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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
TI
301
Tidal Investments
Wisconsin
$476K +$134K +925 +35%
SWM
302
SilverOak Wealth Management
Minnesota
$458K
Capstone Investment Advisors
303
Capstone Investment Advisors
New York
$453K -$399K -2,755 -45%
HPG
304
Harvest Portfolios Group
Ontario, Canada
$444K +$74.7K +516 +18%
Mercer Global Advisors
305
Mercer Global Advisors
Colorado
$442K +$13.6K +94 +3%
BC
306
Bridgefront Capital
Texas
$440K +$475K +3,283 New
DCU
307
Dara Capital US
Florida
$433K +$468K +3,234 New
CIA
308
Concurrent Investment Advisors
Florida
$428K +$101K +697 +28%
RhumbLine Advisers
309
RhumbLine Advisers
Massachusetts
$423K -$48.9K -338 -10%
SBF
310
Sara-Bay Financial
Florida
$422K
FNBOO
311
First National Bank of Omaha
Nebraska
$419K +$450K +3,109 New
EPIMS
312
Evelyn Partners Investment Management Services
$412K +$22.7K +157 +5%
EI
313
Ethic Inc
New York
$404K +$78.2K +540 +22%
Truist Financial
314
Truist Financial
North Carolina
$385K -$539K -3,721 -56%
WHG
315
Westwood Holdings Group
Texas
$381K -$145 -1 -0%
PA
316
Parallel Advisors
California
$379K +$12.6K +87 +3%
CI
317
Cigna Investments
Connecticut
$378K
TWP
318
Tyche Wealth Partners
Texas
$372K +$403K +2,780 New
TP
319
TritonPoint Partners
Maryland
$369K +$399K +2,756 New
PE
320
PCM Encore
Colorado
$368K +$398K +2,746 New
KFI
321
Key Financial Inc
Pennsylvania
$364K
PFG
322
PAX Financial Group
Texas
$363K -$3.77K -26 -1%
DADC
323
D.A. Davidson & Co
Montana
$361K
VA
324
Vident Advisory
Georgia
$339K -$1.59K -11 -0.4%
S
325
Storgate
Texas
$335K +$363K +2,504 New