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Name Holding Trade Value Shares
Change
Change in
Stake
CP
676
Camelot Portfolios
Ohio
$514K -$44.7K -3,393 -7%
AC
677
Apella Capital
Connecticut
$514K +$65K +4,932 +14%
PNC
678
Park National Corp
Ohio
$513K -$10.6K -805 -2%
AMIM
679
Aull & Monroe Investment Management
Alabama
$506K +$44.8K +3,400 +8%
RSWM
680
Robertson Stephens Wealth Management
California
$504K +$13.2K +1,005 +2%
JCM
681
Jacobi Capital Management
Pennsylvania
$504K -$3.5K -266 -0.6%
AssetMark Inc
682
AssetMark Inc
California
$504K +$55.3K +4,200 +11%
IFWM
683
Institute for Wealth Management
Colorado
$503K -$6.56K -498 -1%
AAA
684
American Alpha Advisors
New York
$501K -$49.5K -3,759 -8%
ETC
685
Exchange Traded Concepts
Oklahoma
$500K -$9.09M -690,426 -94%
KWA
686
Kingswood Wealth Advisors
California
$498K -$88.5K -6,716 -13%
S
687
SignatureFD
Georgia
$498K -$56.5K -4,287 -9%
FFWM
688
Future Financial Wealth Management
Ohio
$497K -$50.7K -3,852 -9%
FM
689
Foster & Motley
Ohio
$496K -$6.15K -467 -1%
IRP
690
Investment Research Partners
Pennsylvania
$493K +$2.65K +201 +0.5%
AAP
691
Arax Advisory Partners
Colorado
$492K -$543K -41,266 -49%
CCM
692
Cinctive Capital Management
New York
$489K -$89.9K -6,827 -14%
SC
693
Syon Capital
California
$488K +$4.73K +359 +0.9%
CIC
694
Carnegie Investment Counsel
Ohio
$483K
OQS
695
Occudo Quantitative Strategies
Florida
$483K -$34.9K -2,652 -6%
WG
696
Winton Group
United Kingdom
$483K -$9.34M -709,262 -94%
PA
697
Planning Alternatives
Michigan
$479K -$4.75K -361 -0.9%
SW
698
SkyOak Wealth
Michigan
$478K -$1.28K -97 -0.2%
ACM
699
Advisors Capital Management
New Jersey
$476K +$42.9K +3,256 +9%
MGIA
700
Moneta Group Investment Advisors
Missouri
$474K +$15.2K +1,155 +3%