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Name Holding Trade Value Shares
Change
Change in
Stake
FW
576
FirstPurpose Wealth
Utah
$578K +$14.5K +124 +3%
SIA
577
Sit Investment Associates
Minnesota
$577K
TFA
578
Teamwork Financial Advisors
Texas
$569K -$8.89K -76 -2%
YCM
579
Yousif Capital Management
Michigan
$565K +$17.8K +152 +4%
VVP
580
Venture Visionary Partners
Ohio
$564K +$4.56K +39 +0.9%
CF
581
Copperwynd Financial
Arizona
$563K
CI
582
Cigna Investments
Connecticut
$558K +$38.2K +327 +8%
AS
583
Altshuler Shaham
Israel
$556K
BAM
584
Blueshift Asset Management
New Jersey
$555K +$303K +2,587 +148%
FDS
585
First Dallas Securities
Texas
$555K +$506K +4,330 New
MCM
586
Mengis Capital Management
Oregon
$554K +$253K +2,162 +100%
DF
587
Donoghue Forlines
Massachusetts
$554K +$208K +1,782 +70%
LAI
588
Legal Advantage Investments
California
$551K
IWA
589
Intercontinental Wealth Advisors
Texas
$549K +$117 +1 +0%
SBIA
590
Sheaff Brock Investment Advisors
Indiana
$545K +$35.1K +300 +8%
QCM
591
Quantinno Capital Management
New York
$545K +$497K +4,251 New
MYAM
592
Meiji Yasuda Asset Management
Japan
$541K -$117 -1 -0%
NFSG
593
Newbridge Financial Services Group
Florida
$539K +$163K +1,395 +50%
WA
594
Wealth Architects
California
$537K +$234 +2 +0%
LCM
595
Landscape Capital Management
New Jersey
$533K
CW
596
CreativeOne Wealth
Kansas
$531K -$10.1K -86 -2%
Carson Wealth (CWM LLC)
597
Carson Wealth (CWM LLC)
Nebraska
$530K -$185K -1,583 -28%
RA
598
Resolute Advisors
California
$528K -$90.3K -772 -16%
CGH
599
Crossmark Global Holdings
Texas
$521K +$137K +1,173 +53%
AC
600
Avestar Capital
New York
$519K -$185K -1,581 -28%