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Name Holding Trade Value Shares
Change
Change in
Stake
CMF
1001
Counterpoint Mutual Funds
California
$258K +$238K +1,384 New
PGAM
1002
Princeton Global Asset Management
New Jersey
$257K -$172K -1,000 -42%
CPIG
1003
Chicago Partners Investment Group
Illinois
$257K -$7.57K -44 -3%
MPW
1004
Monterey Private Wealth
California
$255K
MFG
1005
Merit Financial Group
Georgia
$254K +$7.57K +44 +3%
SXL
1006
Summit X LLC
Missouri
$253K -$516 -3 -0.2%
OIA
1007
OneDigital Investment Advisors
Kansas
$253K -$540K -3,138 -70%
Fisher Asset Management
1008
Fisher Asset Management
Washington
$252K +$15.3K +89 +7%
SC
1009
Savant Capital
Illinois
$252K -$24.3K -141 -9%
PCIG
1010
Partners Capital Investment Group
Massachusetts
$250K +$231K +1,340 New
FCB
1011
First County Bank
Connecticut
$249K +$230K +1,335 New
SIC
1012
Salem Investment Counselors
North Carolina
$248K -$46.5K -270 -17%
SAM
1013
Strategy Asset Managers
California
$248K +$4.13K +24 +2%
RZH
1014
Relyea Zuckerberg Hanson
Connecticut
$247K +$228K +1,323 New
LL
1015
LPWM LLC
Minnesota
$247K
IIC
1016
Integrated Investment Consultants
Michigan
$246K -$1.21K -7 -0.5%
OQS
1017
Occudo Quantitative Strategies
Florida
$246K -$79.9K -464 -26%
AP
1018
Atwood & Palmer
Missouri
$245K +$76.4K +444 +51%
AAS
1019
Annex Advisory Services
Wisconsin
$244K -$14.8K -86 -6%
ACM
1020
AUA Capital Management
Pennsylvania
$244K -$43K -250 -16%
TF
1021
Tompkins Financial
New York
$243K
TFS
1022
Thoroughbred Financial Services
Tennessee
$241K
PWP
1023
Perfromance Wealth Partners
Illinois
$241K -$47K -273 -17%
SIA
1024
SkyView Investment Advisors
New Jersey
$240K -$578K -3,357 -72%
I
1025
IMPACTfolio
Colorado
$240K -$2.06K -12 -0.9%