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Name Holding Trade Value Shares
Change
Change in
Stake
A
776
AlphaQuest
New York
$330K +$318K +3,865 New
LEA
777
Legacy Edge Advisors
New York
$328K
PCIG
778
Partners Capital Investment Group
Massachusetts
$326K +$314K +3,817 New
CA
779
Calton & Associates
Florida
$326K +$314K +3,812 New
FFS
780
Founders Financial Securities
Maryland
$322K -$24.2K -294 -7%
MPM
781
MBB Public Markets
Illinois
$322K +$310K +3,762 New
SSW
782
Smith Shellnut Wilson
Mississippi
$321K
MFIM
783
Mesirow Financial Investment Management
Illinois
$320K +$29.6K +360 +11%
KFA
784
Krane Funds Advisors
New York
$319K -$14.7K -179 -5%
TBT
785
Texas Bank & Trust
Texas
$318K -$16.5K -200 -5%
RFS
786
Richardson Financial Services
Massachusetts
$317K
BMCM
787
Bryn Mawr Capital Management
Pennsylvania
$317K +$306K +3,712 New
JSW
788
Journey Strategic Wealth
New Jersey
$315K -$3.05K -37 -1%
DC
789
Diametric Capital
Massachusetts
$314K -$81.1K -985 -21%
EW
790
Element Wealth
Mississippi
$313K +$165 +2 +0.1%
SIS
791
Sound Income Strategies
Florida
$313K -$28.7K -349 -9%
FPWM
792
FSB Premier Wealth Management
Iowa
$312K -$19.5K -237 -6%
MIC
793
Meridian Investment Counsel
California
$308K
WSCM
794
Wellington Shields Capital Management
New York
$308K +$296K +3,600 New
OBAM
795
ODDO BHF Asset Management
France
$306K +$295K +3,584 New
BTI
796
Blue Trust Inc
Georgia
$305K +$68.8K +836 +31%
CWM
797
Congress Wealth Management
Massachusetts
$305K +$295K +3,585 New
JHCP
798
Jackson Hole Capital Partners
Oklahoma
$303K +$292K +3,540 New
CGL
799
Clarius Group LLC
Washington
$302K +$22.8K +277 +9%
BC
800
Bayforest Capital
United Kingdom
$301K +$274K +3,330 +1,708%