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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Evermay Wealth Management
Virginia
$384K -$141K -4,610 -20%
PA
527
Profund Advisors
Maryland
$383K -$179K -5,868 -24%
CLOS
528
Compagnie Lombard Odier SCmA
Switzerland
$383K +$478K +15,660 +558%
AAMC
529
Asset Allocation & Management Company
Illinois
$370K +$18.9K +618 +4%
CI
530
Conning Inc
Connecticut
$352K -$20.4K -667 -4%
RIA
531
Realta Investment Advisors
Delaware
$350K -$347K -11,350 -40%
CTA
532
Chesley Taft & Associates
Illinois
$349K +$513K +16,805 New
JAFL
533
Jay A. Fishman Ltd
Michigan
$347K
MWC
534
MBM Wealth Consultants
Missouri
$342K +$62.7K +2,054 +14%
QC
535
Quadrature Capital
United Kingdom
$339K -$10.7M -350,809 -96%
Verition Fund Management
536
Verition Fund Management
Connecticut
$337K -$2.71M -88,809 -85%
SWP
537
Stratos Wealth Partners
Ohio
$337K -$277K -9,083 -36%
FSA
538
Fort Sheridan Advisors
Illinois
$332K -$33.7K -1,104 -6%
PFS
539
Prospera Financial Services
Texas
$328K +$25.4K +833 +6%
EWA
540
EP Wealth Advisors
California
$325K -$7.02K -230 -1%
RFM
541
Royal Fund Management
Florida
$324K -$4.5M -147,384 -90%
VanEck Associates
542
VanEck Associates
New York
$324K -$3.12M -102,075 -87%
SWM
543
Sculati Wealth Management
Michigan
$324K -$256K -8,381 -35%
SBWM
544
Sunflower Bank Wealth Management
Arizona
$323K -$134K -4,400 -22%
SM
545
Sciencast Management
New Jersey
$322K +$543K +17,797 New
APA
546
American Portfolios Advisors
New York
$312K +$29.9K +978 +7%
LIA
547
LBMC Investment Advisors
Tennessee
$310K
OFS
548
OneAscent Financial Services
Alabama
$309K -$37.5K -1,228 -8%
DPIM
549
Duff & Phelps Investment Management
Illinois
$303K +$17.7K +580 +4%
EC
550
Estate Counselors
Wisconsin
$302K +$444K +14,530 New