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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
351
V Wealth Advisors
Kansas
$248K – – –
Caprock Group
352
Caprock Group
Idaho
$247K – – –
FRM
353
Fox Run Management
Connecticut
$247K +$275K +2,882 New
Pinnacle Financial Partners (Tennessee)
354
Pinnacle Financial Partners (Tennessee)
Tennessee
$244K -$21.9K -230 -7%
Independent Advisor Alliance
355
Independent Advisor Alliance
North Carolina
$243K +$22.6K +237 +9%
9WM
356
9258 Wealth Management
Ohio
$241K +$30K +315 +13%
Rockefeller Capital Management
357
Rockefeller Capital Management
New York
$238K +$154K +1,616 +138%
ESCM
358
Echo Street Capital Management
New York
$233K +$259K +2,723 New
SG
359
Stonnington Group
California
$233K +$279K +2,930 New
FANJ
360
Financial Architects (New Jersey)
New Jersey
$231K +$257K +2,702 New
3F
361
360 Financial
Minnesota
$222K – – –
BRWA
362
B. Riley Wealth Advisors
Florida
$221K +$30K +315 +14%
Manulife (Manufacturers Life Insurance)
363
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$217K – – –
LWMM
364
Legacy Wealth Management (Mississippi)
Mississippi
$214K – – –
Lincoln National Corp
365
Lincoln National Corp
Pennsylvania
$212K -$3.33K -35 -1%
GTCM
366
Gyon Technologies Capital Management
New Jersey
$211K +$234K +2,458 New
WAM
367
World Asset Management
Michigan
$204K +$858 +9 +0.4%
First Manhattan
368
First Manhattan
New York
$199K -$9.53K -100 -4%
Parallel Advisors
369
Parallel Advisors
California
$198K -$149K -1,562 -40%
Nisa Investment Advisors
370
Nisa Investment Advisors
Missouri
$194K +$9.53K +100 +5%
Stephens Inc
371
Stephens Inc
Arkansas
$184K +$12.1K +127 +6%
Exchange Traded Concepts
372
Exchange Traded Concepts
Oklahoma
$175K +$131K +1,376 +207%
Spire Wealth Management
373
Spire Wealth Management
Virginia
$136K +$167K +1,750 New
Daiwa Securities Group
374
Daiwa Securities Group
Japan
$128K -$3.33K -35 -2%
Belpointe Asset Management
375
Belpointe Asset Management
Nevada
$116K -$31.7K -333 -20%