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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Versant Capital Management
Arizona
$543K +$240K +4,482 +113%
CFM
602
Catalyst Funds Management
Australia
$542K +$452K +8,450 New
UFF
603
USA Financial Formulas
Michigan
$541K +$450K +8,426 New
SG
604
Sienna Gestion
France
$540K +$443K +8,280 New
FFA
605
Fragasso Financial Advisors
Pennsylvania
$539K +$2.3K +43 +0.5%
ACM
606
Aster Capital Management
United Arab Emirates
$538K +$349K +6,530 +353%
WEG
607
World Equity Group
Illinois
$535K +$446K +8,334 New
LWA
608
LifeGoal Wealth Advisors
New York
$528K +$29.9K +560 +7%
CWMA
609
Capstone Wealth Management (Alabama)
Alabama
$528K +$440K +8,231 New
SWP
610
Sagespring Wealth Partners
Tennessee
$526K +$74.3K +1,389 +20%
SGI
611
Summit Global Investments
Utah
$522K +$1.28K +24 +0.3%
CPCPP
612
Canada Post Corporation Pension Plan
Canada
$520K
BF
613
Bonfire Financial
Colorado
$519K
NWAG
614
Net Worth Advisory Group
Utah
$518K -$31.6K -591 -7%
BEI
615
Benjamin Edwards Inc
Missouri
$515K +$429K +8,030 New
GWM
616
GK Wealth Management
Nevada
$515K +$429K +8,024 New
CIA
617
Concurrent Investment Advisors
Florida
$509K +$424K +7,937 New
OAM
618
Oxford Asset Management
United Kingdom
$508K -$1.13M -21,111 -73%
RCM
619
Radnor Capital Management
Pennsylvania
$507K
ACA
620
Aptus Capital Advisors
Alabama
$502K -$114K -2,141 -21%
RWM
621
Ritholtz Wealth Management
New York
$501K +$417K +7,800 New
FWP
622
Family Wealth Partners
North Carolina
$499K -$139K -2,592 -25%
DMBA
623
Deseret Mutual Benefit Administrators
Utah
$498K -$46K -861 -10%
TCWA
624
Turtle Creek Wealth Advisors
Texas
$494K +$412K +7,700 New
AL
625
Aspiriant LLC
California
$494K +$411K +7,690 New