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Name Holding Trade Value Shares
Change
Change in
Stake
YC
201
Yarbrough Capital
Tennessee
$718K
QCM
202
Quantinno Capital Management
New York
$700K +$225K +6,713 +70%
LCS
203
Levin Capital Strategies
New York
$698K
HH
204
Hilltop Holdings
Texas
$680K +$40.1K +1,198 +8%
AWS
205
Atria Wealth Solutions
New York
$676K +$96.6K +2,883 +22%
VWA
206
Visionary Wealth Advisors
Illinois
$644K +$32.7K +977 +7%
TCWM
207
Total Clarity Wealth Management
Illinois
$640K +$499K +14,905 New
DAM
208
Draper Asset Management
New York
$638K -$1.94K -58 -0.4%
SCA
209
Sassicaia Capital Advisers
New York
$629K +$491K +14,640 New
DWP
210
Daymark Wealth Partners
Ohio
$628K +$168 +5 +0%
SCA
211
Snowden Capital Advisors
New York
$626K -$9.58K -286 -2%
QCM
212
Qsemble Capital Management
New York
$624K -$1.61M -48,067 -77%
LSA
213
Leonteq Securities AG
Switzerland
$624K +$360K +10,758 +285%
Vanguard Personalized Indexing Management
214
Vanguard Personalized Indexing Management
California
$620K +$101K +3,022 +26%
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$610K -$3.43M -102,460 -88%
MCM
216
Massar Capital Management
Connecticut
$602K +$469K +14,000 New
VA
217
VestGen Advisors
Illinois
$574K +$448K +13,360 New
Lazard Asset Management
218
Lazard Asset Management
New York
$571K +$21.7K +648 +5%
GRP
219
Global Retirement Partners
California
$564K +$440K +13,137 New
AC
220
Avestar Capital
New York
$559K +$436K +13,000 New
SPC
221
Sigma Planning Corp
Michigan
$555K +$433K +12,915 New
IAA
222
Independent Advisor Alliance
North Carolina
$544K -$76.9K -2,295 -15%
LCG
223
Lisanti Capital Growth
New York
$542K +$423K +12,620 New
PWM
224
Perigon Wealth Management
California
$541K +$64.1K +1,914 +18%
LIM
225
Letson Investment Management
Georgia
$529K +$412K +12,300 New