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Name Holding Trade Value Shares
Change
Change in
Stake
PA
601
Parallel Advisors
California
$469K -$3.4K -16 -0.9%
Westfield Capital Management
602
Westfield Capital Management
Massachusetts
$467K -$248K -1,169 -40%
S
603
SignatureFD
Georgia
$463K -$17.8K -84 -5%
PFO
604
Pathstone Family Office
New Jersey
$463K +$4.88K +23 +1%
CP
605
CenterBook Partners
Connecticut
$461K -$42.3K -199 -10%
IA
606
IFG Advisory
Georgia
$460K +$366K +1,724 New
HFG
607
Heron Financial Group
New York
$454K -$44.6K -210 -11%
P
608
Pitcairn
Pennsylvania
$453K -$287K -1,351 -44%
HBT
609
Hills Bank & Trust
Iowa
$452K +$223K +1,052 +164%
SPC
610
Sigma Planning Corp
Michigan
$449K -$6.8K -32 -2%
FPAS
611
Focus Partners Advisor Solutions
Missouri
$448K +$356K +1,676 New
Fuller & Thaler Asset Management
612
Fuller & Thaler Asset Management
California
$447K -$117K -550 -25%
WI
613
Wahed Invest
New York
$445K +$23.1K +109 +7%
TAM
614
Trust Asset Management
Texas
$445K +$23.8K +112 +7%
FCAG
615
First Capital Advisors Group
New Jersey
$439K -$104K -490 -23%
RIA
616
Regal Investment Advisors
Michigan
$429K -$3.82K -18 -1%
AAS
617
Ameritas Advisory Services
Nebraska
$427K -$8.07K -38 -2%
SFM
618
Systematic Financial Management
New Jersey
$427K – – –
BC
619
Bridgefront Capital
Texas
$424K +$337K +1,589 New
Cerity Partners
620
Cerity Partners
New York
$422K +$17.4K +82 +5%
LOAMS
621
Lombard Odier Asset Management (Switzerland)
Switzerland
$420K -$526K -2,475 -61%
KFC
622
Klingenstein Fields & Co
New York
$419K +$333K +1,570 New
LC
623
Lavaca Capital
Texas
$418K -$1.06K -5 -0.3%
AssetMark Inc
624
AssetMark Inc
California
$408K +$92.2K +434 +40%
PL
625
Plancorp LLC
Missouri
$406K +$5.52K +26 +2%