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Name Holding Trade Value Shares
Change
Change in
Stake
WC
876
Waterloo Capital
Texas
$432K -$308K -1,554 -41%
SAM
877
Smartleaf Asset Management
Massachusetts
$432K +$242K +1,221 +127%
AF
878
Apollon Financial
South Carolina
$432K +$131K +660 +43%
RS
879
Rakuten Securities
Japan
$432K -$208K -1,048 -32%
RBFC
880
Roman Butler Fullerton & Co
Missouri
$431K +$2.58K +13 +0.6%
BMCM
881
Burns Matteson Capital Management
New York
$430K -$5.75K -29 -1%
OCBCO
882
Oversea-Chinese Banking Corp (OCBC)
Singapore
$430K +$164K +828 +61%
FFA
883
Founders Financial Alliance
North Carolina
$430K +$28.3K +143 +7%
VAS
884
Vestmark Advisory Solutions
Massachusetts
$429K -$382K -1,928 -47%
DIA
885
Dana Investment Advisors
Wisconsin
$429K -$1.43M -7,227 -77%
TWM
886
Tripletail Wealth Management
Florida
$429K
RMF
887
Red Mountain Financial
Colorado
$427K -$20.8K -105 -5%
TCG
888
Transcendent Capital Group
Oklahoma
$427K +$432K +2,181 New
SAM
889
Strategy Asset Managers
California
$427K -$1.11M -5,627 -72%
MIM
890
Moseley Investment Management
Florida
$426K +$9.91K +50 +2%
GM
891
GeoWealth Management
Illinois
$422K -$19.6K -99 -4%
DWT
892
Dorsey & Whitney Trust
South Dakota
$422K -$33.3K -168 -7%
KIM
893
Kane Investment Management
California
$421K +$426K +2,151 New
CGL
894
Clarius Group LLC
Washington
$419K -$300K -1,515 -41%
CGA
895
Crescent Grove Advisors
Illinois
$418K +$113K +571 +37%
WWM
896
Western Wealth Management
Colorado
$415K +$4.75K +24 +1%
AC
897
Aristeia Capital
Connecticut
$414K +$419K +2,115 New
SLG
898
Stanley-Laman Group
Pennsylvania
$414K +$419K +2,115 New
AF
899
Apexium Financial
Texas
$412K -$29.7K -150 -7%
FM
900
Freemont Management
Switzerland
$411K -$3.13M -15,800 -88%