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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
201
Forum Financial Management
Illinois
$245K
HAG
202
HighPoint Advisor Group
Illinois
$241K +$192K +6,332 New
PA
203
PSI Advisors
Florida
$238K +$204K +6,713 New
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$236K +$182K +5,999 New
Acadian Asset Management
205
Acadian Asset Management
Massachusetts
$233K +$200K +6,587 New
OWP
206
Obermeyer Wealth Partners
Colorado
$231K +$198K +6,529 New
X
207
Xponance
Pennsylvania
$230K +$197K +6,483 New
LA
208
LVW Advisors
New York
$229K +$196K +6,463 New
TCM
209
Teza Capital Management
Illinois
$228K +$195K +6,434 New
PWS
210
Precision Wealth Strategies
Missouri
$227K +$194K +6,401 New
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$224K -$89.3K -2,940 -32%
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$222K +$190K +6,269 New
AFG
213
Atomi Financial Group
New York
$216K +$185K +6,100 New
CIBC World Market
214
CIBC World Market
Ontario, Canada
$213K +$182K +6,000 New
PAS
215
Point72 Asia (Singapore)
Singapore
$193K +$166K +5,451 New
CH
216
Canton Hathaway
Rhode Island
$177K +$152K +5,000 New
ADL
217
Asset Dedication LLC
California
$160K
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$155K +$133K +4,375 New
A
219
AlphaQuest
New York
$151K +$52.5K +1,728 +68%
AI
220
AdvisorShares Investments
Maryland
$150K +$128K +4,220 New
AB
221
Amalgamated Bank
New York
$122K
S
222
Sachetta
Massachusetts
$111K +$95.4K +3,142 New
KBC Group
223
KBC Group
Belgium
$111K +$21.4K +704 +29%
US Bancorp
224
US Bancorp
Minnesota
$104K +$6.56K +216 +8%
SOW
225
State of Wyoming
Wyoming
$99K +$17.1K +563 +25%