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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
751
Perbak Capital Partners
United Kingdom
$367K +$404K +10,521 New
PMSA
752
Patrick M. Sweeney & Associates
Illinois
$367K +$14.7K +384 +4%
VSQM
753
V-Square Quantitative Management
Illinois
$366K -$24.3K -634 -6%
WA
754
WealthTrust Axiom
Pennsylvania
$366K -$192 -5 -0%
TG
755
TCW Group
California
$363K +$399K +10,394 New
TC
756
TownSquare Capital
Utah
$363K -$16.7K -434 -4%
MA
757
Mutual Advisors
Nebraska
$354K -$93.4K -2,433 -17%
SAM
758
Smartleaf Asset Management
Massachusetts
$353K -$10K -261 -2%
HI
759
Horizon Investments
North Carolina
$353K +$19.6K +510 +5%
FFM
760
Forum Financial Management
Illinois
$352K -$53.5K -1,394 -12%
HR
761
Howe & Rusling
New York
$351K +$8.53K +222 +2%
Robeco Institutional Asset Management
762
Robeco Institutional Asset Management
Netherlands
$351K -$846K -22,024 -69%
WCM
763
Winebrenner Capital Management
Kentucky
$349K -$384K -10,000 -50%
BIA
764
Beacon Investment Advisors
Maryland
$349K
WTG
765
West Tower Group
Virginia
$349K +$57.6K +1,500 +18%
CIA
766
Capital Investment Advisors
Georgia
$348K -$43.1K -1,122 -10%
SPF
767
South Plains Financial
Texas
$348K +$185K +4,818 +94%
CWP
768
Cyndeo Wealth Partners
Florida
$346K -$1.57K -41 -0.4%
IAS
769
Insigneo Advisory Services
Florida
$346K +$18.2K +475 +5%
BAM
770
Belpointe Asset Management
Nevada
$346K +$78.3K +2,040 +26%
FNBTCON
771
First National Bank & Trust Co of Newtown
Pennsylvania
$346K -$1.92K -50 -0.5%
MM
772
MQS Management
New York
$345K +$379K +9,872 New
OA
773
Oxbow Advisors
Texas
$345K
CIS
774
Capital International Sarl
California
$345K +$147K +3,827 +63%
BFPW
775
BOK Financial Private Wealth
Colorado
$344K -$998 -26 -0.3%