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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
501
SteelPeak Wealth
California
$1.22M +$188K +653 +16%
TGAM
502
TBH Global Asset Management
Tennessee
$1.21M – – –
RA
503
Rational Advisors
New York
$1.2M -$66.3K -230 -5%
EI
504
Ethic Inc
New York
$1.2M +$209K +724 +18%
CRWM
505
Castle Rock Wealth Management
California
$1.19M +$23.1K +80 +2%
IWM
506
IHT Wealth Management
Illinois
$1.19M -$34.3K -119 -3%
BCI
507
Brinker Capital Investments
Pennsylvania
$1.17M – – –
SFI
508
SPC Financial Inc
Maryland
$1.16M +$191K +663 +17%
FC
509
FORA Capital
Florida
$1.15M +$1.29M +4,460 New
DF
510
Donoghue Forlines
Massachusetts
$1.13M -$147K -510 -10%
PAMP
511
Polar Asset Management Partners
Ontario, Canada
$1.12M +$1.25M +4,340 New
CCA
512
Checchi Capital Advisers
California
$1.11M -$562K -1,952 -31%
AT
513
Arden Trust
Delaware
$1.11M +$353K +1,225 +40%
FFA
514
First Foundation Advisors
California
$1.11M +$55.3K +192 +5%
MSE
515
MUFG Securities EMEA
United Kingdom
$1.1M -$2.8M -9,735 -69%
CCP
516
Corient Capital Partners
California
$1.1M +$17.3K +60 +1%
FNBT
517
FineMark National Bank & Trust
Florida
$1.1M +$5.19K +18 +0.4%
TI
518
Tidal Investments
Wisconsin
$1.1M +$151K +524 +14%
GAA
519
Green Alpha Advisors
Colorado
$1.09M +$11.2K +39 +0.9%
CCM
520
Conway Capital Management
California
$1.09M +$63.4K +220 +6%
CIM
521
Coastal Investment Management
California
$1.08M – – –
AIP
522
Ameritas Investment Partners
Nebraska
$1.07M – – –
MIM
523
Moseley Investment Management
Florida
$1.07M +$32K +111 +3%
VFA
524
Valeo Financial Advisors
Indiana
$1.07M +$95.1K +330 +9%
BCM
525
Bridgeway Capital Management
Texas
$1.05M – – –
19 20
21
22 23