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Name Holding Trade Value Shares
Change
Change in
Stake
BC
376
Burney Company
Virginia
$214K – – –
WA
377
WBH Advisory
Maryland
$214K – – –
BRWM
378
B. Riley Wealth Management
Tennessee
$212K +$219K +318 New
UCFA
379
United Capital Financial Advisors
Texas
$211K +$217K +316 New
TI
380
Tidal Investments
Wisconsin
$211K +$218K +317 New
BFM
381
Boothbay Fund Management
New York
$209K -$1.04M -1,514 -83%
EI
382
Ethic Inc
New York
$205K +$212K +308 New
ACM
383
AlphaStar Capital Management
North Carolina
$204K +$209K +303 New
VI
384
Versor Investments
New York
$203K -$224K -325 -52%
QT
385
Quantamental Technologies
New York
$200K -$772K -1,121 -79%
FCH
386
Freestone Capital Holdings
Washington
$200K – – –
MCM
387
McRae Capital Management
New Jersey
$200K – – –
HH
388
Hilltop Holdings
Texas
$200K +$206K +300 New
PCA
389
Personal Capital Advisors
California
$200K +$206K +300 New
CFGS
390
Concourse Financial Group Securities
Alabama
$198K +$9.64K +14 +5%
OC
391
Oakworth Capital
Alabama
$197K – – –
FPS
392
Fieldpoint Private Securities
Connecticut
$179K – – –
ST
393
Smithfield Trust
Pennsylvania
$178K – – –
JIR
394
James Investment Research
Ohio
$163K +$19.3K +28 +13%
HFM
395
Harvest Fund Management
China
$157K -$33.7K -49 -17%
Koshinski Asset Management
396
Koshinski Asset Management
Illinois
$151K +$156K +227 New
SCA
397
Stonebridge Capital Advisors
Minnesota
$133K – – –
SWM
398
Sugarloaf Wealth Management
Georgia
$129K +$3.44K +5 +3%
KBC Group
399
KBC Group
Belgium
$126K -$38.5K -56 -23%
BAM
400
Belpointe Asset Management
Nevada
$126K +$2.06K +3 +2%