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Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
501
Gilliland Jeter Wealth Management
Arkansas
$44.3K – – –
BCV
502
Banque Cantonale Vaudoise
Switzerland
$43K -$112K -2,676 -73%
PS
503
Principal Securities
Iowa
$41.4K -$5.21K -125 -12%
GI
504
GAMMA Investing
California
$41.1K +$22.1K +530 +133%
EC
505
Elequin Capital
New York
$39.7K +$37.5K +898 New
PCC
506
Park Circle Company
Maryland
$35.4K – – –
OAJ
507
Ogorek Anthony Joseph
New York
$35K – – –
GM
508
GeoWealth Management
Illinois
$34.4K +$32.5K +778 New
RS
509
Rakuten Securities
Japan
$33.8K +$2.59K +62 +9%
NFA
510
Northwest Financial Advisors
Virginia
$31K +$29.2K +700 New
GWM
511
Geneos Wealth Management
Colorado
$30.6K – – –
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.2K – – –
WWP
513
WR Wealth Planners
Missouri
$28.8K – – –
Lazard Asset Management
514
Lazard Asset Management
New York
$28K +$24.4K +584 +885%
FFA
515
Frazier Financial Advisors
Ohio
$27.8K +$26K +624 +20,800%
VSQM
516
V-Square Quantitative Management
Illinois
$27.3K +$25.7K +616 New
GIA
517
GHP Investment Advisors
Colorado
$27.2K – – –
MHR
518
Matthew Hamilton Rosenberg
$26.8K – – –
TLA
519
Tanglewood Legacy Advisors
Texas
$23.5K – – –
Pacer Advisors
520
Pacer Advisors
Pennsylvania
$22.9K -$54.4K -1,305 -72%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$22.9K +$14.6K +349 +208%
RAM
522
Ramirez Asset Management
New York
$22.1K -$12.5K -300 -38%
YAL
523
Your Advocates Ltd
Texas
$22.1K – – –
JEST
524
JTC Employer Solutions Trustee
Jersey
$22K – – –
RTC
525
Riverview Trust Company
Washington
$22K +$20.7K +497 New