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Name Holding Trade Value Shares
Change
Change in
Stake
VEA
426
Virtus ETF Advisers
New York
$674K +$707K +6,838 New
OSAM
427
O'Shaughnessy Asset Management
Connecticut
$668K +$195K +1,889 +39%
HKIMG
428
Hutchens & Kramer Investment Management Group
Indiana
$665K -$15.4K -149 -2%
MWM
429
Mission Wealth Management
California
$648K -$50.4K -488 -7%
CG
430
Caprock Group
Idaho
$646K +$47.8K +462 +8%
DEA
431
DoubleLine ETF Adviser
Florida
$640K +$52.2K +505 +8%
CS
432
Comerica Securities
Michigan
$633K +$27.9K +270 +4%
TI
433
Tidal Investments
Wisconsin
$633K +$206K +1,993 +45%
IFU
434
iSAM Funds (UK)
United Kingdom
$632K +$663K +6,415 New
WorldQuant Millennium Advisors
435
WorldQuant Millennium Advisors
New York
$631K +$201K +1,942 +44%
VI
436
Vestcor Inc
New Brunswick, Canada
$630K – – –
Wealth Enhancement Advisory Services
437
Wealth Enhancement Advisory Services
Minnesota
$629K +$660K +6,381 New
SFA
438
Sequoia Financial Advisors
Ohio
$621K -$9.13M -88,293 -93%
WPC
439
Wedmont Private Capital
Pennsylvania
$614K +$8.58K +83 +1%
AWM
440
Apollon Wealth Management
South Carolina
$597K +$70.8K +685 +13%
CIM
441
Confluence Investment Management
Missouri
$578K – – –
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$570K +$85.6K +828 +17%
CFG
443
Cooper Financial Group
California
$568K +$102K +985 +21%
CF
444
Copperwynd Financial
Arizona
$566K -$1.14K -11 -0.2%
FAM
445
Fred Alger Management
New York
$560K – – –
PA
446
Profund Advisors
Maryland
$560K -$117K -1,131 -17%
BMCM
447
Burns Matteson Capital Management
New York
$558K +$26.7K +258 +5%
Mercer Global Advisors
448
Mercer Global Advisors
Colorado
$543K +$40.4K +391 +8%
MCM
449
MAI Capital Management
Ohio
$539K -$353K -3,414 -38%
SI
450
Stephens Inc
Arkansas
$536K -$7.24K -70 -1%