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Name Holding Trade Value Shares
Change
Change in
Stake
OQS
576
Occudo Quantitative Strategies
Florida
$295K +$305K +2,111 New
AIMCA
577
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$293K
TSWM
578
Triangle Securities Wealth Management
North Carolina
$293K -$4.91K -34 -2%
CCFCSB
579
Cape Cod Five Cents Savings Bank
Massachusetts
$292K +$302K +2,094 New
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$291K +$38.1K +264 +14%
GC
581
Guidance Capital
Kentucky
$289K
CPA
582
Cardiff Park Advisors
California
$288K +$298K +2,065 New
CG
583
Colony Group
Massachusetts
$287K
SCG
584
Sonata Capital Group
Washington
$287K
AIM
585
Avity Investment Management
Connecticut
$285K -$43.3K -300 -13%
RBC
586
Romano Brothers & Co
Illinois
$284K +$25.3K +175 +9%
KWM
587
Kingsview Wealth Management
Oregon
$283K -$5.05K -35 -2%
IWM
588
IHT Wealth Management
Illinois
$283K +$29K +201 +11%
FTDI
589
First Trust Direct Indexing
Massachusetts
$280K +$22.5K +156 +8%
PTC
590
Private Trust Company
Ohio
$280K -$144 -1 -0%
FMAEN1
591
Fund Management at Engine No 1
California
$279K +$26K +180 +10%
PWP
592
Principle Wealth Partners
Connecticut
$279K
HCM
593
Hengehold Capital Management
Ohio
$277K
HWA
594
Heritage Wealth Advisors
Virginia
$276K
RIG
595
Renaissance Investment Group
Massachusetts
$272K
SPC
596
Stewart & Patten Company
California
$272K
HI
597
Horizon Investments
North Carolina
$272K +$4.04K +28 +1%
VVP
598
Venture Visionary Partners
Ohio
$265K
CWM
599
Compass Wealth Management
Connecticut
$265K
Los Angeles Capital Management
600
Los Angeles Capital Management
California
$264K -$31.8K -220 -10%