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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$643K +$206K +3,150 +48%
MNBTD
477
Moody National Bank Trust Division
Texas
$638K -$53.9K -825 -8%
SFM
478
Signet Financial Management
New Jersey
$633K +$3.85K +59 +0.6%
RIP
479
RAM Investment Partners
Washington
$626K +$620K +9,485 New
MAS
480
Meeder Advisory Services
Ohio
$623K +$617K +9,443 New
FANJ
481
Financial Architects (New Jersey)
New Jersey
$616K
FCH
482
Freestone Capital Holdings
Washington
$613K +$30.8K +471 +5%
OPS
483
Orion Portfolio Solutions
Nebraska
$604K +$82.2K +1,258 +16%
EOJOAM
484
E. Ohman J:or Asset Management
Sweden
$594K
JF
485
JSF Financial
California
$592K +$586K +8,972 New
HIIFS
486
Harel Insurance Investments & Financial Services
Israel
$589K +$505K +7,725 +615%
LCOV
487
London Company of Virginia
Virginia
$579K
DA
488
Denali Advisors
California
$574K +$78.4K +1,200 +16%
BWA
489
BDO Wealth Advisors
Florida
$574K +$58.3K +892 +11%
BFM
490
Boothbay Fund Management
New York
$573K +$322K +4,929 +131%
BFG
491
Bleakley Financial Group
New Jersey
$563K +$557K +8,532 New
MFS
492
Mirabella Financial Services
United Kingdom
$560K +$554K +8,483 New
SWS
493
SYSTM Wealth Solutions
Illinois
$556K +$550K +8,423 New
BOPW
494
Brandywine Oak Private Wealth
Pennsylvania
$554K -$35.9K -550 -6%
ACA
495
Aspire Capital Advisors
Washington
$550K
SF
496
Synovus Financial
Georgia
$547K +$160K +2,456 +42%
FIM
497
Fruth Investment Management
Texas
$544K
SB
498
Strategic Blueprint
Georgia
$541K -$46.8K -717 -8%
TMAM
499
Tokio Marine Asset Management
Japan
$540K +$79.4K +1,215 +17%
GCM
500
Greenland Capital Management
New York
$540K +$535K +8,186 New