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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
526
WealthBridge Capital Management
Ohio
$257K +$241K +873 New
PDL
527
Portfolio Design Labs
California
$253K -$93.4K -338 -28%
MAS
528
Meeder Advisory Services
Ohio
$252K +$25.4K +92 +12%
GTAM
529
Global Trust Asset Management
Florida
$250K
OIA
530
Optimum Investment Advisors
Illinois
$250K
VSQM
531
V-Square Quantitative Management
Illinois
$250K -$3.31K -12 -1%
NIM
532
NEOS Investment Management
Connecticut
$245K +$1.1K +4 +0.5%
MIM
533
Morningstar Investment Management
Illinois
$240K +$225K +814 New
PFM
534
Patton Fund Management
Texas
$240K +$225K +815 New
EWM
535
Empirical Wealth Management
Washington
$235K +$221K +800 New
AZ
536
Alpha Zero
Florida
$234K +$220K +796 New
CAM
537
Claret Asset Management
Quebec, Canada
$232K -$108K -392 -33%
DWM
538
Drive Wealth Management
Utah
$228K +$1.1K +4 +0.5%
Koshinski Asset Management
539
Koshinski Asset Management
Illinois
$225K
TWP
540
Tower Wealth Partners
Pennsylvania
$225K +$211K +765 New
ATPW
541
Ashton Thomas Private Wealth
Arizona
$225K +$211K +763 New
BC
542
Bayforest Capital
United Kingdom
$216K +$37.6K +136 +23%
SAG
543
SageView Advisory Group
California
$216K +$198K +715 New
PTC
544
Philadelphia Trust Company
Pennsylvania
$213K +$200K +725 New
FNBT
545
FineMark National Bank & Trust
Florida
$212K +$199K +721 New
AAP
546
Arax Advisory Partners
Colorado
$210K +$135K +489 +219%
EWS
547
Eagle Wealth Strategies
New Jersey
$209K +$196K +710 New
EAM
548
Empirical Asset Management
Massachusetts
$209K -$211K -763 -52%
BPA
549
Beacon Pointe Advisors
California
$207K +$195K +705 New
ACM
550
Aljian Capital Management
Nevada
$207K +$194K +704 New