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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
276
Avantax Advisory Services
Texas
$1.4M +$186K +4,249 +15%
AIM
277
Ausbil Investment Management
Australia
$1.38M +$1.29M +29,500 New
DWM
278
Dakota Wealth Management
Florida
$1.35M -$73.8K -1,684 -5%
BWCS
279
Beirne Wealth Consulting Services
Connecticut
$1.32M -$20.6K -471 -2%
VI
280
Versor Investments
New York
$1.32M +$1.03M +23,602 +342%
PFMU
281
Privium Fund Management (UK)
United Kingdom
$1.31M +$1.2M +27,450 New
BAM
282
Bosun Asset Management
Illinois
$1.31M +$1.32M +30,177 New
SWP
283
Stratos Wealth Partners
Ohio
$1.3M +$6.62K +151 +0.5%
William Blair & Company
284
William Blair & Company
Illinois
$1.3M +$26.3K +601 +2%
SM
285
Southport Management
Wyoming
$1.3M
Credit Agricole
286
Credit Agricole
France
$1.26M -$913K -20,821 -44%
DC
287
Dantai Capital
Hong Kong
$1.26M +$1.27M +29,000 New
CW
288
Channel Wealth
California
$1.25M +$1.27M +28,958 New
CAM
289
Claret Asset Management
Quebec, Canada
$1.25M
Truist Financial
290
Truist Financial
North Carolina
$1.25M +$186K +4,235 +17%
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$1.2M -$785K -17,902 -39%
CWM
292
CIBC World Markets
New York
$1.18M +$1.2M +27,300 New
US Bancorp
293
US Bancorp
Minnesota
$1.17M +$33.9K +773 +3%
CGH
294
Crossmark Global Holdings
Texas
$1.14M -$97.8K -2,232 -8%
NA
295
NewEdge Advisors
Louisiana
$1.14M -$784K -17,880 -41%
BCI
296
Brinker Capital Investments
Pennsylvania
$1.14M -$52.7K -1,203 -4%
OPS
297
Orion Portfolio Solutions
Nebraska
$1.14M -$52.7K -1,203 -4%
CM
298
Caption Management
Oklahoma
$1.11M +$1.13M +25,700 New
SC
299
Saturna Capital
Washington
$1.11M
BL
300
BFSG LLC
California
$1.1M