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Name Holding Trade Value Shares
Change
Change in
Stake
KA
501
Kintegral Advisory
New York
$1.02M – – –
BC
502
Bridgefront Capital
Texas
$1.01M +$319K +1,383 +50%
PFO
503
Pathstone Family Office
New Jersey
$994K +$248K +1,073 +35%
IWA
504
IVC Wealth Advisors
Pennsylvania
$985K -$46.2K -200 -5%
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$979K +$754K +3,266 +422%
CM
506
Crestline Management
Texas
$979K +$933K +4,039 New
PMG
507
ProVise Management Group
Florida
$971K -$386K -1,670 -29%
PGCM
508
Prescott Group Capital Management
Oklahoma
$969K – – –
SXL
509
Summit X LLC
Missouri
$965K -$4.39K -19 -0.5%
BCI
510
Brinker Capital Investments
Pennsylvania
$961K +$57K +247 +7%
Rafferty Asset Management
511
Rafferty Asset Management
New York
$961K +$82.7K +358 +10%
Creative Planning
512
Creative Planning
Kansas
$960K -$340K -1,472 -27%
ASN
513
Advisory Services Network
Georgia
$951K +$176K +763 +24%
OAM
514
Oppenheimer Asset Management
New York
$943K -$261K -1,132 -23%
CANY
515
Caxton Associates (New York)
New York
$934K +$890K +3,856 New
APWM
516
Atlas Private Wealth Management
New York
$927K +$462 +2 +0.1%
ATPW
517
Ashton Thomas Private Wealth
Arizona
$912K -$422K -1,826 -33%
BA
518
Bridgewater Associates
Connecticut
$905K +$862K +3,734 New
BIM
519
Baldwin Investment Management
Pennsylvania
$904K -$71.6K -310 -8%
DCM
520
Dimension Capital Management
Florida
$901K – – –
SCA
521
Snowden Capital Advisors
New York
$889K -$3.92K -17 -0.5%
BPC
522
Banque Pictet & Cie
Switzerland
$883K +$9.93K +43 +1%
CC
523
Cipher Capital
New York
$880K +$507K +2,197 +153%
WP
524
WealthShield Partners
North Carolina
$879K +$52.6K +228 +7%
CCB
525
Cutter & Co Brokerage
Missouri
$878K -$9.93K -43 -1%