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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
526
Affinity Capital Advisors
California
$261K -$56.5K -94 -18%
RIM
527
Rakuten Investment Management
Japan
$259K +$228K +380 +1,118%
CIAS
528
Capital Investment Advisory Services
North Carolina
$258K +$6.01K +10 +2%
IAS
529
Insigneo Advisory Services
Florida
$258K +$247K +411 New
SS
530
Sunbelt Securities
Texas
$256K +$104K +173 +74%
DWA
531
Delap Wealth Advisory
Oregon
$253K +$243K +404 New
MLM
532
Mount Lucas Management
Pennsylvania
$252K -$21K -35 -8%
FAM
533
Flaharty Asset Management
Florida
$251K – – –
ATFA
534
All Terrain Financial Advisors
Minnesota
$251K +$240K +400 New
Connor, Clark & Lunn Investment Management (CC&L)
535
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$251K +$240K +400 New
PCMH
536
Polymer Capital Management (HK)
Hong Kong
$251K +$240K +400 New
EWS
537
Eagle Wealth Strategies
New Jersey
$246K +$12.6K +21 +6%
IFG
538
Independent Financial Group
California
$243K +$25.8K +43 +12%
CAM
539
Claret Asset Management
Quebec, Canada
$241K -$12K -20 -5%
IWM
540
IHT Wealth Management
Illinois
$240K +$601 +1 +0.3%
BL
541
Balentine LLC
Georgia
$239K +$230K +382 New
BTI
542
Blue Trust Inc
Georgia
$236K +$93.8K +156 +71%
AWM
543
Apollon Wealth Management
South Carolina
$230K -$88.9K -148 -29%
APW
544
Acima Private Wealth
Virginia
$229K – – –
TFM
545
TFC Financial Management
Massachusetts
$227K – – –
FP
546
Foundry Partners
Minnesota
$226K – – –
WA
547
Wealth Alliance
New York
$226K -$11.4K -19 -5%
OC
548
Oarsman Capital
Wisconsin
$225K – – –
AAS
549
Avantax Advisory Services
Texas
$222K +$5.41K +9 +3%
PCM
550
Prelude Capital Management
New York
$221K -$523K -870 -71%