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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
226
Lake Street Advisors Group
New Hampshire
$395K +$161K +12,305 +58%
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$391K +$6.22K +475 +1%
KM
228
Kalos Management
Georgia
$391K
CAAS
229
Capital Asset Advisory Services
Michigan
$390K +$17.4K +1,330 +4%
RWM
230
Ritholtz Wealth Management
New York
$389K +$431K +32,870 New
AIM
231
Anchor Investment Management
South Carolina
$388K -$1.64K -125 -0.4%
OFS
232
OneAscent Financial Services
Alabama
$380K -$48.6K -3,710 -10%
OWD
233
Osborn Williams & Donohoe
Ohio
$375K
AAM
234
Advisors Asset Management
Colorado
$372K -$156K -11,880 -27%
FGP
235
Foyston, Gordon, & Payne
Ontario, Canada
$372K -$2.75M -209,980 -87%
JIC
236
Johnson Investment Counsel
Ohio
$372K -$1.9K -145 -0.5%
Toronto Dominion Bank
237
Toronto Dominion Bank
Ontario, Canada
$370K +$69.5K +5,300 +21%
BP
238
Ballentine Partners
Massachusetts
$367K -$67.4K -5,145 -14%
AIM
239
Alhambra Investment Management
Florida
$361K -$53.3K -4,065 -12%
PGIM
240
Pacific Global Investment Management
California
$359K
RCA
241
Resonant Capital Advisors
Wisconsin
$358K -$135K -10,270 -25%
FHA
242
Flagship Harbor Advisors
Massachusetts
$355K -$44.7K -3,410 -10%
BCM
243
Bayesian Capital Management
New York
$355K -$20.2K -1,540 -5%
MAFM
244
Mid Atlantic Financial Management
Pennsylvania
$354K +$105K +8,025 +37%
WTC
245
WhitTier Trust Company
Nevada
$343K
GIM
246
Grassi Investment Management
California
$343K +$162K +12,375 +74%
EMG
247
Ellington Management Group
Connecticut
$337K +$72.1K +5,500 +24%
SMH
248
Sanders Morris Harris
Texas
$334K
WANY
249
Wealthspire Advisors (New York)
New York
$323K +$358K +27,295 New
HPCM
250
High Pointe Capital Management
Illinois
$308K +$15.7K +1,200 +5%