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Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
476
Koshinski Asset Management
Illinois
$482K -$306K -1,948 -38%
CAM
477
Cresset Asset Management
Illinois
$474K +$313K +1,996 +182%
AAS
478
Avantax Advisory Services
Texas
$469K +$229K +1,460 +91%
HCM
479
Highlander Capital Management
New Jersey
$467K +$392K +2,500 +455%
WorldQuant Millennium Advisors
480
WorldQuant Millennium Advisors
New York
$462K +$473K +3,014 New
IA
481
IFP Advisors
Florida
$461K +$250K +1,596 +114%
MIH
482
Meitav Investment House
Israel
$458K -$14.2M -90,453 -91%
GSWM
483
Golden State Wealth Management
California
$453K +$464K +2,957 New
CWA
484
Clarus Wealth Advisors
Arizona
$451K +$483K +3,077 New
Nordea Investment Management
485
Nordea Investment Management
Sweden
$444K
CPIG
486
Chicago Partners Investment Group
Illinois
$444K +$230K +1,469 +89%
OPWM
487
Oxinas Partners Wealth Management
Indiana
$438K +$449K +2,862 New
PTP
488
Platform Technology Partners
New York
$434K +$445K +2,837 New
W
489
WealthOne
New York
$433K -$5.96K -38 -1%
WA
490
Wealth Architects
California
$433K +$443K +2,826 New
FCH
491
Freestone Capital Holdings
Washington
$433K +$444K +2,828 New
SCM
492
Spreng Capital Management
Ohio
$432K +$185K +1,177 +72%
CIAS
493
Capital Investment Advisory Services
North Carolina
$423K +$113K +720 +35%
AIA
494
Avalon Investment & Advisory
Texas
$415K +$425K +2,710 New
TFS
495
Thoroughbred Financial Services
Tennessee
$410K +$420K +2,675 New
Vanguard Personalized Indexing Management
496
Vanguard Personalized Indexing Management
California
$406K +$416K +2,652 New
FIA
497
Foundations Investment Advisors
Arizona
$406K +$426K +2,713 New
GT
498
Glenview Trust
Kentucky
$399K +$409K +2,608 New
GA
499
GoalVest Advisory
New York
$395K -$296K -1,887 -42%
AWM
500
Apollon Wealth Management
South Carolina
$381K +$391K +2,490 New