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Name Holding Trade Value Shares
Change
Change in
Stake
KI
901
Kapitalo Investimentos
Brazil
$751K +$354K +1,848 +103%
MC
902
Moors & Cabot
Massachusetts
$751K +$191 +1 +0%
FHA
903
Flagship Harbor Advisors
Massachusetts
$750K -$23.2K -121 -3%
PCM
904
Penserra Capital Management
California
$748K -$9.92M -51,800 -93%
PWMG
905
Prestige Wealth Management Group
New Jersey
$747K -$33.1K -173 -5%
CSPIA
906
Cary Street Partners Investment Advisory
Virginia
$744K +$36.2K +189 +6%
HIM
907
Hillsdale Investment Management
Ontario, Canada
$739K +$685K +3,580 New
STA
908
Summit Trail Advisors
New York
$737K -$413K -2,159 -38%
NP
909
Ninepoint Partners
Ontario, Canada
$735K -$67.2K -351 -9%
CIM
910
CIM Investment Management
Pennsylvania
$728K -$12.1K -63 -2%
FGA
911
Fortis Group Advisors
New Jersey
$725K +$148K +773 +28%
FB
912
Fulton Bank
Pennsylvania
$723K -$957 -5 -0.1%
JCIA
913
Jackson Creek Investment Advisors
Colorado
$718K +$666K +3,479 New
SIA
914
Strategic Investment Advisors
Michigan
$717K -$20.1K -105 -3%
TPI
915
Trust Point Inc
Wisconsin
$717K +$12.3K +64 +2%
Fuller & Thaler Asset Management
916
Fuller & Thaler Asset Management
California
$716K
SPL
917
Smart Portfolios LLC
Washington
$709K -$1.91K -10 -0.3%
CA
918
Crumly & Associates
Illinois
$707K -$24.7K -129 -4%
OWA
919
One Wealth Advisors
California
$706K -$5.93K -31 -0.9%
PWM
920
Perigon Wealth Management
California
$706K +$36.2K +189 +6%
MBT
921
Montecito Bank & Trust
California
$704K +$124K +646 +23%
PWPS
922
Pinnacle Wealth Planning Services
Ohio
$704K -$7.66K -40 -1%
VI
923
Versor Investments
New York
$702K +$651K +3,400 New
IAS
924
Insigneo Advisory Services
Florida
$701K -$121K -633 -16%
RS
925
Retirement Solution
Washington
$700K +$650K +3,394 New