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Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
276
Straight Path Wealth Management
Michigan
$240K
AB
277
Amalgamated Bank
New York
$238K +$50.7K +2,361 +25%
QC
278
Quent Capital
New York
$235K +$62.1K +2,888 +33%
QLSGSCF
279
Quent Long Short Global Small Cap Fund
New York
$235K +$253K +11,756 New
LCS
280
Levin Capital Strategies
New York
$234K
JC
281
JB Capital
Connecticut
$234K +$3.29K +153 +1%
CAM
282
Concorde Asset Management
Michigan
$231K +$248K +11,557 New
KWA
283
Kingswood Wealth Advisors
California
$223K +$28.2K +1,310 +13%
SIC
284
Sage Investment Counsel
Tennessee
$223K -$524K -24,392 -69%
UIM
285
Unified Investment Management
Georgia
$222K -$71K -3,305 -23%
HCMT
286
Highland Capital Management (Tennessee)
Tennessee
$220K
AFGAS
287
Allegiance Financial Group Advisory Services
Virginia
$219K -$62.9K -2,927 -21%
MFS
288
Mirabella Financial Services
United Kingdom
$218K +$235K +10,926 New
Truist Financial
289
Truist Financial
North Carolina
$215K +$231K +10,757 New
CHAM
290
Clear Harbor Asset Management
Connecticut
$211K -$3.46K -161 -2%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$210K
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$209K -$2.6K -121 -1%
MHS
293
M Holdings Securities
Oregon
$207K +$223K +10,375 New
CAM
294
Cresset Asset Management
Illinois
$206K +$17.6K +817 +9%
X
295
Xponance
Pennsylvania
$206K +$7.05K +328 +3%
CAM
296
Claret Asset Management
Quebec, Canada
$203K -$494 -23 -0.2%
VA
297
VestGen Advisors
Illinois
$201K +$216K +10,050 New
URS
298
Utah Retirement Systems
Utah
$201K
FFA
299
Farther Finance Advisors
California
$198K -$12.8K -596 -6%
BL
300
BFSG LLC
California
$197K +$19.2K +892 +10%