Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
676
Financial Engines Advisors
California
$319K +$1.95K +19 +0.7%
PFBT
677
Parkside Financial Bank & Trust
Missouri
$317K +$8.92K +87 +3%
FC
678
Fulcrum Capital
Washington
$315K – – –
DS
679
DRW Securities
Illinois
$314K +$295K +2,877 New
PCM
680
Penserra Capital Management
California
$313K -$1.54K -15 -0.5%
XF
681
XML Financial
Maryland
$313K +$29.2K +285 +11%
EGM
682
Engineers Gate Manager
New York
$308K -$11.2M -109,072 -97%
IAIM
683
International Assets Investment Management
Florida
$307K +$1.33K +13 +0.5%
SM
684
STF Management
Texas
$301K -$531K -5,180 -65%
DC
685
Davenport & Co
Virginia
$300K -$2.46K -24 -0.9%
DBRC
686
D.B. Root & Company
Pennsylvania
$298K +$10.2K +100 +4%
RB
687
Renasant Bank
Mississippi
$295K -$4.41K -43 -2%
JMFC
688
J.M. Forbes & Co
Massachusetts
$292K – – –
HGWM
689
Horst & Graben Wealth Management
Oregon
$292K +$1.54K +15 +0.6%
JSC
690
Jackson Square Capital
California
$290K +$9.22K +90 +4%
CAWM
691
Capital Advisors Wealth Management
Washington
$290K -$40.7K -397 -13%
LAM
692
L2 Asset Management
Massachusetts
$289K +$18K +176 +7%
EPW
693
Evolve Private Wealth
California
$289K +$267K +2,603 New
NIA
694
NIA Impact Advisors
California
$289K +$512 +5 +0.2%
DWM
695
Drive Wealth Management
Utah
$289K +$2.97K +29 +1%
FFM
696
Fullerton Fund Management
Singapore
$288K +$269K +2,626 New
SAM
697
Synergy Asset Management
Washington
$287K -$784K -7,650 -74%
RPWA
698
Regent Peak Wealth Advisors
Georgia
$286K +$4.41K +43 +2%
KF
699
Krilogy Financial
Missouri
$285K +$3.89K +38 +2%
OL
700
Optas LLC
Texas
$285K +$16.2K +158 +6%