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Name Holding Trade Value Shares
Change
Change in
Stake
DC
476
Diametric Capital
Massachusetts
$318K +$303K +5,970 New
WQ
477
Wealth Quarterback
New Jersey
$316K +$301K +5,936 New
KIG
478
Kennedy Investment Group
New Jersey
$316K +$301K +5,930 New
CSI
479
Cross Staff Investments
New York
$312K +$296K +5,850 New
OAM
480
Ostrum Asset Management
France
$303K – – –
VT
481
Vise Technologies
New York
$302K -$33.6K -663 -10%
CMF
482
Counterpoint Mutual Funds
California
$301K -$159K -3,147 -36%
LSIA
483
LaSalle St. Investment Advisors
Illinois
$299K +$285K +5,622 New
IA
484
IFP Advisors
Florida
$297K -$76.6K -1,512 -21%
RIL
485
Rothschild Investment LLC
Illinois
$296K -$24.1K -475 -8%
MCM
486
MAI Capital Management
Ohio
$296K -$14.8K -293 -5%
DWP
487
Daymark Wealth Partners
Ohio
$291K -$319K -6,299 -54%
VWM
488
Venturi Wealth Management
Texas
$290K -$97.4K -1,922 -26%
OIA
489
Oakmont Investment Advisors
Pennsylvania
$282K +$269K +5,300 New
LFG
490
Larson Financial Group
Missouri
$279K +$34.1K +672 +15%
CCM
491
Coldstream Capital Management
Washington
$278K +$265K +5,229 New
HT
492
Headlands Technologies
Illinois
$276K +$263K +5,189 New
BCI
493
Brinker Capital Investments
Pennsylvania
$275K +$262K +5,171 New
MFG
494
Merit Financial Group
Georgia
$274K +$260K +5,140 New
LSPW
495
Lake Street Private Wealth
Illinois
$272K +$258K +5,100 New
SFI
496
Siemens Fonds Invest
Germany
$270K +$48.3K +953 +23%
Betterment LLC
497
Betterment LLC
New York
$269K +$256K +5,054 New
IJWM
498
Inman Jager Wealth Management
Mississippi
$268K +$255K +5,027 New
PE
499
PCM Encore
Colorado
$268K +$255K +5,026 New
FFA
500
First Foundation Advisors
California
$268K +$255K +5,025 New