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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
226
Octahedron Capital Management
California
$925K +$990K +16,400 +456%
VFA
227
Voya Financial Advisors
Connecticut
$914K +$212K +3,514 +23%
PCMC
228
Paragon Capital Management (Colorado)
Colorado
$905K
TCMNY
229
Thrive Capital Management (New York)
New York
$879K +$574K +9,510 +100%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$860K +$82.1K +1,361 +8%
IAA
231
Independent Advisor Alliance
North Carolina
$856K +$189K +3,128 +20%
S
232
Surevest
California
$843K +$964K +15,980 +711%
PI
233
PEAK6 Investments
Illinois
$839K -$1.56M -25,881 -59%
VIA
234
Vident Investment Advisory
Georgia
$836K +$241K +3,995 +28%
ACS
235
Archford Capital Strategies
Illinois
$836K +$514K +8,526 +100%
M&T Bank
236
M&T Bank
New York
$820K +$195K +3,240 +22%
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$820K +$309K +5,129 +41%
Mackenzie Financial
238
Mackenzie Financial
Ontario, Canada
$819K +$366K +6,069 +52%
AO
239
Allen Operations
New York
$800K
CC
240
Copperleaf Capital
North Carolina
$791K +$412K +6,828 +66%
BFM
241
Boothbay Fund Management
New York
$786K +$793K +13,142 +341%
GSWM
242
Greenup Street Wealth Management
Michigan
$769K +$1M +16,628 New
TWC
243
TD Waterhouse Canada
Ontario, Canada
$768K +$634K +10,514 +254%
SFA
244
Semmax Financial Advisors
North Carolina
$760K +$183K +3,041 +23%
BCV
245
Banque Cantonale Vaudoise
Switzerland
$754K +$442K +7,319 +81%
GWM
246
Geneos Wealth Management
Colorado
$753K +$256K +4,237 +35%
EDRH
247
Edmond de Rothschild Holding
Switzerland
$750K +$399K +6,605 +69%
TI
248
Tidal Investments
Wisconsin
$746K +$158K +2,612 +19%
HCM
249
Helios Capital Management
Singapore
$738K +$962K +15,950 New
TPA
250
Trivium Point Advisory
Connecticut
$728K +$241 +4 +0%