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Name Holding Trade Value Shares
Change
Change in
Stake
YCM
226
Yousif Capital Management
Michigan
$318K
AFG
227
Atomi Financial Group
New York
$306K -$19.3K -1,578 -6%
CCIA
228
Campbell & Co Investment Adviser
Maryland
$306K +$311K +25,371 New
CIS
229
Custom Index Systems
New York
$305K -$18.3K -1,497 -6%
GCIA
230
Gabelli & Co Investment Advisers
New York
$301K +$184K +15,000 +150%
BTI
231
Blue Trust Inc
Georgia
$299K +$62.3K +5,092 +31%
VIM
232
Vinva Investment Management
Australia
$298K
CWM
233
Congress Wealth Management
Massachusetts
$287K -$1.02K -83 -0.3%
QCM
234
Quantinno Capital Management
New York
$266K -$11.2K -913 -4%
FTUS
235
Flow Traders U.S.
New York
$266K +$271K +22,114 New
PWPS
236
Pinnacle Wealth Planning Services
Ohio
$250K
BP
237
Ballentine Partners
Massachusetts
$250K -$17.8K -1,452 -7%
WP
238
Westmount Partners
California
$241K
Daiwa Securities Group
239
Daiwa Securities Group
Japan
$240K +$4.9K +400 +2%
IIM
240
INTECH Investment Management
Florida
$239K +$20.4K +1,664 +9%
QI
241
Qtron Investments
Massachusetts
$232K
FRM
242
Fox Run Management
Connecticut
$228K -$201K -16,393 -46%
CIA
243
Concurrent Investment Advisors
Florida
$217K -$135K -11,000 -38%
SFA
244
Sequoia Financial Advisors
Ohio
$212K -$17.6K -1,439 -8%
RWM
245
Ritholtz Wealth Management
New York
$201K -$10.5K -857 -5%
CA
246
Claro Advisors
Massachusetts
$196K +$2.99K +244 +2%
SA
247
Shilanski & Associates
Alaska
$193K +$196K +15,998 New
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$189K +$192K +15,704 New
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$187K +$45.9K +3,746 +32%
IAA
250
Independent Advisor Alliance
North Carolina
$185K -$5.32K -435 -3%