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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Aries Wealth Management
Maine
$241K +$200K +9,660 New
HFM
352
Harvest Fund Management
China
$240K +$200K +9,648 New
PP
353
Prudential plc
United Kingdom
$237K -$102K -4,917 -34%
SP
354
Systematic Portfolios
New York
$230K -$282K -13,639 -60%
LIA
355
LSP Investment Advisors
New York
$229K +$191K +9,207 New
WC
356
Wynn Capital
Georgia
$229K +$190K +9,180 New
BP
357
BBR Partners
New York
$226K +$187K +9,054 New
SMH
358
Sanders Morris Harris
Texas
$224K +$186K +9,000 New
IA
359
IFP Advisors
Florida
$223K -$9.05K -437 -5%
Teacher Retirement System of Texas
360
Teacher Retirement System of Texas
Texas
$216K -$132K -6,393 -43%
CIBC Asset Management
361
CIBC Asset Management
Ontario, Canada
$214K +$178K +8,576 New
Capstone Investment Advisors
362
Capstone Investment Advisors
New York
$212K +$176K +8,515 New
MIA
363
MeadowBrook Investment Advisors
Michigan
$205K -$9.52K -460 -5%
Baird Financial Group
364
Baird Financial Group
Wisconsin
$204K +$170K +8,200 New
SMA
365
Seven Mile Advisory
New Jersey
$201K +$167K +8,056 New
HPC
366
HM Payson & Co
Maine
$201K -$4.14K -200 -2%
DPAM
367
Degroof Petercam Asset Management
Belgium
$199K – – –
BBHC
368
Brown Brothers Harriman & Co
New York
$192K – – –
DAM
369
Delta Asset Management
Tennessee
$192K – – –
BCV
370
Banque Cantonale Vaudoise
Switzerland
$189K -$70.1K -3,387 -31%
DJSG
371
D.J. St. Germain
Massachusetts
$187K +$51.8K +2,500 +50%
TC
372
Truvestments Capital
Florida
$180K -$162K -7,827 -52%
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$179K +$99.1K +4,785 +200%
SWM
374
Spire Wealth Management
Virginia
$177K +$113K +5,478 +339%
GWSG
375
GPS Wealth Strategies Group
Colorado
$176K +$42.7K +2,061 +41%