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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
576
Synovus Financial
Georgia
$750K +$14.6K +320 +2%
BST
577
Bath Savings Trust
Maine
$747K -$4.55K -100 -0.6%
EF
578
Empirical Finance
Pennsylvania
$743K +$31.9K +700 +5%
LFDLE
579
La Financiere de L'Echiquier
France
$740K +$285K +6,250 +66%
CA
580
Clearstead Advisors
Ohio
$738K – – –
WCM
581
Windward Capital Management
California
$738K +$123K +2,700 +21%
IFS
582
Ifrah Financial Services
Arkansas
$735K -$13.9K -305 -2%
EMG
583
ETF Managers Group
New Jersey
$734K +$10.5K +230 +1%
CAM
584
Covenant Asset Management
New Jersey
$732K +$200K +4,400 +39%
HW
585
Hancock Whitney
Mississippi
$727K +$911 +20 +0.1%
IWM
586
IHT Wealth Management
Illinois
$723K +$147K +3,235 +27%
ICM
587
Islay Capital Management
Texas
$722K +$279K +6,130 +66%
O
588
Ossiam
France
$709K -$15.8M -347,310 -96%
IP
589
Interval Partners
New York
$705K +$683K +15,000 New
AC
590
AXQ Capital
New Jersey
$698K +$676K +14,850 New
SFS
591
Sowell Financial Services
Arkansas
$692K +$671K +14,730 New
PI
592
PGGM Investments
Netherlands
$688K – – –
IWC
593
Integrated Wealth Concepts
Massachusetts
$682K +$85.8K +1,885 +15%
WA
594
WealthTrust Axiom
Pennsylvania
$676K – – –
CYG
595
Clean Yield Group
Vermont
$660K -$11.8K -260 -2%
YMRC
596
Yorktown Management & Research Company
Virginia
$658K – – –
BL
597
Balentine LLC
Georgia
$658K +$148K +3,245 +30%
AIM
598
Aigen Investment Management
New York
$658K -$6.99M -153,515 -92%
LCM
599
Legato Capital Management
California
$656K +$72.4K +1,590 +13%
IAA
600
Independent Advisor Alliance
North Carolina
$651K +$630K +13,845 New
22 23
24
25 26