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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
426
Teza Capital Management
Illinois
$264K +$260K +1,096 New
NICM
427
Neo Ivy Capital Management
New York
$257K +$253K +1,066 New
PWPS
428
Pinnacle Wealth Planning Services
Ohio
$255K +$34.1K +144 +16%
MCM
429
MAI Capital Management
Ohio
$254K – – –
WAM
430
Wealthspire Advisors (Maryland)
Maryland
$254K +$237 +1 +0.1%
GDP
431
Great Diamond Partners
Maine
$254K +$250K +1,054 New
RG
432
Renaissance Group
Kentucky
$250K +$15.7K +66 +7%
QCG
433
Quadrant Capital Group
Ohio
$249K +$49.6K +209 +24%
CG
434
Caprock Group
Idaho
$247K +$243K +1,025 New
GCA
435
Gideon Capital Advisors
New York
$246K +$242K +1,022 New
AIS
436
American Investment Services
Massachusetts
$243K – – –
PCM
437
Prelude Capital Management
New York
$243K +$146K +616 +157%
Coatue Management
438
Coatue Management
New York
$243K +$239K +1,009 New
FGAM
439
Financial Gravity Asset Management
Texas
$241K -$2.85K -12 -86%
GIA
440
Guyasuta Investment Advisors
Pennsylvania
$241K – – –
HIM
441
Hotaling Investment Management
Pennsylvania
$235K – – –
PI
442
Putnam Investments
Massachusetts
$228K -$12M -50,692 -98%
FAAS
443
First Allied Advisory Services
California
$227K -$77.3K -326 -26%
GT
444
Greenleaf Trust
Michigan
$227K +$8.3K +35 +4%
PFA
445
Pathway Financial Advisors
Vermont
$225K – – –
GAM
446
Gotham Asset Management
New York
$224K -$106K -446 -32%
IA
447
IFP Advisors
Florida
$220K +$38.4K +162 +20%
BB
448
Busey Bank
Illinois
$218K +$1.66K +7 +0.8%
CFGS
449
Concourse Financial Group Securities
Alabama
$218K +$117K +495 +121%
AC
450
Athanor Capital
New York
$217K -$3.75M -15,800 -95%