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Name Holding Trade Value Shares
Change
Change in
Stake
QT
676
Quantamental Technologies
New York
$283K +$278K +3,253 New
LS
677
Livforsakringsbolaget Skandia
Sweden
$282K
PCMC
678
Paragon Capital Management (Colorado)
Colorado
$282K
JMFC
679
J.M. Forbes & Co
Massachusetts
$281K -$12.6K -147 -4%
CIA
680
CSat Investment Advisory
Michigan
$280K -$11.6K -136 -4%
PIP
681
Peachtree Investment Partners
Florida
$279K -$34.8K -407 -11%
IFWM
682
Institute for Wealth Management
Colorado
$278K -$1.45K -17 -0.5%
CCA
683
Checchi Capital Advisers
California
$278K +$19.1K +224 +8%
ICM
684
IMS Capital Management
Oregon
$277K -$7.69K -90 -3%
CPSC
685
Carl P. Sherr & Co
Massachusetts
$275K -$8.54K -100 -3%
IP
686
Investment Partners
Ohio
$274K +$9.74K +114 +4%
BO
687
BRR OpCo
Ohio
$272K
DPI
688
Diversified Portfolios Inc
Michigan
$271K -$51.1K -598 -16%
CT
689
Cambridge Trust
Massachusetts
$271K -$6.41K -75 -2%
WS
690
Wedbush Securities
California
$270K -$19.4K -227 -7%
FFG
691
Frisch Financial Group
New York
$270K +$939 +11 +0.4%
OPS
692
Orion Portfolio Solutions
Nebraska
$270K +$37.6K +440 +17%
DHFB
693
Dixon Hubard Feinour & Brown
Virginia
$270K +$249K +2,914 New
FBT
694
First Bankers Trust
Kentucky
$269K
EWM
695
Evermay Wealth Management
Virginia
$268K -$10.7K -125 -4%
ClearBridge Investments
696
ClearBridge Investments
New York
$266K -$21.8K -255 -8%
BBHC
697
Brown Brothers Harriman & Co
New York
$265K +$40.1K +469 +18%
BFC
698
Blue Fin Capital
Rhode Island
$264K -$27.2K -318 -9%
BMA
699
Brooks Moore & Associates
Tennessee
$261K -$51.2K -600 -17%
WCM
700
Windward Capital Management
California
$261K -$2.05K -24 -0.8%