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Name Holding Trade Value Shares
Change
Change in
Stake
TC
401
Tacita Capital
Ontario, Canada
$270K -$15.1K -255 -5%
SIP
402
Stoneridge Investment Partners
Pennsylvania
$267K – – –
BCI
403
Brinker Capital Investments
Pennsylvania
$267K +$259K +4,374 New
HCM
404
Howland Capital Management
Massachusetts
$264K – – –
KAS
405
Kestra Advisory Services
Texas
$263K +$257K +4,347 New
BCP
406
Berkeley Capital Partners
Georgia
$262K +$256K +4,324 New
DI
407
Diligent Investors
California
$257K -$7.1K -120 -3%
QI
408
Qtron Investments
Massachusetts
$252K – – –
MIS
409
Morningstar Investment Services
Illinois
$252K +$251K +4,246 New
MPPW
410
Mitchell & Pahl Private Wealth
Oklahoma
$249K +$243K +4,110 New
AWM
411
Altium Wealth Management
New York
$248K – – –
ACS
412
Archford Capital Strategies
Illinois
$248K +$242K +4,084 New
IIC
413
Integrated Investment Consultants
Michigan
$242K -$11.8K -200 -5%
RFO
414
RiverGlades Family Offices
Florida
$242K – – –
Two Sigma Advisers
415
Two Sigma Advisers
New York
$241K -$781K -13,206 -77%
FHC
416
First Heartland Consultants
Missouri
$239K +$233K +3,940 New
SF
417
Synovus Financial
Georgia
$237K – – –
TRCT
418
Tower Research Capital (TRC)
New York
$230K -$374K -6,322 -63%
SKK
419
Shepherd Kaplan Krochuk
Massachusetts
$230K -$71K -1,200 -24%
RGC
420
Roberts, Glore & Co
Illinois
$227K -$4.91K -83 -2%
CWM
421
Cadence Wealth Management
Massachusetts
$226K -$29K -490 -12%
WHG
422
Westwood Holdings Group
Texas
$224K +$219K +3,700 New
SCM
423
Shapiro Capital Management
Georgia
$221K +$215K +3,640 New
WFI
424
West Family Investments
California
$220K +$215K +3,630 New
SG
425
StoneX Group
New York
$219K +$211K +3,574 New