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Name Holding Trade Value Shares
Change
Change in
Stake
ASC
676
Ares Systematic Credit
$710K +$221K +1,194 +35%
HI
677
Harbour Investments
Wisconsin
$710K +$153K +828 +21%
CM
678
Caption Management
Oklahoma
$709K -$3.1M -16,738 -78%
KC
679
Kepler Cheuvreux
$702K +$862K +4,655 New
WF
680
Womack Financial
Texas
$695K -$4.07K -22 -0.5%
SDP
681
Sentinel Dome Partners
California
$694K +$851K +4,600 New
AI
682
AXS Investments
New York
$683K -$112K -607 -12%
IGGA
683
Iron Gate Global Advisors
Utah
$681K -$307K -1,657 -27%
WA
684
Waddell & Associates
Tennessee
$677K +$30.7K +166 +4%
MIF
685
Mediolanum International Funds
Ireland
$667K +$804K +4,343 New
FCH
686
Freestone Capital Holdings
Washington
$667K -$3.52K -19 -0.4%
NF
687
Nikulski Financial
Iowa
$663K +$520K +2,812 +177%
CHAM
688
Clear Harbor Asset Management
Connecticut
$663K +$265K +1,433 +48%
RMP
689
Richards, Merrill & Peterson
Washington
$661K +$23.1K +125 +3%
RFC
690
Regions Financial Corp
Alabama
$660K +$40.5K +219 +5%
YCM
691
Yousif Capital Management
Michigan
$657K +$32.8K +177 +4%
LIA
692
LBMC Investment Advisors
Tennessee
$653K
RRA
693
Round Rock Advisors
Connecticut
$650K
BFM
694
Boothbay Fund Management
New York
$649K -$11.7K -63 -1%
BIG
695
Brooklyn Investment Group
New York
$648K +$391K +2,115 +97%
CPA
696
Capital Performance Advisors
California
$643K +$252K +1,362 +47%
SFC
697
SYM Financial Corp
Indiana
$641K -$4.44K -24 -0.6%
DI
698
Diligent Investors
California
$641K -$12K -65 -2%
CCM
699
Coldstream Capital Management
Washington
$640K +$293K +1,581 +59%
SW
700
SteelPeak Wealth
California
$639K -$650K -3,513 -45%