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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
426
Outlook Wealth Advisors
Texas
$727K -$7.2K -42 -0.9%
GIA
427
Gladstone Institutional Advisory
Florida
$726K +$797K +4,649 New
SIA
428
Schechter Investment Advisors
Michigan
$718K +$67.9K +396 +9%
FA
429
FDx Advisors
Illinois
$712K -$230K -1,339 -23%
ACA
430
Atlas Capital Advisors
Wyoming
$708K +$748K +4,366 +2,599%
AWS
431
Atria Wealth Solutions
New York
$705K -$207K -1,207 -21%
AAM
432
Azzad Asset Management
Virginia
$702K
RCA
433
Resonant Capital Advisors
Wisconsin
$701K +$1.89K +11 +0.2%
MYAM
434
Meiji Yasuda Asset Management
Japan
$690K +$12.2K +71 +2%
Wealthfront Advisers
435
Wealthfront Advisers
California
$684K +$50.7K +296 +7%
TC
436
TownSquare Capital
Utah
$677K +$118K +686 +19%
MCM
437
Manchester Capital Management
Vermont
$674K
Nisa Investment Advisors
438
Nisa Investment Advisors
Missouri
$664K +$83.1K +485 +13%
RP
439
Riverwater Partners
Wisconsin
$651K +$46.6K +272 +7%
Connor, Clark & Lunn Investment Management (CC&L)
440
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$651K +$191K +1,114 +36%
WCA
441
Westover Capital Advisors
Delaware
$645K -$11.3K -66 -2%
GT
442
Glenview Trust
Kentucky
$643K
Verition Fund Management
443
Verition Fund Management
Connecticut
$642K +$341K +1,988 +94%
SWM
444
Salvus Wealth Management
New Jersey
$637K +$1.54K +9 +0.2%
YIH
445
Y-Intercept (HK)
Hong Kong
$635K +$698K +4,071 New
ATC
446
Argent Trust Co
Tennessee
$630K +$691K +4,033 New
AAS
447
Avantax Advisory Services
Texas
$623K +$37.7K +220 +6%
VEA
448
Virtus ETF Advisers
New York
$619K -$51.3K -299 -7%
AI
449
AXS Investments
New York
$618K +$679K +3,961 New
ICG
450
InterOcean Capital Group
Tennessee
$617K +$174K +1,016 +35%