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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
226
Capstone Investment Advisors
New York
$546K +$420K +5,289 New
IWM
227
IHT Wealth Management
Illinois
$523K -$136K -1,711 -25%
SGCA
228
Steel Grove Capital Advisors
Tennessee
$516K
IC
229
Inscription Capital
Texas
$465K -$437K -5,500 -55%
CFIA
230
Cantor Fitzgerald Investment Advisors
New York
$465K
VFA
231
Valeo Financial Advisors
Indiana
$457K -$874 -11 -0.2%
Verition Fund Management
232
Verition Fund Management
Connecticut
$442K -$1.64M -20,581 -83%
OC
233
Oppenheimer & Co
New York
$438K +$397 +5 +0.1%
MFG
234
Merit Financial Group
Georgia
$432K +$3.02K +38 +0.9%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$406K +$205K +2,577 +191%
IAIM
236
International Assets Investment Management
Florida
$397K +$306K +3,849 New
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$369K +$284K +3,578 New
DAS
238
Diversify Advisory Services
Utah
$369K
BCI
239
Brinker Capital Investments
Pennsylvania
$365K +$281K +3,532 New
OPS
240
Orion Portfolio Solutions
Nebraska
$365K +$281K +3,532 New
AB
241
Amalgamated Bank
New York
$356K +$6.99K +88 +3%
EWA
242
EverSource Wealth Advisors
Alabama
$324K +$2.23K +28 +1%
SPA
243
Sherbrooke Park Advisers
New York
$323K +$249K +3,133 New
OIA
244
OneDigital Investment Advisors
Kansas
$316K +$243K +3,060 New
EDRIA
245
Edmonds Duncan Registered Investment Advisors
Kansas
$316K
CPIG
246
Chicago Partners Investment Group
Illinois
$314K -$30.8K -388 -12%
WAM
247
Wolverine Asset Management
Illinois
$314K -$3.86M -48,634 -94%
CSPIA
248
Cary Street Partners Investment Advisory
Virginia
$310K -$39.7K -500 -14%
IC
249
IEQ Capital
California
$310K
SWM
250
SeaCrest Wealth Management
New York
$300K +$231K +2,907 New