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Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
201
JP Morgan Private Wealth Advisors
California
$843K -$1.99M -149,827 -71%
AssetMark Inc
202
AssetMark Inc
California
$841K +$481K +36,240 +153%
TI
203
Tidal Investments
Wisconsin
$828K +$785K +59,075 New
MICM
204
Matthews International Capital Management
California
$806K -$182K -13,700 -19%
UMC
205
United Maritime Capital
New York
$800K -$19.9K -1,500 -3%
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$793K +$381K +28,644 +103%
PIMJS
207
PKO Investment Management Joint-Stock
Poland
$771K -$1.2M -90,000 -62%
KM
208
Kalos Management
Georgia
$730K +$794K +59,773 New
APA
209
American Portfolios Advisors
New York
$728K +$194K +14,611 +39%
FTDI
210
First Trust Direct Indexing
Massachusetts
$689K +$163K +12,271 +33%
AFA
211
Abacus FCF Advisors
Florida
$684K
LNWWM
212
Laird Norton Wetherby Wealth Management
California
$674K +$12.3K +929 +2%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$665K -$146K -11,006 -19%
TD Asset Management
214
TD Asset Management
Ontario, Canada
$647K +$9.35K +704 +2%
RCM
215
Regency Capital Management
Hawaii
$641K +$607K +45,694 New
IIM
216
InTrack Investment Management
Vermont
$634K -$653K -49,146 -52%
RHBC
217
R.H. Bluestein & Co
Michigan
$631K -$133K -10,000 -18%
IWA
218
Intercontinental Wealth Advisors
Texas
$628K +$136K +10,238 +30%
MCM
219
Mitchell Capital Management
Kansas
$627K +$286K +21,505 +93%
CIM
220
Confluence Investment Management
Missouri
$570K -$135K -10,144 -20%
1WA
221
180 Wealth Advisors
Washington
$569K +$348K +26,220 +256%
RI
222
Ridgewood Investments
New Jersey
$569K +$539K +40,607 New
SAM
223
Simplify Asset Management
Nevada
$567K +$537K +40,417 New
LWAM
224
Legacy Wealth Asset Management
Minnesota
$563K +$265K +19,942 +99%
CCA
225
Checchi Capital Advisers
California
$559K -$136K -10,217 -20%