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Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
501
WCM Investment Management
California
$441K +$439K +3,419 New
LDB
502
Lee, Danner & Bass
Tennessee
$439K
EI
503
Ethic Inc
New York
$438K -$118K -917 -21%
BBNA
504
Bremer Bank National Association
Minnesota
$437K -$20.6K -160 -5%
DWM
505
Dakota Wealth Management
Florida
$437K
Nomura Holdings
506
Nomura Holdings
Japan
$427K -$1.46M -11,368 -77%
Fiera Capital (Canada)
507
Fiera Capital (Canada)
Quebec, Canada
$421K +$15.2K +118 +4%
SIM
508
Sentry Investment Management
Wisconsin
$420K -$2M -15,546 -83%
FBFS
509
First Business Financial Services
Wisconsin
$413K +$12.8K +100 +3%
SPIA
510
Steward Partners Investment Advisory
New York
$403K +$190K +1,479 +90%
ODCM
511
Old Dominion Capital Management
Virginia
$401K -$513K -3,993 -56%
SWM
512
SeaCrest Wealth Management
New York
$401K -$23K -179 -5%
AUB
513
Atlantic Union Bankshares
Virginia
$393K -$112K -870 -22%
AMIM
514
Aull & Monroe Investment Management
Alabama
$391K -$22.5K -175 -5%
RWA
515
Ropes Wealth Advisors
Massachusetts
$389K +$58.7K +457 +19%
DA
516
DCM Advisors
New York
$387K
SIA
517
Strategic Investment Advisors
Michigan
$387K +$385K +2,994 New
Marshall Wace
518
Marshall Wace
United Kingdom
$386K -$134K -1,045 -26%
VFA
519
Voya Financial Advisors
Connecticut
$383K +$386K +3,006 New
RHBC
520
R.H. Bluestein & Co
Michigan
$370K
Holocene Advisors
521
Holocene Advisors
New York
$369K +$367K +2,855 New
MHS
522
M Holdings Securities
Oregon
$369K +$367K +2,857 New
WA
523
Wealth Alliance
New York
$368K +$366K +2,851 New
MP
524
McDonald Partners
Ohio
$367K
BTWM
525
Baker Tilly Wealth Management
Wisconsin
$367K +$366K +2,845 New