We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
501
V-Square Quantitative Management
Illinois
$642K -$74.1K -660 -12%
MOS
502
MGO One Seven
Ohio
$638K +$214K +1,903 +62%
CWS
503
Confluence Wealth Services
Pennsylvania
$638K +$29.9K +266 +6%
KNW
504
Kesler Norman & Wride
Utah
$630K +$549K +4,892 New
JIC
505
Johnson Investment Counsel
Ohio
$615K – – –
RWM
506
Ritholtz Wealth Management
New York
$613K +$144K +1,283 +37%
RMCM
507
Reynders McVeigh Capital Management
Massachusetts
$612K – – –
RA
508
RFG Advisory
Alabama
$610K +$531K +4,733 New
BCWM
509
Bartlett & Co Wealth Management
Ohio
$605K – – –
AFCM
510
Applied Finance Capital Management
Puerto Rico
$605K +$528K +4,699 New
EI
511
EDMP Inc
Florida
$605K – – –
CPC
512
Cookson Peirce & Co
Pennsylvania
$603K +$526K +4,682 New
ECM
513
Everence Capital Management
Indiana
$593K – – –
WAM
514
Wakefield Asset Management
Colorado
$593K +$21.2K +189 +4%
EFI
515
EHP Funds Inc
Canada
$592K -$101K -900 -16%
RCA
516
Roberts Capital Advisors
Colorado
$589K – – –
PCM
517
Prelude Capital Management
New York
$588K -$98.7K -879 -16%
CI Investments Inc
518
CI Investments Inc
Ontario, Canada
$586K -$120K -1,067 -19%
RCAG
519
Rehmann Capital Advisory Group
Michigan
$586K -$60.2K -536 -11%
WI
520
Wahed Invest
New York
$581K +$52.2K +465 +11%
QC
521
Quantedge Capital
Singapore
$580K +$505K +4,500 New
WF
522
Welch & Forbes
Massachusetts
$574K – – –
OR
523
Olympiad Research
Connecticut
$572K -$139K -1,234 -22%
DAS
524
Diversify Advisory Services
Utah
$570K -$36.5K -325 -7%
BBHC
525
Brown Brothers Harriman & Co
New York
$569K -$26.2K -233 -5%