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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
301
Amundi
France
$3.57K
SC
302
Schubert & Co
Texas
$3.25K
ADL
303
Asset Dedication LLC
California
$3K
BHWM
304
Beaird Harris Wealth Management
Texas
$2.38K +$2.51K +11 New
AWM
305
Accurate Wealth Management
Florida
$2.34K +$2.28K +10 New
CWP
306
Concord Wealth Partners
Virginia
$2.17K +$2.28K +10 New
SIC
307
SJS Investment Consulting
Ohio
$1.73K +$912 +4 +100%
DI
308
Disciplined Investments
Oklahoma
$1.3K -$684 -3 -33%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$866 -$2.28K -10 -71%
GWS
310
Glassman Wealth Services
Virginia
$866 -$684 -3 -43%
LC
311
Lindbrook Capital
California
$866 +$912 +4 New
DFCM
312
Dark Forest Capital Management
Puerto Rico
$650 -$2.96K -13 -81%
AAP
313
Arax Advisory Partners
Colorado
$433 +$456 +2 New
BAAM
314
Baker Avenue Asset Management
California
$433 +$456 +2 New
BAM
315
Belpointe Asset Management
Nevada
$217 +$228 +1 New
CA
316
CoreCap Advisors
Michigan
$217 +$228 +1 New
RP
317
Regal Partners
Australia
-$10.4M -49,119 Closed
Susquehanna International Group
318
Susquehanna International Group
Pennsylvania
-$1.63M -7,132 Closed
Aviva
319
Aviva
United Kingdom
-$1.47M -6,922 Closed
SFI
320
Susquehanna Fundamental Investments
Pennsylvania
-$1.4M -6,570 Closed
Voloridge Investment Management
321
Voloridge Investment Management
Florida
-$1.24M -5,859 Closed
Fiera Capital (Canada)
322
Fiera Capital (Canada)
Quebec, Canada
-$912K -4,295 Closed
GPGA
323
Grandeur Peak Global Advisors
Utah
-$891K -4,197 Closed
VI
324
Versor Investments
New York
-$881K -4,151 Closed
Two Sigma Investments
325
Two Sigma Investments
New York
-$573K -2,700 Closed