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Name Holding Trade Value Shares
Change
Change in
Stake
YIH
1001
Y-Intercept (HK)
Hong Kong
$2.8M -$8.75M -97,185 -74%
BIG
1002
Brooklyn Investment Group
New York
$2.8M +$1.33M +14,803 +76%
AWM
1003
Axxcess Wealth Management
California
$2.79M +$1.45M +16,109 +89%
TAIM
1004
Te Ahumairangi Investment Management
New Zealand
$2.79M +$286K +3,180 +10%
IAS
1005
Insigneo Advisory Services
Florida
$2.78M -$266K -2,956 -8%
LSV Asset Management
1006
LSV Asset Management
Illinois
$2.77M
PCM
1007
Prelude Capital Management
New York
$2.76M +$94.1K +1,045 +3%
BCP
1008
Blackhawk Capital Partners
Wisconsin
$2.76M +$97.7K +1,085 +3%
MIC
1009
Meridian Investment Counsel
California
$2.75M +$1.18M +13,090 +64%
EWM
1010
EPG Wealth Management
Georgia
$2.73M +$25.7K +285 +0.9%
PNAA
1011
Pictet North America Advisors
Switzerland
$2.73M -$104K -1,154 -3%
NRC
1012
New Republic Capital
North Carolina
$2.73M +$2.71M +30,128 +927%
DT
1013
Diversified Trust
Tennessee
$2.72M +$879K +9,763 +42%
CIM
1014
Chapman Investment Management
California
$2.71M -$5.85K -65 -0.2%
SCM
1015
Saba Capital Management
New York
$2.71M -$2.16M -24,020 -42%
CCM
1016
Coldstream Capital Management
Washington
$2.69M -$327K -3,628 -10%
GI
1017
GAMMA Investing
California
$2.69M -$128K -1,418 -4%
AWA
1018
Acumen Wealth Advisors
Tennessee
$2.69M +$2.96M +32,890 New
AFGAS
1019
Allegiance Financial Group Advisory Services
Virginia
$2.68M -$3.78K -42 -0.1%
PP
1020
Postrock Partners
Oregon
$2.67M
RSWM
1021
Robertson Stephens Wealth Management
California
$2.66M +$2.29M +25,380 +355%
MAM
1022
Meeder Asset Management
Ohio
$2.62M +$2.87M +31,835 +12,387%
KFP
1023
KMG Fiduciary Partners
Ohio
$2.61M -$686K -7,619 -19%
HPG
1024
Harvest Portfolios Group
Ontario, Canada
$2.61M +$900K +9,995 +46%
EWM
1025
Empirical Wealth Management
Washington
$2.59M +$358K +3,974 +14%