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Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
801
Fidelity International
Bermuda
$338K -$63.1K -372 -14%
SCA
802
Snowden Capital Advisors
New York
$337K +$63.6K +375 +19%
AA
803
Altrafin AG
$333K +$109K +640 +39%
IP
804
Interval Partners
New York
$333K +$386K +2,276 New
QIM
805
Quantitative Investment Management
Virginia
$332K -$2.85M -16,796 -88%
BF
806
bLong Financial
Tennessee
$331K +$13.9K +82 +4%
HHGA
807
Halbert Hargrove Global Advisors
California
$329K +$509 +3 +0.1%
1WM
808
1858 Wealth Management
Ohio
$326K +$71.8K +423 +23%
AFG
809
Atomi Financial Group
New York
$324K +$376K +2,216 New
SAM
810
Shell Asset Management
Netherlands
$322K
RPGK
811
Retirement Planning Group (Kansas)
Kansas
$322K +$374K +2,202 New
CGH
812
Crossmark Global Holdings
Texas
$321K +$99.6K +587 +36%
FCM
813
Fieldview Capital Management
Michigan
$320K +$372K +2,192 New
MAM
814
Mystic Asset Management
Rhode Island
$319K +$17K +100 +5%
GI
815
GAMCO Investors
Connecticut
$319K -$881K -5,189 -70%
FFM
816
Forum Financial Management
Illinois
$318K +$19.5K +115 +6%
AIA
817
AssuredPartners Investment Advisors
Florida
$318K +$109K +640 +42%
SPA
818
Sherbrooke Park Advisers
New York
$316K +$367K +2,163 New
PSCM
819
Per Stirling Capital Management
Texas
$316K +$367K +2,162 New
CWM
820
Centurion Wealth Management
Virginia
$314K
AC
821
AXQ Capital
New Jersey
$314K +$365K +2,150 New
BEI
822
Benjamin Edwards Inc
Missouri
$313K -$14.4K -85 -4%
KWA
823
Kingswood Wealth Advisors
California
$312K +$44.1K +260 +14%
OP
824
ORG Partners
Indiana
$312K -$115K -676 -24%
AWM
825
AE Wealth Management
Kansas
$310K +$360K +2,122 New