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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
201
Sequoia Financial Advisors
Ohio
$661K +$57.6K +1,671 +10%
CIA
202
Concurrent Investment Advisors
Florida
$646K +$642K +18,604 New
BC
203
Bridgefront Capital
Texas
$644K +$640K +18,567 New
RG
204
Renaissance Group
Kentucky
$635K -$22.1M -639,631 -97%
LPL Financial
205
LPL Financial
California
$633K +$176K +5,101 +39%
NYLIM
206
New York Life Investment Management
New York
$620K +$616K +17,848 New
TRCT
207
Tower Research Capital (TRC)
New York
$603K -$37.2K -1,079 -6%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$581K -$127K -3,694 -18%
AAS
209
Avantax Advisory Services
Texas
$576K +$573K +16,600 New
SWM
210
Scissortail Wealth Management
Oklahoma
$575K +$545K +15,805 New
ETC
211
Exchange Traded Concepts
Oklahoma
$574K
Creative Planning
212
Creative Planning
Kansas
$570K -$118K -3,423 -17%
BHCM
213
Brevan Howard Capital Management
Jersey
$568K +$564K +16,360 New
YIH
214
Y-Intercept (HK)
Hong Kong
$557K -$64.3K -1,865 -10%
STA
215
Summit Trail Advisors
New York
$549K +$28.7K +833 +6%
OQS
216
Occudo Quantitative Strategies
Florida
$541K +$537K +15,583 New
Corient Private Wealth
217
Corient Private Wealth
Florida
$535K +$169K +4,899 +47%
RMC
218
Regis Management Company
California
$521K
SAM
219
Securian Asset Management
Minnesota
$487K -$3.45K -100 -0.7%
CCIA
220
Campbell & Co Investment Adviser
Maryland
$487K +$484K +14,029 New
BFM
221
Boothbay Fund Management
New York
$487K +$484K +14,026 New
ET
222
Entropy Technologies
New York
$465K +$462K +13,408 New
Twin Tree Management
223
Twin Tree Management
Texas
$462K +$459K +13,308 New
Allianz Asset Management
224
Allianz Asset Management
Germany
$460K +$458K +13,265 New
USAA
225
United Services Automobile Association
Texas
$450K +$25.8K +748 +6%