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Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
426
Fidelity International
Bermuda
$653K +$595K +4,189 +1,449%
LCGC
427
Legacy Capital Group California
California
$653K +$28.1K +198 +5%
WCM
428
Winthrop Capital Management
Indiana
$648K +$2.84K +20 +0.5%
CP
429
CenterBook Partners
Connecticut
$643K -$2.66M -18,707 -81%
QIM
430
Quantitative Investment Management
Virginia
$639K -$336K -2,364 -35%
Bessemer Group
431
Bessemer Group
New Jersey
$618K – – –
Mercer Global Advisors
432
Mercer Global Advisors
Colorado
$617K +$190K +1,339 +46%
ACA
433
Atlas Capital Advisors
Wyoming
$610K +$112K +791 +23%
WFA
434
WJ Financial Advisors
Connecticut
$608K – – –
KAS
435
Kestra Advisory Services
Texas
$607K -$116K -820 -16%
MWM
436
MOR Wealth Management
Pennsylvania
$606K +$590K +4,156 New
MC
437
Moors & Cabot
Massachusetts
$594K -$224K -1,580 -28%
LFIA
438
Legacy Financial Independent Advisors
Kentucky
$590K +$27K +190 +5%
O
439
Ossiam
France
$581K -$99.3K -699 -15%
EGA
440
Eagle Global Advisors
Texas
$581K – – –
PCS
441
Personal CFO Solutions
New Jersey
$577K +$20.9K +147 +4%
VCA
442
Verdence Capital Advisors
Maryland
$574K -$19.7K -139 -3%
PS
443
Principal Securities
Iowa
$560K -$151K -1,062 -22%
QWM
444
Quadcap Wealth Management
Texas
$552K -$8.1K -57 -1%
IWC
445
Integrated Wealth Concepts
Massachusetts
$549K -$71.3K -502 -12%
MCM
446
Militia Capital Management
Texas
$514K +$28.4K +200 +6%
VAG
447
VisionPoint Advisory Group
Texas
$511K -$2.7K -19 -0.5%
OF
448
Optimize Financial
California
$508K -$1.7K -12 -0.3%
SCS
449
Sound Capital Solutions
Florida
$508K +$495K +3,488 New
S
450
Storgate
Texas
$505K +$492K +3,466 New