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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
476
Capstone Investment Advisors
New York
$217K +$217K +3,846 New
SWM
477
Seed Wealth Management
Illinois
$216K – – –
MOS
478
MGO One Seven
Ohio
$216K -$71.5K -1,265 -25%
PFM
479
Privium Fund Management
Netherlands
$216K +$29.2K +516 +16%
AAM
480
Alken Asset Management
United Kingdom
$214K – – –
KWA
481
Kingswood Wealth Advisors
California
$213K +$214K +3,787 New
HCM
482
Harvey Capital Management
Florida
$213K +$213K +3,775 New
GAM
483
Gotham Asset Management
New York
$212K +$213K +3,772 New
HIM
484
Hillsdale Investment Management
Ontario, Canada
$209K +$28.3K +500 +16%
CJFS
485
Coulter & Justus Financial Services
Tennessee
$208K – – –
AAS
486
Avantax Advisory Services
Texas
$207K -$1.13K -20 -0.5%
LIP
487
Lighthouse Investment Partners
Florida
$206K -$2.1M -37,149 -91%
LAM
488
Lakewood Asset Management
Illinois
$200K -$164K -2,909 -45%
Envestnet Portfolio Solutions
489
Envestnet Portfolio Solutions
Illinois
$200K -$181K -3,196 -47%
RFO
490
RiverGlades Family Offices
Florida
$200K – – –
HCM
491
Hollencrest Capital Management
California
$193K – – –
BTI
492
Blue Trust Inc
Georgia
$175K -$7.12K -126 -4%
BCWM
493
Bartlett & Co Wealth Management
Ohio
$174K – – –
BC
494
Bartlett & Co
Ohio
$174K – – –
UCB
495
United Community Bank
South Carolina
$172K -$170 -3 -0.1%
Jones Financial Companies
496
Jones Financial Companies
Missouri
$169K +$91.4K +1,617 +117%
PIM
497
Platinum Investment Management
Australia
$159K +$41.2K +729 +35%
SPIA
498
Steward Partners Investment Advisory
New York
$156K +$1.13K +20 +0.7%
WTA
499
Washington Trust Advisors
Massachusetts
$151K – – –
SWM
500
Spire Wealth Management
Virginia
$148K -$5.26K -93 -3%