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Name Holding Trade Value Shares
Change
Change in
Stake
IEFM
676
IQ EQ Fund Management
Ireland
$231K +$27.9K +85 +13%
QSS
677
Quantitative Systematic Strategies
Florida
$230K -$1.79M -5,461 -88%
ATC
678
Argent Trust Co
Tennessee
$230K
CWM
679
Connecticut Wealth Management
Connecticut
$227K +$33.2K +101 +16%
KPW
680
Kore Private Wealth
New York
$225K -$14.8K -45 -6%
GDP
681
Great Diamond Partners
Maine
$224K +$12.5K +38 +5%
Carson Wealth (CWM LLC)
682
Carson Wealth (CWM LLC)
Nebraska
$222K
OSAM
683
O'Shaughnessy Asset Management
Connecticut
$222K +$31.5K +96 +15%
GAM
684
Griffin Asset Management
New York
$221K -$73.9K -225 -24%
CP
685
Corbenic Partners
Pennsylvania
$221K +$236K +720 New
LFF
686
Level Four Financial
Texas
$219K -$13.8K -42 -6%
BOPW
687
Brandywine Oak Private Wealth
Pennsylvania
$218K -$4.6K -14 -2%
WB
688
WesBanco Bank
West Virginia
$217K +$232K +706 New
WANY
689
Wealthspire Advisors (New York)
New York
$217K +$232K +707 New
NIM
690
Northeast Investment Management
Massachusetts
$216K
FAIM
691
Financial Advocates Investment Management
Washington
$215K +$230K +700 New
CIA
692
Compass Ion Advisors
Pennsylvania
$214K
GAM
693
Gotham Asset Management
New York
$213K -$90.9K -277 -28%
Acadian Asset Management
694
Acadian Asset Management
Massachusetts
$211K -$878K -2,675 -80%
XS
695
XR Securities
Illinois
$209K +$224K +682 New
ED
696
Exane Derivatives
France
$209K -$87.7K -267 -28%
Cerity Partners
697
Cerity Partners
New York
$208K -$2.3K -7 -1%
WPW
698
Waldron Private Wealth
Pennsylvania
$207K -$27.9K -85 -11%
OCM
699
One Capital Management
California
$207K +$222K +675 New
W
700
WealthStone
Ohio
$206K +$29.9K +91 +16%