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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
176
Sargent Investment Group
Maryland
$448K +$113K +17,530 +38%
FIM
177
Freedom Investment Management
Connecticut
$422K -$91K -14,173 -18%
OQS
178
Occudo Quantitative Strategies
Florida
$417K +$291K +45,385 +225%
DC
179
Diametric Capital
Massachusetts
$409K -$317K -49,380 -43%
Canada Life
180
Canada Life
Manitoba, Canada
$391K -$86K -13,399 -18%
IIA
181
IPG Investment Advisors
California
$390K -$340K -53,000 -46%
MWM
182
MinichMacGregor Wealth Management
New York
$382K
Mariner
183
Mariner
Kansas
$377K +$32K +4,985 +9%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$376K +$316K +49,245 +545%
C1AG
185
Client 1st Advisory Group
Florida
$368K +$53.6K +8,355 +17%
Victory Capital Management
186
Victory Capital Management
Texas
$341K +$344K +53,590 New
PFS
187
Prospera Financial Services
Texas
$335K +$192K +29,850 +130%
AAS
188
Avantax Advisory Services
Texas
$335K +$338K +52,680 New
IWC
189
Integrated Wealth Concepts
Massachusetts
$333K +$336K +52,399 New
JF
190
Jump Financial
Illinois
$329K -$3.11M -484,100 -90%
SWM
191
SeaCrest Wealth Management
New York
$324K +$18.5K +2,878 +6%
AWS
192
Atria Wealth Solutions
New York
$316K -$276K -42,909 -46%
CG
193
Cutler Group
California
$306K +$173K +26,964 +127%
Corient Private Wealth
194
Corient Private Wealth
Florida
$303K +$305K +47,575 New
PHS
195
Pekin Hardy Strauss
Illinois
$302K
Vanguard Personalized Indexing Management
196
Vanguard Personalized Indexing Management
California
$301K +$29.8K +4,642 +11%
Rafferty Asset Management
197
Rafferty Asset Management
New York
$293K -$205K -31,961 -41%
TIM
198
Triad Investment Management
California
$290K -$135K -21,052 -32%
LSAG
199
Lake Street Advisors Group
New Hampshire
$286K +$288K +44,925 New
Wellington Management Group
200
Wellington Management Group
Massachusetts
$285K +$288K +44,867 New