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Name Holding Trade Value Shares
Change
Change in
Stake
AG
326
AlphaSimPlex Group
Massachusetts
$536K +$532K +7,078 New
Asset Management One
327
Asset Management One
Japan
$528K -$24K -320 -4%
GSWM
328
Golden State Wealth Management
California
$521K +$516K +6,876 New
MFS
329
Mirabella Financial Services
United Kingdom
$520K +$125K +1,670 +32%
WAM
330
World Asset Management
Michigan
$513K -$19.2K -255 -4%
RWA
331
Redhawk Wealth Advisors
Minnesota
$506K
GC
332
Grace Capital
Massachusetts
$490K
ETC
333
Exchange Traded Concepts
Oklahoma
$488K +$447K +5,949 +1,180%
HIS
334
Harvest Investment Services
Illinois
$478K +$88.8K +1,182 +23%
TI
335
Trexquant Investment
Connecticut
$475K +$8.64K +115 +2%
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$473K
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$473K +$18.6K +247 +4%
CC
338
Cadinha & Co
Hawaii
$470K
SWP
339
Stratos Wealth Partners
Ohio
$467K +$300 +4 +0.1%
TI
340
Tidal Investments
Wisconsin
$464K +$149K +1,978 +48%
Verition Fund Management
341
Verition Fund Management
Connecticut
$456K +$453K +6,030 New
KAS
342
Kestra Advisory Services
Texas
$454K +$29.1K +387 +7%
RJT
343
Raymond James Trust
Florida
$448K -$21K -280 -5%
SWM
344
Stockman Wealth Management
Montana
$448K +$26.3K +350 +6%
QIM
345
Quantitative Investment Management
Virginia
$445K +$170K +2,264 +63%
CFG
346
Citizens Financial Group
Rhode Island
$429K +$425K +5,661 New
CFB
347
Cullen/Frost Bankers
Texas
$423K
NGA
348
Naples Global Advisors
Florida
$422K
CA
349
Cetera Advisors
Colorado
$419K +$52.2K +695 +14%
SWA
350
Sutton Wealth Advisors
Florida
$404K