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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
401
MML Investors Services
Massachusetts
$885K -$16.6K -153 -2%
IA
402
Integrity Alliance
Iowa
$883K +$744K +6,854 +360%
RGF
403
Retirement Guys Formula
Ohio
$880K +$33K +304 +4%
OAM
404
Ostrum Asset Management
France
$858K -$306K -2,820 -25%
Schroder Investment Management Group
405
Schroder Investment Management Group
United Kingdom
$846K +$38.1K +351 +4%
WCM
406
Wallace Capital Management
Texas
$844K -$53.2K -490 -6%
AC
407
Allstate Corporation
Illinois
$840K +$412K +3,794 +84%
Thrivent Financial for Lutherans
408
Thrivent Financial for Lutherans
Minnesota
$838K -$5.97K -55 -0.7%
Simplex Trading
409
Simplex Trading
Illinois
$828K +$2.5K +23 +0.3%
AWM
410
Axxcess Wealth Management
California
$820K -$265K -2,439 -23%
AWMI
411
Aegis Wealth Management (Iowa)
Iowa
$820K +$883K +8,130 New
CIBC Private Wealth Group
412
CIBC Private Wealth Group
Georgia
$820K -$91.1K -839 -9%
CC
413
Carlson Capital
Texas
$817K +$879K +8,100 New
VFO
414
Virtus Family Office
Texas
$814K +$876K +8,073 New
CCG
415
Ceeto Capital Group
Florida
$802K
Pathstone Holdings
416
Pathstone Holdings
New Jersey
$800K -$286K -2,634 -25%
DWM
417
Dakota Wealth Management
Florida
$786K -$316K -2,912 -27%
IPW
418
Inlet Private Wealth
Florida
$784K +$845K +7,780 New
KRS
419
Kentucky Retirement Systems
Kentucky
$780K
ECM
420
Evergreen Capital Management
Washington
$777K +$837K +7,710 New
ANBOT
421
American National Bank of Texas
Texas
$774K
BA
422
Bridgewater Associates
Connecticut
$760K -$1.29M -11,894 -61%
LWA
423
Lineweaver Wealth Advisors
Ohio
$752K -$65.5K -603 -7%
NSIM
424
North Star Investment Management
Illinois
$739K -$29.5K -272 -4%
BIM
425
Bridges Investment Management
Nebraska
$733K -$32.6K -300 -4%