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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Chiron Capital Management
Florida
$644K +$290K +6,500 +76%
VSQM
302
V-Square Quantitative Management
Illinois
$636K +$20K +448 +3%
PAP
303
Persistent Asset Partners
Hong Kong
$629K +$215K +4,804 +48%
NSUP
304
NLB Skladi upravljanje premozenja
$629K
VFA
305
Voya Financial Advisors
Connecticut
$625K -$285K -6,383 -31%
AA
306
AlphaCentric Advisors
Puerto Rico
$622K +$9.29K +208 +1%
TFA
307
Transamerica Financial Advisors
Florida
$622K -$6.3K -141 -1%
PA
308
Profund Advisors
Maryland
$613K -$18.5K -415 -3%
AIM
309
Aigen Investment Management
New York
$613K +$642K +14,359 New
KMWM
310
Keudell/Morrison Wealth Management
Oregon
$612K +$10.8K +241 +2%
LF
311
Lantz Financial
Illinois
$609K +$48.6K +1,088 +8%
EP
312
Evelyn Partners
$607K +$636K +14,233 New
AWM
313
Apollon Wealth Management
South Carolina
$603K -$16.3K -365 -3%
BFG
314
Beacon Financial Group
Texas
$601K +$4.2K +94 +0.7%
BWM
315
BKM Wealth Management
Wisconsin
$598K +$32K +716 +5%
CW
316
Code Waechter
Florida
$593K +$18.6K +416 +3%
LCM
317
Leisure Capital Management
California
$586K +$69.1K +1,547 +13%
DWT
318
Dorsey & Whitney Trust
South Dakota
$582K -$61.9K -1,386 -9%
BRWA
319
B. Riley Wealth Advisors
Florida
$579K +$41.8K +935 +8%
KPWS
320
Kestra Private Wealth Services
Texas
$577K -$159K -3,565 -21%
PPC
321
Park Place Capital
Alabama
$575K +$42.5K +951 +8%
AFG
322
Atomi Financial Group
New York
$575K +$7.55K +169 +1%
GT
323
Glenmede Trust
Pennsylvania
$553K -$2.11M -47,210 -78%
EI
324
Ellevest Inc
New York
$548K -$1.21K -27 -0.2%
IPW
325
Inlet Private Wealth
Florida
$542K +$567K +12,700 New