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Name Holding Trade Value Shares
Change
Change in
Stake
AG
576
Ascent Group
Virginia
$207K +$200K +714 New
PFPG
577
Pinnacle Financial Partners (Georgia)
Georgia
$205K +$198K +707 New
PCM
578
Prelude Capital Management
New York
$205K +$198K +706 New
PCM
579
Parsons Capital Management
Rhode Island
$203K – – –
IQI
580
Integrated Quantitative Investments
Washington
$203K +$197K +700 New
HIA
581
Harbor Investment Advisory
Maryland
$203K -$47.4K -169 -19%
BFW
582
Brady Family Wealth
Missouri
$202K -$2.81K -10 -1%
SA
583
Sovran Advisors
California
$201K +$195K +694 New
OWP
584
ORG Wealth Partners
Texas
$191K +$101K +358 +119%
BWM
585
Bullock Wealth Management
Indiana
$186K +$281 +1 +0.2%
ETC
586
Exchange Traded Concepts
Oklahoma
$186K – – –
LSA
587
Leonteq Securities AG
Switzerland
$186K +$39.9K +142 +28%
N
588
Natixis
France
$183K -$1.52M -5,419 -90%
GBT
589
Grove Bank & Trust
Florida
$181K +$175K +625 New
TE
590
Tema ETFs
New York
$180K +$174K +619 New
BWA
591
Basecamp Wealth Advisors
Washington
$179K +$173K +616 New
CA
592
CoreCap Advisors
Michigan
$175K -$89.8K -320 -35%
AF
593
Advisornet Financial
Minnesota
$168K +$3.37K +12 +2%
RP
594
Rowlandmiller & Partners
Georgia
$158K -$35.1K -125 -19%
MUMSS
595
Mitsubishi UFJ Morgan Stanley Securities
Japan
$156K +$151K +538 New
HFS
596
Hantz Financial Services
Michigan
$152K +$33.1K +118 +29%
PWMA
597
Pension & Wealth Management Advisors
Massachusetts
$148K +$143K +509 New
GRP
598
Global Retirement Partners
California
$144K +$21.9K +78 +19%
C
599
Covestor
United Kingdom
$134K +$98K +349 +312%
DAM
600
Delta Asset Management
Tennessee
$131K – – –