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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$668K +$195K +1,889 +39%
HKIMG
427
Hutchens & Kramer Investment Management Group
Indiana
$665K -$15.4K -149 -2%
MWM
428
Mission Wealth Management
California
$648K -$50.4K -488 -7%
CG
429
Caprock Group
Idaho
$646K +$47.8K +462 +8%
DEA
430
DoubleLine ETF Adviser
Florida
$640K +$52.2K +505 +8%
CS
431
Comerica Securities
Michigan
$633K +$27.9K +270 +4%
TI
432
Tidal Investments
Wisconsin
$633K +$206K +1,993 +45%
IFU
433
iSAM Funds (UK)
United Kingdom
$632K +$663K +6,415 New
WorldQuant Millennium Advisors
434
WorldQuant Millennium Advisors
New York
$631K +$201K +1,942 +44%
VI
435
Vestcor Inc
New Brunswick, Canada
$630K
Wealth Enhancement Advisory Services
436
Wealth Enhancement Advisory Services
Minnesota
$629K +$660K +6,381 New
SFA
437
Sequoia Financial Advisors
Ohio
$621K -$9.13M -88,293 -93%
WPC
438
Wedmont Private Capital
Pennsylvania
$614K +$8.58K +83 +1%
AWM
439
Apollon Wealth Management
South Carolina
$597K +$70.8K +685 +13%
CIM
440
Confluence Investment Management
Missouri
$578K
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$570K +$85.6K +828 +17%
CFG
442
Cooper Financial Group
California
$568K +$102K +985 +21%
CF
443
Copperwynd Financial
Arizona
$566K -$1.14K -11 -0.2%
FAM
444
Fred Alger Management
New York
$560K
PA
445
Profund Advisors
Maryland
$560K -$117K -1,131 -17%
BMCM
446
Burns Matteson Capital Management
New York
$558K +$26.7K +258 +5%
Mercer Global Advisors
447
Mercer Global Advisors
Colorado
$543K +$40.4K +391 +8%
MCM
448
MAI Capital Management
Ohio
$539K -$353K -3,414 -38%
SI
449
Stephens Inc
Arkansas
$536K -$7.24K -70 -1%
William Blair & Company
450
William Blair & Company
Illinois
$531K +$176K +1,707 +46%