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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
251
Trivium Point Advisory
Connecticut
$1.23M +$357K +955 +40%
NA
252
NewEdge Advisors
Louisiana
$1.2M +$1.22M +3,256 New
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$1.19M +$413K +1,105 +55%
Vanguard Personalized Indexing Management
254
Vanguard Personalized Indexing Management
California
$1.19M +$364K +974 +44%
WCA
255
Westover Capital Advisors
Delaware
$1.18M +$127K +341 +12%
AAM
256
Azzad Asset Management
Virginia
$1.17M +$51.6K +138 +5%
IWC
257
Integrated Wealth Concepts
Massachusetts
$1.17M -$35.1K -94 -3%
DWT
258
Dorsey & Whitney Trust
South Dakota
$1.17M -$27.3K -73 -2%
WAM
259
Weatherly Asset Management
California
$1.16M +$54.2K +145 +5%
CWM
260
Calamos Wealth Management
Illinois
$1.11M +$219K +585 +24%
SSA
261
Schonfeld Strategic Advisors
New York
$1.11M -$6.36M -17,017 -85%
CF
262
Copperwynd Financial
Arizona
$1.1M +$145K +387 +15%
LBD
263
Landsberg Bennett & Dubbaneh
Florida
$1.1M +$754K +2,016 +220%
UFF
264
USA Financial Formulas
Michigan
$1.08M +$1.1M +2,930 New
WA
265
Wealth Alliance
New York
$1.06M -$78.9K -211 -7%
AIP
266
ARS Investment Partners
New York
$1.05M +$18.7K +50 +2%
LA
267
LVW Advisors
New York
$1.05M +$123K +328 +13%
FMT
268
First Mercantile Trust
Tennessee
$1.05M -$129K -345 -12%
OFS
269
OneAscent Financial Services
Alabama
$1.04M +$155K +414 +17%
HFS
270
Hantz Financial Services
Michigan
$1.03M -$139K -373 -12%
MWM
271
Mission Wealth Management
California
$1.02M -$77K -206 -7%
IB
272
Intrust Bank
Kansas
$1.02M -$35.1K -94 -3%
MCM
273
MAI Capital Management
Ohio
$996K +$59.4K +159 +6%
GT
274
Greenleaf Trust
Michigan
$951K -$1.12K -3 -0.1%
AIM
275
Aigen Investment Management
New York
$943K +$954K +2,553 New