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Name Holding Trade Value Shares
Change
Change in
Stake
OPS
701
Orion Portfolio Solutions
Nebraska
$272K +$6.76K +161 +2%
VFA
702
Valeo Financial Advisors
Indiana
$270K +$6.51K +155 +2%
QI
703
Qtron Investments
Massachusetts
$270K +$281K +6,681 New
TCM
704
Traynor Capital Management
Pennsylvania
$269K -$77.2K -1,839 -22%
CIA
705
Capital Investment Advisors
Georgia
$268K -$16.5K -394 -6%
IWM
706
IHT Wealth Management
Illinois
$268K +$37.9K +902 +16%
BC
707
Bridgefront Capital
Texas
$266K -$611K -14,558 -69%
HI
708
Harbour Investments
Wisconsin
$266K -$22.9K -545 -8%
BFC
709
Bedel Financial Consulting
Indiana
$263K +$8.52K +203 +3%
EARNEST Partners
710
EARNEST Partners
Georgia
$261K -$13.9K -330 -5%
FNT
711
First National Trust
Pennsylvania
$261K +$924 +22 +0.3%
GA
712
Geller Advisors
New York
$260K +$18.3K +435 +7%
FWP
713
FAS Wealth Partners
Kansas
$259K
PP
714
Patron Partners
Texas
$257K +$4.12K +98 +2%
AIM
715
Anchor Investment Management
South Carolina
$257K
MWPCG
716
Measured Wealth Private Client Group
New Hampshire
$256K -$88.4K -2,106 -25%
MC
717
Moors & Cabot
Massachusetts
$256K
SAM
718
SignalPoint Asset Management
Missouri
$255K
DT
719
Diversified Trust
Tennessee
$252K +$5.16K +123 +2%
HFM
720
Harvest Fund Management
China
$252K +$263K +6,256 New
Fiera Capital (Canada)
721
Fiera Capital (Canada)
Quebec, Canada
$251K -$440K -10,475 -63%
W
722
Wealthquest
Ohio
$251K -$48.3K -1,150 -16%
AOWM
723
Alpha Omega Wealth Management
Virginia
$251K
EAM
724
Evanson Asset Management
California
$249K
BBP
725
Banco BTG Pactual
Brazil
$249K +$258K +6,150 New