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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
601
J.W. Cole Advisors
Florida
$538K +$483K +13,199 New
BMA
602
Brooks Moore & Associates
Tennessee
$533K -$72K -1,968 -13%
Exencial Wealth Advisors
603
Exencial Wealth Advisors
Oklahoma
$532K +$478K +13,048 New
TD Ameritrade Investment Management
604
TD Ameritrade Investment Management
Nebraska
$527K +$19.7K +539 +4%
Fred Alger Management
605
Fred Alger Management
New York
$523K +$169K +4,613 +56%
Cubist Systematic Strategies
606
Cubist Systematic Strategies
Connecticut
$520K -$8.73M -238,430 -95%
NL
607
NWAM LLC
Washington
$519K +$466K +12,739 New
Man Group
608
Man Group
United Kingdom
$518K -$741K -20,233 -61%
Horizon Kinetics Asset Management
609
Horizon Kinetics Asset Management
New York
$516K +$56.6K +1,547 +14%
MAA
610
Mraz Amerine & Associates
California
$514K +$110 +3 +0%
Acadian Asset Management
611
Acadian Asset Management
Massachusetts
$510K +$124K +3,401 +37%
Kingsview Wealth Management
612
Kingsview Wealth Management
Oregon
$509K +$66.3K +1,810 +17%
WIC
613
Wilkins Investment Counsel
Massachusetts
$507K -$24.9K -681 -5%
RWA
614
Ropes Wealth Advisors
Massachusetts
$505K +$5.16K +141 +1%
Wedbush Securities
615
Wedbush Securities
California
$500K +$98.3K +2,685 +28%
Evercore Wealth Management
616
Evercore Wealth Management
New York
$499K -$48.4K -1,323 -10%
CC
617
Courier Capital
New York
$498K -$117K -3,209 -21%
Belpointe Asset Management
618
Belpointe Asset Management
Nevada
$498K +$34.3K +938 +8%
Level Four Advisory Services
619
Level Four Advisory Services
Texas
$495K -$21.5K -588 -5%
CIAS
620
Capital Investment Advisory Services
North Carolina
$495K -$9.85K -269 -2%
Vident Investment Advisory
621
Vident Investment Advisory
Georgia
$495K +$6.26K +171 +1%
DMK
622
David M. Knott
$494K – – –
ADL
623
Asset Dedication LLC
California
$494K +$39.4K +1,077 +10%
IMOV
624
Investment Management of Virginia
Virginia
$493K +$35.7K +976 +9%
JHCP
625
Jackson Hole Capital Partners
Oklahoma
$490K -$2.23K -61 -0.5%