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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
226
Vanguard Personalized Indexing Management
California
$254K +$177K +6,626 New
GC
227
Guggenheim Capital
Illinois
$240K -$159K -5,956 -49%
BCM
228
Bluefin Capital Management
New York
$239K +$168K +6,272 New
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$238K +$166K +6,220 New
Cambridge Investment Research Advisors
230
Cambridge Investment Research Advisors
Iowa
$219K -$146K -5,450 -49%
Osaic Holdings
231
Osaic Holdings
Arizona
$201K -$23.7K -887 -15%
Cerity Partners
232
Cerity Partners
New York
$201K +$140K +5,245 New
HIIFS
233
Harel Insurance Investments & Financial Services
Israel
$188K -$46.9K -1,756 -26%
S
234
SignatureFD
Georgia
$176K +$20K +749 +19%
BAM
235
Belpointe Asset Management
Nevada
$173K -$2.32K -87 -2%
CWC
236
Carolinas Wealth Consulting
North Carolina
$172K
CC
237
Centiva Capital
New York
$118K -$442K -16,562 -84%
MW
238
Milestone Wealth
New York
$112K +$78.1K +2,922 New
CL
239
CSS LLC
Illinois
$105K
ETC
240
Exchange Traded Concepts
Oklahoma
$90K -$5.69K -213 -8%
QCG
241
Quadrant Capital Group
Ohio
$86K -$5.64K -211 -9%
VC
242
Vestor Capital
Illinois
$79K -$3.34K -125 -6%
DGAM
243
Desjardins Global Asset Management
Quebec, Canada
$70K +$48.6K +1,820 New
AAP
244
Arax Advisory Partners
Colorado
$65K
EC
245
Elequin Capital
New York
$60K +$8.2K +307 +25%
SWM
246
Spire Wealth Management
Virginia
$57K
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$56K -$23.6K -885 -38%
AWM
248
Activest Wealth Management
Florida
$56K
CA
249
CoreCap Advisors
Michigan
$54K +$37.9K +1,420 New
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$39K -$1.52K -57 -5%