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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
301
Ritholtz Wealth Management
New York
$566K +$48.3K +924 +9%
MLM
302
Mount Lucas Management
Pennsylvania
$565K +$583K +11,150 New
ASN
303
Advisory Services Network
Georgia
$543K +$113K +2,161 +25%
AWM
304
Avior Wealth Management
Nebraska
$538K
JMPWA
305
JP Morgan Private Wealth Advisors
California
$538K +$554K +10,602 New
DWM
306
Drive Wealth Management
Utah
$531K +$2.35K +45 +0.4%
1832 Asset Management
307
1832 Asset Management
Ontario, Canada
$507K -$3.5K -67 -0.7%
SIA
308
Strategic Investment Advisors
Michigan
$502K +$518K +9,904 New
TPM
309
Triasima Portfolio Management
Quebec, Canada
$501K -$12.8K -245 -2%
RCM
310
Radnor Capital Management
Pennsylvania
$484K
BC
311
Bridgefront Capital
Texas
$479K +$494K +9,450 New
CF
312
Cantor Fitzgerald
New York
$467K -$2.12M -40,474 -81%
DWM
313
Dorchester Wealth Management
Quebec, Canada
$461K
RCAG
314
Rehmann Capital Advisory Group
Michigan
$458K +$5.07K +97 +1%
DMIC
315
Dixon Mitchell Investment Counsel
British Columbia, Canada
$449K
HCA
316
Harbour Capital Advisors
Virginia
$448K +$217K +4,154 +77%
KWM
317
Kingsview Wealth Management
Oregon
$448K +$52 +1 +0%
YCM
318
Yousif Capital Management
Michigan
$445K -$14.6K -280 -3%
FIM
319
Fruth Investment Management
Texas
$441K
TI
320
Tidal Investments
Wisconsin
$434K -$92.2K -1,764 -17%
HIS
321
Harvest Investment Services
Illinois
$433K -$121K -2,319 -21%
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$429K -$68.1K -1,303 -13%
ZIMP
323
Zimmermann Investment Management & Planning
Pennsylvania
$422K +$7.84K +150 +2%
SI
324
Sapience Investments
California
$420K +$433K +8,288 New
EF
325
Empirical Finance
Pennsylvania
$420K +$1.57K +30 +0.4%