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Name Holding Trade Value Shares
Change
Change in
Stake
MLM
301
Mount Lucas Management
Pennsylvania
$565K +$583K +11,150 New
ASN
302
Advisory Services Network
Georgia
$543K +$113K +2,161 +25%
AWM
303
Avior Wealth Management
Nebraska
$538K – – –
JMPWA
304
JP Morgan Private Wealth Advisors
California
$538K +$554K +10,602 New
DWM
305
Drive Wealth Management
Utah
$531K +$2.35K +45 +0.4%
1832 Asset Management
306
1832 Asset Management
Ontario, Canada
$507K -$3.5K -67 -0.7%
SIA
307
Strategic Investment Advisors
Michigan
$502K +$518K +9,904 New
TPM
308
Triasima Portfolio Management
Quebec, Canada
$501K -$12.8K -245 -2%
RCM
309
Radnor Capital Management
Pennsylvania
$484K – – –
BC
310
Bridgefront Capital
Texas
$479K +$494K +9,450 New
CF
311
Cantor Fitzgerald
New York
$467K -$2.12M -40,474 -81%
DWM
312
Dorchester Wealth Management
Quebec, Canada
$461K – – –
RCAG
313
Rehmann Capital Advisory Group
Michigan
$458K +$5.07K +97 +1%
DMIC
314
Dixon Mitchell Investment Counsel
British Columbia, Canada
$449K – – –
HCA
315
Harbour Capital Advisors
Virginia
$448K +$217K +4,154 +77%
KWM
316
Kingsview Wealth Management
Oregon
$448K +$52 +1 +0%
YCM
317
Yousif Capital Management
Michigan
$445K -$14.6K -280 -3%
FIM
318
Fruth Investment Management
Texas
$441K – – –
TI
319
Tidal Investments
Wisconsin
$434K -$92.2K -1,764 -17%
HIS
320
Harvest Investment Services
Illinois
$433K -$121K -2,319 -21%
Mercer Global Advisors
321
Mercer Global Advisors
Colorado
$429K -$68.1K -1,303 -13%
ZIMP
322
Zimmermann Investment Management & Planning
Pennsylvania
$422K +$7.84K +150 +2%
SI
323
Sapience Investments
California
$420K +$433K +8,288 New
EF
324
Empirical Finance
Pennsylvania
$420K +$1.57K +30 +0.4%
PAS
325
Park Avenue Securities
New York
$420K +$433K +8,285 New