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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
526
Cladis Investment Advisory
Montana
$412K +$305K +7,150 +118%
WE
527
Wealth Effects
Massachusetts
$410K +$27.8K +650 +5%
PI
528
PFS Investments
Georgia
$410K +$97.2K +2,277 +21%
AWM
529
Axxcess Wealth Management
California
$410K +$184K +4,310 +49%
FWP
530
FAS Wealth Partners
Kansas
$410K +$205K +4,800 +58%
CWS
531
Cypress Wealth Services
California
$405K -$11.1K -260 -2%
RFMS
532
RWQ Financial Management Services
Florida
$403K -$1.49M -34,800 -73%
FTDI
533
First Trust Direct Indexing
Massachusetts
$402K -$10.9K -255 -2%
BIM
534
Baldwin Investment Management
Pennsylvania
$398K -$5.55K -130 -1%
ETC
535
Exchange Traded Concepts
Oklahoma
$397K -$204K -4,770 -27%
CCM
536
Conway Capital Management
California
$397K -$18.8K -440 -3%
XT
537
XTX Topco
Cayman Islands
$394K +$538K +12,608 New
AP
538
Advisor Partners
California
$393K +$112K +2,620 +26%
GIA
539
Gladstone Institutional Advisory
Florida
$392K -$338K -7,920 -39%
GITFIT
540
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$391K – – –
CG
541
Caprock Group
Idaho
$386K +$69.6K +1,630 +15%
HSA
542
HBK Sorce Advisory
Pennsylvania
$386K +$158K +3,690 +43%
ACM
543
AlphaCrest Capital Management
New York
$385K -$496K -11,622 -49%
Assenagon Asset Management
544
Assenagon Asset Management
Luxembourg
$382K -$51.4M -1,204,350 -99%
HHGA
545
Halbert Hargrove Global Advisors
California
$380K +$6.83K +160 +1%
RC
546
Roundview Capital
New Jersey
$377K – – –
UMC
547
United Maritime Capital
New York
$375K -$1.26M -29,500 -71%
NC
548
NZS Capital
Colorado
$371K -$321K -7,520 -39%
VAS
549
Vestmark Advisory Solutions
Massachusetts
$370K +$114K +2,680 +29%
WC
550
Woodstock Corp
Massachusetts
$368K +$296K +6,930 +143%