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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
326
V-Square Quantitative Management
Illinois
$722K
PAM
327
Parvin Asset Management
South Dakota
$709K -$8.95K -175 -1%
IAM
328
Ion Asset Management
Israel
$703K +$724K +14,150 New
Cerity Partners
329
Cerity Partners
New York
$682K +$147K +2,876 +26%
UM
330
UniSuper Management
Australia
$678K
OC
331
Oppenheimer & Co
New York
$672K -$683K -13,358 -50%
PIWA
332
Prevail Innovative Wealth Advisors
Kansas
$666K +$686K +13,409 New
BW
333
Basepoint Wealth
Iowa
$661K -$37.6K -734 -5%
FRM
334
Fox Run Management
Connecticut
$661K +$681K +13,315 New
M&T Bank
335
M&T Bank
New York
$657K -$20.2K -394 -3%
S
336
SignatureFD
Georgia
$657K +$52.8K +1,032 +8%
PHS
337
Pekin Hardy Strauss
Illinois
$655K -$229K -4,470 -25%
CWM
338
Cadence Wealth Management
Massachusetts
$639K +$26.1K +511 +4%
PFS
339
Prospera Financial Services
Texas
$638K +$296K +5,792 +82%
BP
340
BNP Paribas
France
$629K -$17.4K -340 -3%
HF
341
HRT Financial
New York
$618K +$637K +12,444 New
SIM
342
Seaview Investment Managers
Florida
$614K +$331K +6,475 +110%
MPPW
343
Mitchell & Pahl Private Wealth
Oklahoma
$611K -$11.9K -233 -2%
EAM
344
Erste Asset Management
Austria
$608K +$624K +12,200 New
Wealth Enhancement Advisory Services
345
Wealth Enhancement Advisory Services
Minnesota
$608K +$626K +12,243 New
PAA
346
Peregrine Asset Advisers
Oregon
$605K -$56.3K -1,100 -8%
BHIA
347
Birch Hill Investment Advisors
Massachusetts
$599K +$56.3K +1,100 +10%
SFG
348
SevenBridge Financial Group
Pennsylvania
$585K -$14.6K -285 -3%
FTIA
349
Four Tree Island Advisory
New Hampshire
$577K
LCGC
350
Legacy Capital Group California
California
$574K -$5.47K -107 -0.9%