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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
601
Integrated Wealth Counsel
California
$71K
NFG
602
Next Financial Group
Texas
$71K
DBT
603
Dubuque Bank & Trust
Iowa
$68K
PCM
604
Prelude Capital Management
New York
$68K +$74K +1,052 New
PHK
605
Point72 Hong Kong
Hong Kong
$67K +$72.6K +1,032 New
PFO
606
Pathstone Family Office
New Jersey
$65K
DA
607
Denali Advisors
California
$64K
JIC
608
Joel Isaacson & Co
New York
$64K
JFGIW
609
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$2.04K +29 +3%
RIA
610
Regal Investment Advisors
Michigan
$62K +$66.9K +951 New
W
611
Wealthfront
California
$61K -$9.15K -130 -12%
OIA
612
Optimum Investment Advisors
Illinois
$59K
SAMC
613
Shinko Asset Management Company
Japan
$58K
TF
614
Tompkins Financial
New York
$58K
WTC
615
WhitTier Trust Company
Nevada
$54K
OSAM
616
O'Shaughnessy Asset Management
Connecticut
$51K -$5.64M -80,211 -99%
MAM
617
Mizuho Asset Management
Japan
$50K +$24K +341 +79%
BOK
618
Bank of Kentucky
Kentucky
$46K
NCMG
619
NCM Capital Management Group
North Carolina
$44K
PSI
620
Pinnacle Summer Investments
Virginia
$40K
GSC
621
Ground Swell Capital
South Carolina
$33K +$18.9K +268 +114%
QAM
622
QCI Asset Management
New York
$32K -$8.72K -124 -20%
WAM
623
Wolverine Asset Management
Illinois
$32K +$8.72K +124 +33%
SCP
624
Syntal Capital Partners
Texas
$31K +$34.1K +484 New
OC
625
Oakworth Capital
Alabama
$28K