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Name Holding Trade Value Shares
Change
Change in
Stake
HT
351
Headlands Technologies
Illinois
$716K -$367K -1,495 -37%
TYCC
352
Texas Yale Capital Corp
Florida
$708K
FCA
353
Fortis Capital Advisors
Kansas
$665K +$571K +2,326 New
Pathstone Holdings
354
Pathstone Holdings
New Jersey
$659K +$188K +767 +50%
VCA
355
Verdence Capital Advisors
Maryland
$638K -$162K -661 -23%
SCM
356
Sterling Capital Management
North Carolina
$638K +$548K +2,234 New
PAP
357
Persistent Asset Partners
Hong Kong
$624K +$175K +714 +49%
Wealth Enhancement Advisory Services
358
Wealth Enhancement Advisory Services
Minnesota
$621K +$542K +2,210 New
Truist Financial
359
Truist Financial
North Carolina
$611K -$42.7K -174 -8%
ECA
360
Elevate Capital Advisors
Colorado
$610K +$523K +2,133 New
FFM
361
Forum Financial Management
Illinois
$602K +$517K +2,107 New
AWM
362
Axxcess Wealth Management
California
$598K -$16.7K -68 -3%
BFM
363
Boothbay Fund Management
New York
$597K -$3.8M -15,468 -88%
QT
364
Quantbot Technologies
New York
$594K -$4.78M -19,498 -90%
LFAS
365
Level Four Advisory Services
Texas
$594K -$491 -2 -0.1%
RPGK
366
Retirement Planning Group (Kansas)
Kansas
$590K +$507K +2,065 New
FIM
367
Freedom Investment Management
Connecticut
$587K -$68K -277 -12%
AMCA
368
Arthur M. Cohen & Associates
Illinois
$557K +$25.8K +105 +6%
CC
369
Corton Capital
Ontario, Canada
$556K +$477K +1,946 New
HCA
370
Harbour Capital Advisors
Virginia
$534K -$14.7K -60 -3%
RWM
371
Ritholtz Wealth Management
New York
$529K +$45.1K +184 +11%
National Bank of Canada
372
National Bank of Canada
Quebec, Canada
$528K +$110K +447 +31%
TPWM
373
Twelve Points Wealth Management
Massachusetts
$528K -$15.2K -62 -3%
Janney Montgomery Scott
374
Janney Montgomery Scott
Pennsylvania
$524K +$450K +1,834 New
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$508K +$383K +1,561 +719%