
352
Numerai
California
$325K +$333K +4,087 New
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$325K +$333K +4,087 New
WWP
354
Waypoint Wealth Partners
California
$324K – – –
MGP
355
Metis Global Partners
California
$324K +$36K +442 +12%
PFO
356
Pathstone Family Office
New Jersey
$316K +$324K +3,976 New
S
357
SignatureFD
Georgia
$294K +$159K +1,950 +111%
NS
358
NBC Securities
Alabama
$289K +$297K +3,643 New
FTDI
359
First Trust Direct Indexing
Massachusetts
$289K +$14.4K +177 +5%
BAM
360
Blueshift Asset Management
New Jersey
$277K -$808K -9,920 -74%
TRCT
361
Tower Research Capital (TRC)
New York
$276K -$340K -4,172 -55%
VA
362
Vident Advisory
Georgia
$273K +$279K +3,430 New
BCV
363
Banque Cantonale Vaudoise
Switzerland
$269K +$72K +884 +35%
AWM
364
Apollon Wealth Management
South Carolina
$269K +$275K +3,379 New
NC
365
NinePointTwo Capital
California
$262K +$269K +3,300 New
FFM
366
Forum Financial Management
Illinois
$256K – – –
GAM
367
Gotham Asset Management
New York
$255K -$164K -2,009 -38%
N
368
Natixis
France
$251K +$202K +2,479 +366%
CI
369
Cigna Investments
Connecticut
$247K – – –
BHCM
370
Brevan Howard Capital Management
Jersey
$245K +$251K +3,078 New
AI
371
Atom Investors
Texas
$243K +$249K +3,058 New
SPC
372
Sigma Planning Corp
Michigan
$238K +$244K +3,001 New
SPM
373
Symmetry Peak Management
Pennsylvania
$238K -$529K -6,500 -68%
ERWM
374
Elk River Wealth Management
Colorado
$238K – – –
YCM
375
Yousif Capital Management
Michigan
$232K +$11.8K +145 +5%
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