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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
426
Simon Quick Advisors
New Jersey
$327K -$11.6K -299 -4%
MHIC
427
Marble Harbor Investment Counsel
Massachusetts
$327K -$7.32K -188 -2%
DPAM
428
Degroof Petercam Asset Management
Belgium
$326K +$291K +7,475 New
VWM
429
Venturi Wealth Management
Texas
$325K +$4.94K +127 +2%
YMRC
430
Yorktown Management & Research Company
Virginia
$319K
AAS
431
Avantax Advisory Services
Texas
$317K +$3.85K +99 +1%
CI Investments Inc
432
CI Investments Inc
Ontario, Canada
$316K +$52.2K +1,340 +23%
WPC
433
Wedmont Private Capital
Pennsylvania
$315K +$7.04K +181 +3%
BP
434
Ballentine Partners
Massachusetts
$311K +$15.4K +396 +6%
FTDI
435
First Trust Direct Indexing
Massachusetts
$303K -$21.8K -561 -7%
BCM
436
Bayesian Capital Management
New York
$303K +$270K +6,940 New
DA
437
Duality Advisers
Florida
$302K -$3.7M -95,001 -93%
BFG
438
Bleakley Financial Group
New Jersey
$302K +$7.67K +197 +3%
SS
439
Simplicity Solutions
Minnesota
$302K +$7.67K +197 +3%
QI
440
Qtron Investments
Massachusetts
$296K
IMCOOI
441
Investment Management Corp of Ontario (IMCO)
Canada
$295K +$263K +6,763 New
IA
442
IFP Advisors
Florida
$295K +$27.9K +718 +12%
Cetera Investment Advisers
443
Cetera Investment Advisers
Illinois
$295K -$15.9K -409 -6%
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$292K +$48.6K +1,248 +23%
KPWS
445
Kestra Private Wealth Services
Texas
$285K -$13.2K -338 -5%
SS
446
Sunbelt Securities
Texas
$280K -$60.2K -1,548 -19%
AG
447
Algert Global
California
$280K
IIC
448
Integrated Investment Consultants
Michigan
$279K
CT
449
Chicago Trust
Illinois
$275K
FL
450
Fort LP
Maryland
$270K -$2.65K -68 -1%