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Name Holding Trade Value Shares
Change
Change in
Stake
FAN
451
Financial Advisors Network
California
$339K +$53.4K +1,157 +19%
MYLI
452
Meiji Yasuda Life Insurance
Japan
$336K +$337K +7,314 New
MAS
453
Meeder Advisory Services
Ohio
$335K +$7.01K +152 +2%
IEFM
454
IQ EQ Fund Management
Ireland
$333K +$334K +7,250 New
BTI
455
Blue Trust Inc
Georgia
$333K +$263K +5,708 +372%
NG
456
Norden Group
Utah
$328K +$329K +7,138 New
TG
457
TCW Group
California
$318K +$121K +2,628 +61%
CIA
458
Concurrent Investment Advisors
Florida
$317K -$5.54K -120 -2%
FCM
459
Fourpath Capital Management
Oklahoma
$316K – – –
KWA
460
Kingswood Wealth Advisors
California
$316K +$150K +3,255 +90%
GT
461
Greenleaf Trust
Michigan
$314K +$190K +4,120 +152%
LOIP
462
Live Oak Investment Partners
Texas
$312K +$876 +19 +0.3%
FFG
463
Fiduciary Financial Group
California
$307K +$74.2K +1,609 +33%
NMC
464
Nine Masts Capital
Hong Kong
$303K +$304K +6,600 New
AWE
465
Avidian Wealth Enterprises
Texas
$302K +$8.77K +190 +3%
QCG
466
Quadrant Capital Group
Ohio
$295K +$280K +6,075 +1,721%
AF
467
Allworth Financial
California
$294K -$8.63K -187 -3%
AFG
468
ABLE Financial Group
Arizona
$292K +$84.7K +1,835 +41%
NA
469
Nautilus Advisors
California
$287K – – –
ECM
470
Evergreen Capital Management
Washington
$285K +$171K +3,717 +150%
BCM
471
Brookstone Capital Management
Illinois
$283K +$284K +6,154 New
ABLA
472
Alan B. Lancz & Associates
Ohio
$277K – – –
Kovitz Investment Group Partners
473
Kovitz Investment Group Partners
Illinois
$270K +$54.2K +1,174 +25%
DADC
474
D.A. Davidson & Co
Montana
$268K +$270K +5,843 New
PTC
475
Private Trust Company
Ohio
$263K +$12.1K +262 +5%