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Name Holding Trade Value Shares
Change
Change in
Stake
ORI
601
Oak Ridge Investments
Illinois
$5.99M +$422K +2,162 +7%
OIA
602
OneDigital Investment Advisors
Kansas
$5.95M +$442K +2,261 +7%
AA
603
Auxano Advisors
Washington
$5.94M +$407K +2,084 +7%
ZDA
604
Zweig-DiMenna Associates
New York
$5.9M -$102K -522 -2%
NCM
605
Noesis Capital Mangement
Florida
$5.84M +$88.3K +452 +1%
CJFS
606
Coulter & Justus Financial Services
Tennessee
$5.84M +$6.49M +33,230 New
QIM
607
Quest Investment Management
Oregon
$5.81M +$1.17M +5,976 +22%
NIWA
608
New Insight Wealth Advisors
California
$5.79M +$17.6K +90 +0.3%
DC
609
Davenport & Co
Virginia
$5.78M -$202K -1,036 -3%
CW
610
CreativeOne Wealth
Kansas
$5.73M +$3.04M +15,553 +91%
BCM
611
BTC Capital Management
Iowa
$5.64M +$6.27M +32,081 New
LA
612
LM Advisors
California
$5.64M +$272K +1,392 +16%
DPIM
613
Duff & Phelps Investment Management
Illinois
$5.61M +$203K +1,039 +3%
TAM
614
Trust Asset Management
Texas
$5.6M
RPWA
615
Regent Peak Wealth Advisors
Georgia
$5.53M +$1.04M +5,327 +20%
IAIM
616
International Assets Investment Management
Florida
$5.53M +$1.29M +6,591 +26%
MCIA
617
Mountain Capital Investment Advisors
Colorado
$5.51M -$300K -1,535 -5%
KHLMTHM
618
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.5M +$6.11M +31,275 New
LCAM
619
London & Capital Asset Management
United Kingdom
$5.5M -$79.3K -406 -1%
LC
620
Longitude (Cayman)
Cayman Islands
$5.46M +$1.29M +6,600 +27%
GLA
621
Great Lakes Advisors
Illinois
$5.45M -$3.36M -17,194 -36%
CA
622
Clearstead Advisors
Ohio
$5.45M -$689K -3,525 -10%
SM
623
STF Management
Texas
$5.45M -$84.2K -431 -1%
Focus Partners Wealth
624
Focus Partners Wealth
Massachusetts
$5.44M +$2.68M +13,721 +80%
RWM
625
Ritholtz Wealth Management
New York
$5.43M -$326K -1,671 -5%