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Name Holding Trade Value Shares
Change
Change in
Stake
Dynamic Advisor Solutions
601
Dynamic Advisor Solutions
Arizona
$781K +$96.3K +291 +14%
WW
602
Waterfront Wealth
Kansas
$770K +$11.6K +35 +1%
TAMH
603
Taikang Asset Management (HK)
Hong Kong
$768K +$783K +2,368 New
TAM
604
Trust Asset Management
Texas
$762K – – –
Profund Advisors
605
Profund Advisors
Maryland
$753K -$42.3K -128 -5%
FFP
606
FourThought Financial Partners
Florida
$751K +$19.2K +58 +3%
Hills Bank & Trust
607
Hills Bank & Trust
Iowa
$750K -$2.32K -7 -0.3%
MNBTD
608
Moody National Bank Trust Division
Texas
$748K -$26.5K -80 -3%
SIA
609
SkyView Investment Advisors
New Jersey
$747K +$35.1K +106 +5%
TC
610
Toews Corporation
New Jersey
$746K +$761K +2,300 New
SWM
611
Sendero Wealth Management
Texas
$741K +$46.3K +140 +7%
PSFG
612
Prairie Sky Financial Group
Illinois
$741K – – –
Summit Trail Advisors
613
Summit Trail Advisors
New York
$735K +$42.3K +128 +6%
MIM
614
Martin Investment Management
Florida
$730K -$7.28K -22 -1%
SW
615
SVB Wealth
Massachusetts
$728K -$35.7K -108 -5%
MM
616
MQS Management
New York
$723K +$738K +2,231 New
NEOS Investment Management
617
NEOS Investment Management
Connecticut
$723K +$738K +2,230 New
WFC
618
Western Financial Corp
California
$722K -$2.98K -9 -0.4%
Steward Partners Investment Advisory
619
Steward Partners Investment Advisory
New York
$721K -$9.26K -28 -1%
JIC
620
Joel Isaacson & Co
New York
$720K – – –
Penserra Capital Management
621
Penserra Capital Management
California
$711K -$296K -896 -29%
CI
622
Cigna Investments
Connecticut
$706K -$93.6K -283 -12%
KFP
623
KB Financial Partners
New Jersey
$702K +$993 +3 +0.1%
Buckingham Strategic Wealth
624
Buckingham Strategic Wealth
Missouri
$692K +$426K +1,287 +152%
Empowered Funds
625
Empowered Funds
Pennsylvania
$688K +$166K +502 +31%