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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Polymer Capital Management
New York
$404K +$51.9K +1,404 +15%
OQS
102
Occudo Quantitative Strategies
Florida
$372K +$84.6K +2,289 +31%
EPW
103
Evolve Private Wealth
California
$371K +$360K +9,725 New
BFA
104
Brendel Financial Advisors
New Hampshire
$367K +$11.4K +307 +3%
EGM
105
Engineers Gate Manager
New York
$361K +$86.5K +2,338 +33%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$359K -$259K -7,011 -43%
PWMAG
107
Pinnacle Wealth Management Advisory Group
New Jersey
$342K +$332K +8,966 New
EWA
108
EP Wealth Advisors
California
$337K +$327K +8,834 New
IQI
109
Integrated Quantitative Investments
Washington
$328K -$74K -2,000 -19%
NA
110
NewEdge Advisors
Louisiana
$315K +$305K +8,242 New
PA
111
PharVision Advisers
Florida
$295K +$285K +7,716 New
VR
112
Valued Retirements
Texas
$289K +$280K +7,571 New
SG Americas Securities
113
SG Americas Securities
New York
$286K +$14.8K +401 +6%
Mariner
114
Mariner
Kansas
$285K +$27.4K +740 +11%
SSA
115
Schonfeld Strategic Advisors
New York
$270K +$68.8K +1,861 +36%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$250K -$12.6K -341 -5%
SIG
117
Sargent Investment Group
Maryland
$249K +$241K +6,509 New
Deutsche Bank
118
Deutsche Bank
Germany
$246K -$6.18K -167 -3%
MIM
119
MetLife Investment Management
New Jersey
$241K
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$234K -$6.1K -165 -3%
AG
121
Algert Global
California
$234K -$121K -3,280 -35%
B
122
Bailard
California
$233K +$226K +6,102 New
PAM
123
PVG Asset Management
Colorado
$229K +$222K +5,993 New
LPL Financial
124
LPL Financial
California
$219K +$25.9K +699 +14%
AIM
125
Aigen Investment Management
New York
$215K -$34.5K -932 -14%