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Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Caprock Group
Idaho
$405K +$297K +2,354 New
ST
527
Smithfield Trust
Pennsylvania
$404K +$7.56K +60 +3%
BCM
528
Beck Capital Management
Texas
$398K +$291K +2,309 New
OIA
529
OneDigital Investment Advisors
Kansas
$397K -$126K -1,000 -33%
VCA
530
Verdence Capital Advisors
Maryland
$397K +$290K +2,303 New
MYAM
531
Meiji Yasuda Asset Management
Japan
$391K +$286K +2,270 New
Cetera Investment Advisers
532
Cetera Investment Advisers
Illinois
$389K -$58.6K -465 -17%
SFA
533
Sequoia Financial Advisors
Ohio
$387K +$283K +2,246 New
TP
534
Truvvo Partners
New York
$386K
WAS
535
Wealth Advisory Solutions
Indiana
$381K +$280K +2,218 New
Westfield Capital Management
536
Westfield Capital Management
Massachusetts
$375K -$410K -3,250 -60%
LHC
537
Little House Capital
Massachusetts
$375K -$195K -1,545 -41%
TIS
538
Tortoise Index Solutions
Kansas
$372K -$363K -2,879 -57%
PSUF
539
People's United Financial
Connecticut
$367K +$269K +2,138 New
MPM
540
Meritage Portfolio Management
Kansas
$366K +$268K +2,125 New
AWS
541
AJ Wealth Strategies
New York
$359K +$263K +2,083 New
FDCDDQ
542
Federation des caisses Desjardins du Quebec
Quebec, Canada
$357K +$84.2K +668 +48%
AAM
543
Aureus Asset Management
Massachusetts
$355K -$61.3K -486 -19%
WJWM
544
Williams Jones Wealth Management
New York
$349K +$255K +2,025 New
CPIG
545
Chicago Partners Investment Group
Illinois
$348K +$223K +1,771 New
TRCT
546
Tower Research Capital (TRC)
New York
$348K +$255K +2,021 New
MIP
547
Marietta Investment Partners
Wisconsin
$348K +$255K +2,022 New
SDH
548
Sloy Dahl & Holst
Washington
$341K +$250K +1,981 New
SW
549
SteelPeak Wealth
California
$336K +$246K +1,954 New
HI
550
Hudock Inc
Pennsylvania
$334K