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Name Holding Trade Value Shares
Change
Change in
Stake
DT
476
Diversified Trust
Tennessee
$476K -$264K -451 -35%
WS
477
Wedbush Securities
California
$470K +$9.37K +16 +2%
PCM
478
Princeton Capital Management
New Jersey
$470K -$82K -140 -14%
PHK
479
Point72 Hong Kong
Hong Kong
$469K -$19.4M -33,116 -98%
RFN
480
Redwood Financial Network
Ohio
$465K
SFG
481
Synergy Financial Group
California
$462K -$8.79K -15 -2%
CT
482
Chicago Trust
Illinois
$455K +$479K +817 New
AAM
483
Advisors Asset Management
Colorado
$449K -$279K -476 -37%
VAS
484
Vestmark Advisory Solutions
Massachusetts
$447K -$306K -523 -39%
VSQM
485
V-Square Quantitative Management
Illinois
$445K -$135K -231 -22%
HWM
486
HB Wealth Management
Georgia
$443K -$160K -273 -26%
BCM
487
Brown Capital Management
Maryland
$442K -$230K -392 -33%
OAM
488
Oxford Asset Management
United Kingdom
$441K +$464K +792 New
NYLIM
489
New York Life Investment Management
New York
$436K -$8.2K -14 -2%
FT
490
Fiduciary Trust
Massachusetts
$434K +$162K +277 +55%
PFWA
491
Paces Ferry Wealth Advisors
Georgia
$431K +$586 +1 +0.1%
PCIA
492
Prime Capital Investment Advisors
Kansas
$430K -$234K -400 -34%
BC
493
Bridgefront Capital
Texas
$419K +$440K +752 New
RA
494
Rational Advisors
New York
$417K +$439K +750 New
WPA
495
Wealth Preservation Advisors
Tennessee
$417K +$439K +750 New
AGA
496
Accuvest Global Advisors
Utah
$417K +$439K +750 New
SCA
497
Snowden Capital Advisors
New York
$412K +$3.51K +6 +0.8%
Jones Financial Companies
498
Jones Financial Companies
Missouri
$405K +$149K +255 +53%
SIG
499
Stonegate Investment Group
Alabama
$404K -$30.5K -52 -7%
PFG
500
Prosperity Financial Group
California
$397K +$1.17K +2 +0.3%