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Name Holding Trade Value Shares
Change
Change in
Stake
GLA
826
Great Lakes Advisors
Illinois
$363K +$326K +8,440 New
IP
827
Innovative Portfolios
Indiana
$359K – – –
AAM
828
Auxier Asset Management
Oregon
$359K +$19.3K +500 +6%
JSW
829
Journey Strategic Wealth
New Jersey
$356K +$319K +8,270 New
GC
830
Globeflex Capital
California
$354K – – –
CFGS
831
Concourse Financial Group Securities
Alabama
$353K +$30.5K +790 +11%
Carson Wealth (CWM LLC)
832
Carson Wealth (CWM LLC)
Nebraska
$353K +$316K +8,200 New
BFPW
833
BOK Financial Private Wealth
Colorado
$352K +$66K +1,710 +26%
Walleye Capital
834
Walleye Capital
New York
$351K -$2.82M -73,120 -90%
PVH
835
Psagot Value Holdings
Israel
$349K – – –
SI
836
Shaker Investments
Ohio
$348K – – –
EWM
837
Evercore Wealth Management
New York
$347K – – –
CAIMH
838
Central Asset Investments & Management Holdings
Hong Kong
$346K – – –
BDF
839
Balasa Dinverno & Foltz
$346K +$7.33K +190 +2%
VBCG
840
Valley Brook Capital Group
Pennsylvania
$344K – – –
LJAC
841
L.J. Altfest & Co
New York
$340K -$20.1K -520 -6%
QT
842
Quantamental Technologies
New York
$340K +$305K +7,900 New
MCA
843
MSH Capital Advisors
Arizona
$330K +$296K +7,680 New
SC
844
Savant Capital
Illinois
$330K +$22K +570 +8%
OFS
845
OneAscent Financial Services
Alabama
$328K +$294K +7,630 New
FP
846
Foundry Partners
Minnesota
$326K -$89.1K -2,310 -23%
VFA
847
Values First Advisors
Tennessee
$325K +$292K +7,560 New
LCC
848
Lincoln Capital Corp
Rhode Island
$324K +$23.5K +610 +9%
SICM
849
Sustainable Insight Capital Management
New York
$324K +$291K +7,530 New
MAM
850
McLean Asset Management
Virginia
$323K – – –