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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
401
Realta Investment Advisors
Delaware
$862K +$49K +286 +5%
OWA
402
One Wealth Advisors
California
$861K +$33.8K +197 +4%
SFA
403
Semmax Financial Advisors
North Carolina
$859K -$7.37K -43 -0.9%
AC
404
Allstate Corporation
Illinois
$850K +$191K +1,117 +26%
VWA
405
V Wealth Advisors
Kansas
$847K +$12K +70 +1%
SIA
406
Strategic Investment Advisors
Michigan
$845K -$54.7K -319 -6%
BHWM
407
Bar Harbor Wealth Management
New Hampshire
$844K -$296K -1,726 -24%
API
408
Advisor Partners II
California
$827K +$909K +5,300 New
BAM
409
Blueshift Asset Management
New Jersey
$805K -$81.6K -476 -8%
FRM
410
Fox Run Management
Connecticut
$805K +$529K +3,085 +149%
S
411
Seeyond
France
$798K -$569K -3,321 -39%
RC
412
RegentAtlantic Capital
New Jersey
$797K -$159K -930 -15%
BMCM
413
Burns Matteson Capital Management
New York
$796K +$32.1K +187 +4%
NMIMC
414
Northwestern Mutual Investment Management Company
Wisconsin
$784K -$64.8K -378 -7%
Creative Planning
415
Creative Planning
Kansas
$784K +$57.6K +336 +7%
FC
416
FORA Capital
Florida
$784K +$861K +5,022 New
MYIA
417
Mount Yale Investment Advisors
Colorado
$778K +$23.3K +136 +3%
HI
418
Horizon Investments
North Carolina
$775K +$631K +3,681 +287%
KRSITF
419
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$757K +$39.6K +231 +5%
RCIM
420
Red Cedar Investment Management
Michigan
$752K – – –
Federated Hermes
421
Federated Hermes
Pennsylvania
$752K +$69.1K +403 +9%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$746K +$26.9K +157 +3%
BP
423
Ballentine Partners
Massachusetts
$744K +$32.9K +192 +4%
Impax Asset Management Group
424
Impax Asset Management Group
United Kingdom
$733K -$17.5K -102 -2%
AIM
425
Acropolis Investment Management
Missouri
$729K -$2.06K -12 -0.3%