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Name Holding Trade Value Shares
Change
Change in
Stake
EFM
551
E Fund Management
China
$402K +$40.8K +197 +11%
BBHC
552
Brown Brothers Harriman & Co
New York
$402K +$56.2K +271 +15%
M1FG
553
Mach-1 Financial Group
Arkansas
$400K -$13.3K -64 -3%
LSA
554
Leonteq Securities AG
Switzerland
$397K +$99.7K +481 +31%
TIM
555
Thompson Investment Management
Wisconsin
$390K
VSQM
556
V-Square Quantitative Management
Illinois
$389K +$123K +592 +42%
OGF
557
Orin Green Financial
California
$388K
HIP
558
HUB Investment Partners
Texas
$386K +$117K +565 +40%
HNB
559
Huntington National Bank
Ohio
$385K -$3.11K -15 -0.8%
EWM
560
Empirical Wealth Management
Washington
$380K -$211K -1,020 -34%
Capstone Investment Advisors
561
Capstone Investment Advisors
New York
$377K -$130K -628 -25%
CAM
562
Congress Asset Management
Massachusetts
$373K -$203K -978 -34%
LIM
563
Leavell Investment Management
Alabama
$372K -$62.2K -300 -14%
SWP
564
Sagespring Wealth Partners
Tennessee
$366K -$67.4K -325 -15%
BP
565
Ballentine Partners
Massachusetts
$366K -$349K -1,686 -47%
MA
566
MCF Advisors
Kentucky
$364K -$256K -1,237 -40%
WJWM
567
Williams Jones Wealth Management
New York
$361K -$202K -975 -34%
BAAM
568
Baker Avenue Asset Management
California
$356K +$120K +581 +47%
NA
569
NewEdge Advisors
Louisiana
$353K -$7.67K -37 -2%
PIMJS
570
PKO Investment Management Joint-Stock
Poland
$351K
HCA
571
Harbor Capital Advisors
Illinois
$350K +$829 +4 +0.2%
BWA
572
Basecamp Wealth Advisors
Washington
$348K +$207 +1 +0.1%
IA
573
IFP Advisors
Florida
$342K +$104K +501 +40%
SAM
574
Smartleaf Asset Management
Massachusetts
$341K
HWA
575
Heartwood Wealth Advisors
Virginia
$341K -$119K -573 -25%