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Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
651
Financial Advocates Investment Management
Washington
$560K +$199K +622 +48%
STA
652
Summit Trail Advisors
New York
$555K -$115K -360 -16%
MM
653
MQS Management
New York
$554K -$105K -329 -15%
LAM
654
Lountzis Asset Management
Pennsylvania
$553K
AWAU
655
Alliance Wealth Advisors (Utah)
Utah
$553K +$9.28K +29 +2%
RW
656
Rede Wealth
Virginia
$552K
EH
657
Equitable Holdings
New York
$548K +$186K +580 +45%
KWM
658
KFG Wealth Management
Indiana
$544K
FCP
659
Fidelis Capital Partners
Florida
$542K +$45.1K +141 +8%
PWPS
660
Pinnacle Wealth Planning Services
Ohio
$539K -$40K -125 -6%
AWS
661
Atria Wealth Solutions
New York
$535K +$35.2K +110 +6%
PCM
662
Penserra Capital Management
California
$527K -$122K -380 -17%
WTC
663
WhitTier Trust Company
Nevada
$525K
CIA
664
Capital Investment Advisors
Georgia
$522K -$2.24K -7 -0.4%
AWA
665
Arete Wealth Advisors
Illinois
$522K +$38.7K +121 +7%
LF
666
Lantz Financial
Illinois
$522K -$960 -3 -0.2%
AO
667
Advisor OS
Illinois
$522K +$67.9K +212 +13%
TPWM
668
Twelve Points Wealth Management
Massachusetts
$515K +$8.96K +28 +2%
WPC
669
Wedmont Private Capital
Pennsylvania
$511K -$66.9K -209 -11%
YC
670
Yarbrough Capital
Tennessee
$508K
GRP
671
Global Retirement Partners
California
$508K -$8.96K -28 -2%
NEI
672
Northwest & Ethical Investments
Ontario, Canada
$507K
HFAS
673
Hummer Financial Advisory Services
Illinois
$504K
HI
674
Hudock Inc
Pennsylvania
$504K
PAS
675
Point72 Asia (Singapore)
Singapore
$502K +$552K +1,724 New