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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
526
Boston Financial Management
Massachusetts
$201K +$210K +3,134 New
FIM
527
Freedom Investment Management
Connecticut
$200K +$209K +3,116 New
PCC
528
Park Circle Company
Maryland
$193K
Carson Wealth (CWM LLC)
529
Carson Wealth (CWM LLC)
Nebraska
$189K -$3.81K -57 -2%
JFGIW
530
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$175K +$182K +2,725 New
QT
531
Quantbot Technologies
New York
$163K -$2.97M -44,422 -95%
FA
532
Fortis Advisors
Pennsylvania
$157K
BCV
533
Banque Cantonale Vaudoise
Switzerland
$152K
HI
534
Horizon Investments
North Carolina
$152K +$158K +2,361 New
CP
535
Castleview Partners
Texas
$151K -$1.67K -25 -1%
BAMF
536
BI Asset Management Fondsmaeglerselskab
Denmark
$143K +$19.1K +286 +15%
OAM
537
Ostrum Asset Management
France
$134K +$140K +2,085 New
IA
538
IFP Advisors
Florida
$131K -$122K -1,825 -49%
VWM
539
Venturi Wealth Management
Texas
$129K +$134K +2,000 New
O
540
Ossiam
France
$128K +$35.5K +531 +36%
FNBOSM
541
First National Bank of South Miami
Florida
$125K
AIP
542
Ameritas Investment Partners
Nebraska
$124K -$13.1K -195 -9%
SAM
543
S.A. Mason
Michigan
$122K
ETC
544
Exchange Traded Concepts
Oklahoma
$121K +$19.7K +295 +19%
KI
545
Kapitalo Investimentos
Brazil
$119K +$124K +1,847 New
CFGS
546
Concourse Financial Group Securities
Alabama
$117K +$2.28K +34 +2%
CYG
547
Clean Yield Group
Vermont
$113K
SC
548
SouthState Corp
Florida
$112K
AIM
549
Arcadia Investment Management
Michigan
$90K -$978K -14,609 -91%
Robeco Institutional Asset Management
550
Robeco Institutional Asset Management
Netherlands
$87K +$90.6K +1,353 New