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Name Holding Trade Value Shares
Change
Change in
Stake
CMF
426
Counterpoint Mutual Funds
California
$413K +$450K +4,726 New
NA
427
NewEdge Advisors
Louisiana
$413K -$88.2K -925 -16%
SWM
428
Shakespeare Wealth Management
Wisconsin
$412K – – –
GWM
429
Gitterman Wealth Management
New Jersey
$409K -$4.86K -51 -1%
VA
430
Vident Advisory
Georgia
$407K +$444K +4,654 New
IMCOOI
431
Investment Management Corp of Ontario (IMCO)
Canada
$407K – – –
AFG
432
Atomi Financial Group
New York
$399K +$68.8K +722 +19%
XT
433
XTX Topco
Cayman Islands
$394K +$430K +4,508 New
PTC
434
Petrus Trust Company
Texas
$391K +$158K +1,657 +59%
SFA
435
Sequoia Financial Advisors
Ohio
$390K +$102K +1,067 +32%
MHIC
436
Marble Harbor Investment Counsel
Massachusetts
$388K – – –
LP
437
LMR Partners
United Kingdom
$380K +$414K +4,348 New
SC
438
Steph & Co
Wisconsin
$379K – – –
WI
439
Wahed Invest
New York
$379K +$46.7K +490 +13%
EWA
440
EP Wealth Advisors
California
$378K -$11.2K -118 -3%
TRCT
441
Tower Research Capital (TRC)
New York
$378K -$695K -7,293 -63%
RRA
442
Round Rock Advisors
Connecticut
$376K – – –
BEI
443
Benjamin Edwards Inc
Missouri
$376K +$34.2K +359 +9%
ECM
444
Everence Capital Management
Indiana
$372K – – –
SSW
445
Smith Shellnut Wilson
Mississippi
$368K – – –
WH
446
Whitcomb & Hess
Ohio
$367K – – –
OWP
447
ORG Wealth Partners
Texas
$366K -$309K -3,243 -44%
AC
448
AXQ Capital
New Jersey
$365K +$398K +4,174 New
AFCM
449
Applied Finance Capital Management
Puerto Rico
$363K +$5.81K +61 +1%
OFG
450
Oxford Financial Group
Indiana
$362K – – –