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Name Holding Trade Value Shares
Change
Change in
Stake
EFM
551
E Fund Management
China
$500K +$112K +252 +29%
KMWM
552
Keudell/Morrison Wealth Management
Oregon
$499K – – –
RA
553
RFG Advisory
Alabama
$497K -$222K -498 -31%
BTWM
554
Baker Tilly Wealth Management
Wisconsin
$494K -$896K -2,013 -65%
Lido Advisors
555
Lido Advisors
California
$488K +$78.3K +176 +19%
LCM
556
Liberty Capital Management
Michigan
$485K – – –
DADC
557
D.A. Davidson & Co
Montana
$477K – – –
MCM
558
Monument Capital Management
Virginia
$474K +$5.78K +13 +1%
FHB
559
First Hawaiian Bank
Hawaii
$473K +$5.78K +13 +1%
CIS
560
Custom Index Systems
New York
$467K +$14.2K +32 +3%
SWA
561
Stratos Wealth Advisors
Ohio
$465K -$211K -474 -31%
UWS
562
Unique Wealth Strategies
Illinois
$454K – – –
Renaissance Technologies
563
Renaissance Technologies
New York
$453K -$32.2M -72,300 -99%
WCM
564
Wallace Capital Management
Texas
$449K – – –
IAA
565
Independent Advisor Alliance
North Carolina
$448K +$32K +72 +8%
NMM
566
Naples Money Management
Florida
$441K – – –
SC
567
Syon Capital
California
$441K +$11.1K +25 +3%
WAM
568
Wolverine Asset Management
Illinois
$441K – – –
WAG
569
Wallace Advisory Group
California
$440K +$10.2K +23 +2%
NIM
570
NEOS Investment Management
Connecticut
$436K – – –
JIC
571
Johnson Investment Counsel
Ohio
$430K -$15.6K -35 -4%
CP
572
Castleview Partners
Texas
$429K -$29.8K -67 -7%
CM
573
Capula Management
Cayman Islands
$428K +$139K +312 +49%
FFA
574
Farther Finance Advisors
California
$422K +$142K +320 +50%
TAM
575
Trust Asset Management
Texas
$414K – – –