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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
676
Boothbay Fund Management
New York
$377K +$407K +1,754 New
GG
677
Golden Green
South Carolina
$377K -$4.41K -19 -1%
EP
678
Essential Planning
New Hampshire
$372K
MOS
679
MGO One Seven
Ohio
$368K +$58.9K +254 +17%
GAM
680
Gemmer Asset Management
California
$367K
FFS
681
Founders Financial Securities
Maryland
$362K +$29.7K +128 +8%
HI
682
Horizon Investments
North Carolina
$362K +$32.5K +140 +9%
HFM
683
Hartford Funds Management
Pennsylvania
$361K +$21.6K +93 +6%
DF
684
Donoghue Forlines
Massachusetts
$359K -$1.44M -6,227 -79%
TCM
685
Teza Capital Management
Illinois
$355K +$383K +1,651 New
Bank Julius Baer & Co
686
Bank Julius Baer & Co
Switzerland
$354K -$27.1K -117 -7%
Lido Advisors
687
Lido Advisors
California
$349K +$60.3K +260 +19%
CWM
688
Congress Wealth Management
Massachusetts
$348K +$4.41K +19 +1%
AFAS
689
Acorn Financial Advisory Services
Virginia
$346K -$27.8K -120 -7%
QCM
690
QRG Capital Management
Illinois
$345K +$373K +1,608 New
BP
691
Ballentine Partners
Massachusetts
$343K +$8.81K +38 +2%
PFS
692
Prospera Financial Services
Texas
$343K +$370K +1,596 New
CGL
693
Clarius Group LLC
Washington
$341K -$2.32K -10 -0.6%
SSWM
694
Sheets Smith Wealth Management
North Carolina
$340K +$367K +1,583 New
FAIM
695
Financial Advocates Investment Management
Washington
$340K -$27.1K -117 -7%
CGIM
696
Capital Group Investment Management
Singapore
$338K
BCM
697
BluePath Capital Management
Georgia
$333K +$359K +1,550 New
AWM
698
Apollon Wealth Management
South Carolina
$330K -$27.1K -117 -7%
AR
699
Advisory Research
Illinois
$330K -$7.42K -32 -2%
TFS
700
Thoroughbred Financial Services
Tennessee
$328K +$122K +528 +53%