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Name Holding Trade Value Shares
Change 		Change in
Stake
QT
576
Quantamental Technologies
New York
$771K +$381K +27,826 +67%
WWM
577
Wolff Wiese Magana
California
$767K +$106K +7,708 +13%
PAM
578
Panagora Asset Management
Massachusetts
$765K -$7.94M -579,846 -89%
SIG
579
Stonegate Investment Group
Alabama
$751K +$336K +24,511 +57%
FHA
580
Flagship Harbor Advisors
Massachusetts
$742K +$11.2K +821 +1%
CSPIA
581
Cary Street Partners Investment Advisory
Virginia
$728K +$896K +65,428 New
ZCI
582
Zevenbergen Capital Investments
Washington
$725K -$189K -13,775 -17%
IFWM
583
Institute for Wealth Management
Colorado
$725K -$10.7K -785 -1%
AWA
584
Arete Wealth Advisors
Illinois
$725K +$891K +65,078 New
GPCM
585
Granite Point Capital Management
Massachusetts
$723K – – –
FIA
586
Foundations Investment Advisors
Arizona
$722K +$634K +46,332 +244%
JCM
587
Jacobi Capital Management
Pennsylvania
$721K +$113K +8,238 +15%
AWC
588
Abundance Wealth Counselors
Pennsylvania
$721K +$190K +13,874 +27%
OPA
589
Old Port Advisors
Maine
$719K +$3.07K +224 +0.4%
AMIM
590
Aull & Monroe Investment Management
Alabama
$718K – – –
SI
591
Stephens Inc
Arkansas
$718K +$35.6K +2,600 +4%
SIA
592
Strategic Investment Advisors
Michigan
$718K +$265K +19,321 +43%
LWAM
593
Legacy Wealth Asset Management
Minnesota
$714K +$3.11K +227 +0.4%
APWA
594
Atlas Private Wealth Advisors
New Jersey
$706K +$869K +63,450 New
FTDI
595
First Trust Direct Indexing
Massachusetts
$703K +$44.6K +3,254 +5%
RIA
596
Realta Investment Advisors
Delaware
$702K +$233K +17,032 +38%
KA
597
Kovack Advisors
Florida
$700K -$50.3K -3,672 -6%
GT
598
Greenleaf Trust
Michigan
$700K +$25.1K +1,834 +3%
AG
599
Algert Global
California
$693K – – –
MFA
600
Mayflower Financial Advisors
Massachusetts
$693K +$25.9K +1,888 +3%
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