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Name Holding Trade Value Shares
Change
Change in
Stake
Forum Financial Management
701
Forum Financial Management
Illinois
$264K – – –
CC
702
Corton Capital
Ontario, Canada
$261K +$268K +1,130 New
PWPS
703
Pinnacle Wealth Planning Services
Ohio
$260K -$20.8K -88 -7%
LCP
704
Legacy Capital Partners
Wisconsin
$260K – – –
Verition Fund Management
705
Verition Fund Management
Connecticut
$258K +$264K +1,116 New
CFFP
706
Center for Financial Planning
Michigan
$252K – – –
Procyon Advisors
707
Procyon Advisors
Connecticut
$247K +$253K +1,068 New
AFAS
708
Acorn Financial Advisory Services
Virginia
$246K – – –
PWS
709
Peterson Wealth Services
Utah
$242K +$39.5K +167 +19%
BWM
710
Buckley Wealth Management
Nevada
$242K +$248K +1,046 New
GTCM
711
Gyon Technologies Capital Management
New Jersey
$241K -$759K -3,206 -75%
CIM
712
CIM Investment Management
Pennsylvania
$241K -$237 -1 -0.1%
PNAA
713
Pictet North America Advisors
Switzerland
$239K – – –
OFS
714
OneAscent Financial Services
Alabama
$237K -$43.8K -185 -15%
Gateway Investment Advisers
715
Gateway Investment Advisers
Ohio
$236K -$710 -3 -0.3%
TCM
716
Teza Capital Management
Illinois
$234K -$82.9K -350 -26%
Baker Avenue Asset Management
717
Baker Avenue Asset Management
California
$233K -$4.97K -21 -2%
Brown Advisory
718
Brown Advisory
Maryland
$233K -$2.6K -11 -1%
Gabelli Funds
719
Gabelli Funds
New York
$231K – – –
Simplicity Solutions
720
Simplicity Solutions
Minnesota
$227K -$286K -1,206 -55%
CFGS
721
Concourse Financial Group Securities
Alabama
$227K +$23.7K +100 +11%
FC
722
FORA Capital
Florida
$226K -$294K -1,241 -56%
TNAM
723
Terra Nova Asset Management
New York
$225K -$1.9K -8 -0.8%
DRW Securities
724
DRW Securities
Illinois
$222K +$227K +960 New
DU
725
Delphia (USA)
Ontario, Canada
$221K +$226K +954 New