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Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
601
Walleye Capital
New York
$323K +$36.7K +146 +13%
BFIM
602
Beese Fulmer Investment Management
Ohio
$323K +$320K +1,273 New
CAS
603
CTC Alternative Strategies
Illinois
$323K +$320K +1,273 New
ACM
604
Aurdan Capital Management
Pennsylvania
$317K -$50K -199 -14%
VAG
605
VisionPoint Advisory Group
Texas
$310K +$23.4K +93 +8%
GM
606
GeoWealth Management
Illinois
$306K +$303K +1,207 New
MA
607
Montag & Associates
Georgia
$304K
BMCM
608
Bryn Mawr Capital Management
Pennsylvania
$303K -$226K -901 -43%
BCWM
609
Bartlett & Co Wealth Management
Ohio
$302K
CI
610
CX Institutional
Indiana
$298K +$44.2K +176 +18%
VT
611
Vise Technologies
New York
$295K +$21.8K +87 +8%
HDIM
612
Hanson & Doremus Investment Management
Vermont
$293K
NAS
613
Nicolet Advisory Services
Wisconsin
$293K +$47.2K +188 +20%
AU
614
AlphaGrep UK
$292K +$289K +1,150 New
AO
615
Advisor OS
Illinois
$291K +$288K +1,148 New
CC
616
Courier Capital
New York
$289K -$47.7K -190 -14%
KBFS
617
Kohmann Bosshard Financial Services
Ohio
$288K -$37.2K -148 -12%
B
618
Bailard
California
$283K +$9.54K +38 +4%
UW
619
Unique Wealth
Florida
$282K -$34.2K -136 -11%
TC
620
TwinBeech Capital
New York
$281K +$279K +1,110 New
LCM
621
Logan Capital Management
Pennsylvania
$278K
TAM
622
Trust Asset Management
Texas
$278K -$10.8K -43 -4%
Vontobel Holding
623
Vontobel Holding
Switzerland
$278K
ST
624
Smithfield Trust
Pennsylvania
$277K +$41.4K +165 +18%
OWM
625
OneAscent Wealth Management
Alabama
$275K -$73.1K -291 -21%