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Name Holding Trade Value Shares
Change
Change in
Stake
QI
1126
Qtron Investments
Massachusetts
$372K +$397K +1,433 New
LI
1127
Lafayette Investments
Maryland
$371K -$111K -400 -22%
SAF
1128
Smith Anglin Financial
Texas
$371K +$396K +1,429 New
CCG
1129
Cypress Capital Group
Florida
$369K – – –
EI
1130
EDMP Inc
Florida
$369K – – –
RWP
1131
RWA Wealth Partners
Massachusetts
$368K +$39.9K +144 +11%
RWM
1132
Ritholtz Wealth Management
New York
$368K +$124K +448 +46%
AWM
1133
Altium Wealth Management
New York
$367K +$44.6K +161 +13%
SIA
1134
SeaBridge Investment Advisors
New Jersey
$366K -$15.8K -57 -4%
QC
1135
QCM Cayman
Texas
$365K +$389K +1,404 New
WP
1136
WealthSource Partners
California
$364K +$24.4K +88 +7%
AF
1137
Aldebaran Financial
$363K +$388K +1,400 New
IWC
1138
Integrated Wealth Concepts
Massachusetts
$361K +$25.5K +92 +7%
HKAM
1139
Horizon Kinetics Asset Management
New York
$360K +$8.03K +29 +2%
GTAM
1140
Global Trust Asset Management
Florida
$359K -$284K -1,024 -43%
KFA
1141
Krane Funds Advisors
New York
$359K -$101K -365 -21%
LSAG
1142
Lake Street Advisors Group
New Hampshire
$357K +$6.65K +24 +2%
ISWM
1143
Independent Solutions Wealth Management
New York
$357K -$20.8K -75 -5%
ICM
1144
Invenomic Capital Management
Massachusetts
$356K -$793K -2,863 -68%
PL
1145
Plancorp LLC
Missouri
$355K +$35.2K +127 +10%
FCCM
1146
First City Capital Management
Georgia
$354K -$205K -740 -35%
VST
1147
Van Strum & Towne
California
$354K – – –
SBIA
1148
Sheaff Brock Investment Advisors
Indiana
$351K -$406K -1,467 -52%
BEAM
1149
Baker Ellis Asset Management
Washington
$350K – – –
CWM
1150
Cornerstone Wealth Management
Missouri
$350K +$36K +130 +11%