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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
751
Mount Yale Investment Advisors
Colorado
$683K -$88.7K -379 -12%
TCM
752
Tradewinds Capital Management
Washington
$679K +$234 +1 +0%
S
753
SignatureFD
Georgia
$676K -$28.6K -122 -4%
SAI
754
Systematic Alpha Investments
New Jersey
$676K +$421K +1,800 +176%
OPS
755
Orion Portfolio Solutions
Nebraska
$675K -$40.7K -174 -6%
CRWM
756
Castle Rock Wealth Management
California
$672K -$846K -3,612 -58%
KF
757
Krilogy Financial
Missouri
$672K +$208K +889 +46%
MRCM
758
M&R Capital Management
New Jersey
$671K -$62.3K -266 -9%
RPC
759
Rossmore Private Capital
Connecticut
$663K +$52.7K +225 +9%
FMAEN1
760
Fund Management at Engine No 1
California
$655K +$640K +2,733 New
WA
761
Wealth Alliance
New York
$654K +$47.5K +203 +8%
BFM
762
Boston Financial Management
Massachusetts
$653K +$229K +977 +56%
CF
763
Centaurus Financial
California
$652K -$67.9K -290 -10%
DA
764
Duality Advisers
Florida
$651K -$1.81M -7,752 -74%
LWCFA
765
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$649K – – –
AAM
766
Advisors Asset Management
Colorado
$648K -$2.58K -11 -0.4%
VCA
767
Verdence Capital Advisors
Maryland
$645K +$32.8K +140 +5%
TA
768
Tiedemann Advisors
New York
$644K +$7.26K +31 +1%
RWM
769
Ritholtz Wealth Management
New York
$637K +$51.3K +219 +9%
IA
770
IFP Advisors
Florida
$637K +$330K +1,409 +71%
WSTAM
771
Wilbanks Smith & Thomas Asset Management
Virginia
$632K -$158K -676 -21%
CC
772
Cannell & Co
New York
$629K – – –
SIM
773
Sentry Investment Management
Wisconsin
$628K -$125K -536 -17%
PL
774
Plancorp LLC
Missouri
$628K -$5.15K -22 -0.8%
AWS
775
Atria Wealth Solutions
New York
$628K +$613K +2,620 New