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Name Holding Trade Value Shares
Change
Change in
Stake
IF
501
IRON Financial
Illinois
$973K -$117K -520 -11%
OQS
502
Occudo Quantitative Strategies
Florida
$964K +$974K +4,338 New
Marshall Wace
503
Marshall Wace
United Kingdom
$958K +$968K +4,311 New
SSIM
504
Sheets Smith Investment Management
Texas
$956K +$966K +4,301 New
MIC
505
Means Investment Company
Maine
$940K +$75.7K +337 +10%
PWM
506
Purus Wealth Management
California
$939K +$948K +4,222 New
HPWA
507
Hall Private Wealth Advisors
North Carolina
$935K +$945K +4,205 New
CIM
508
Coastal Investment Management
California
$934K +$943K +4,200 New
SLI
509
Sumitomo Life Insurance
Japan
$932K +$941K +4,191 New
FFA
510
First Foundation Advisors
California
$927K +$252K +1,123 +37%
CAN
511
Cetera Advisor Networks
California
$921K -$50.8K -226 -5%
AIL
512
AGF Investments LLC
Ontario, Canada
$908K -$639K -2,845 -41%
KPWS
513
Kestra Private Wealth Services
Texas
$906K +$56.2K +250 +7%
WCA
514
Westover Capital Advisors
Delaware
$904K -$15.7K -70 -2%
ED
515
Exane Derivatives
France
$901K -$40.9K -182 -4%
IWA
516
IVC Wealth Advisors
Pennsylvania
$899K +$909K +4,045 New
SFG
517
Sovereign Financial Group
Connecticut
$898K +$907K +4,038 New
EP
518
Eudaimonia Partners
Tennessee
$895K +$39.3K +175 +5%
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$892K +$281K +1,252 +45%
CAAS
520
Capital Asset Advisory Services
Michigan
$891K +$173K +770 +24%
LAI
521
Legal Advantage Investments
California
$889K +$898K +4,000 New
DBT
522
Dubuque Bank & Trust
Iowa
$876K -$270K -1,200 -23%
OSAM
523
O'Shaughnessy Asset Management
Connecticut
$867K +$478K +2,127 +120%
AWP
524
Ascent Wealth Partners
New York
$866K +$875K +3,894 New
MWM
525
Minot Wealth Management
Massachusetts
$861K +$578K +2,575 +198%