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Name Holding Trade Value Shares
Change
Change in
Stake
DTL
501
Dynamic Technology Lab
Singapore
$507K -$450K -15,675 -47%
OCM
502
Orleans Capital Management
Louisiana
$505K +$81.9K +2,850 +19%
Bank Julius Baer & Co
503
Bank Julius Baer & Co
Switzerland
$492K +$49.9K +1,735 +11%
ATPW
504
Ashton Thomas Private Wealth
Arizona
$489K -$18.7K -650 -4%
MA
505
Mutual Advisors
Nebraska
$486K +$487K +16,955 New
BHWM
506
Bar Harbor Wealth Management
New Hampshire
$482K -$27.4K -955 -5%
FC
507
Ferris Capital
Massachusetts
$477K +$478K +16,630 New
KA
508
Kintegral Advisory
New York
$475K -$15.4K -535 -3%
HMS
509
Hanseatic Management Services
New Mexico
$475K +$68.1K +2,370 +17%
IAA
510
Independent Advisor Alliance
North Carolina
$475K +$122K +4,240 +34%
PP
511
Pegasus Partners
Wisconsin
$474K -$35.8K -1,245 -7%
BST
512
Bath Savings Trust
Maine
$473K -$7.18K -250 -1%
RWB
513
RMR Wealth Builders
New Jersey
$468K
CAM
514
Cypress Asset Management
Texas
$467K +$86.2K +3,000 +23%
CA
515
Cornerstone Advisory
Maryland
$464K
KeyBank National Association
516
KeyBank National Association
Ohio
$462K +$111K +3,880 +32%
GCM
517
Gables Capital Management
Florida
$459K +$460K +16,000 New
CA
518
Clearstead Advisors
Ohio
$457K +$12.1K +420 +3%
QCM
519
Quantinno Capital Management
New York
$448K +$4.88K +170 +1%
CFA
520
Cahill Financial Advisors
Minnesota
$445K +$446K +15,525 New
KRSITF
521
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$437K +$29.5K +1,025 +7%
OAM
522
Optimal Asset Management
California
$431K +$114K +3,980 +36%
SF
523
Synovus Financial
Georgia
$427K +$99.6K +3,465 +30%
EMG
524
ETF Managers Group
New Jersey
$423K +$22.3K +775 +5%
Cerity Partners
525
Cerity Partners
New York
$421K +$191K +6,650 +83%