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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
QI
351
Qtron Investments
Massachusetts
$272K +$265K +1,567 New
BAM
352
Burgundy Asset Management
Ontario, Canada
$272K
GFA
353
Grunden Financial Advisory
Texas
$270K
MOS
354
MGO One Seven
Ohio
$269K -$69K -409 -21%
RIA
355
Retirement Investment Advisors
Oklahoma
$268K
AFG
356
Atomi Financial Group
New York
$267K +$2.53K +15 +1%
SWM
357
SeaCrest Wealth Management
New York
$265K -$36.5K -216 -12%
JIC
358
Johnson Investment Counsel
Ohio
$264K +$38.8K +230 +18%
CAAS
359
Capital Asset Advisory Services
Michigan
$263K +$7.6K +45 +3%
Macquarie Group
360
Macquarie Group
Australia
$261K
WSCM
361
Wellington Shields Capital Management
New York
$256K
IWA
362
Icon Wealth Advisors
Texas
$254K +$43.2K +256 +21%
CIA
363
Capital Investment Advisors
Georgia
$253K -$169 -1 -0.1%
QWP
364
Quotient Wealth Partners
Texas
$247K -$122K -723 -34%
WCM
365
Wisconsin Capital Management
Wisconsin
$245K
VA
366
Vident Advisory
Georgia
$241K +$16.2K +96 +7%
SVWAG
367
Sound View Wealth Advisors Group
Georgia
$240K
SFA
368
Seneca Financial Advisors
New York
$240K +$234K +1,385 New
BC
369
Bridgefront Capital
Texas
$239K +$233K +1,379 New
TW
370
TrinityPoint Wealth
Connecticut
$235K
BDFN
371
Bond & Devick Financial Network
Minnesota
$234K
FAIM
372
Financial Advocates Investment Management
Washington
$234K -$266K -1,574 -54%
SDWIA
373
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K +$227K +1,342 New
DWT
374
Dorsey & Whitney Trust
South Dakota
$232K -$5.06K -30 -2%
SCA
375
Snowden Capital Advisors
New York
$227K -$1.05M -6,218 -83%