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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
601
Penserra Capital Management
California
$361K -$74.7K -1,036 -18%
BRWA
602
B. Riley Wealth Advisors
Florida
$360K +$30.8K +427 +10%
PFA
603
Pathway Financial Advisors
Vermont
$356K
SF
604
Synovus Financial
Georgia
$350K -$148K -2,053 -30%
STA
605
Summit Trail Advisors
New York
$341K -$15K -208 -4%
OWA
606
One Wealth Advisors
California
$337K +$328K +4,547 New
BCP
607
Blackhawk Capital Partners
Wisconsin
$336K +$327K +4,534 New
CCG
608
Cypress Capital Group
Florida
$335K
FFA
609
Fragasso Financial Advisors
Pennsylvania
$328K -$36.6K -507 -10%
PA
610
PFG Advisors
Arizona
$327K -$52.3K -725 -14%
AS
611
Aware Super
Australia
$326K +$572K +7,926 New
AWM
612
Avior Wealth Management
Nebraska
$326K
WAG
613
Wallace Advisory Group
California
$326K -$31.4K -435 -8%
FTDI
614
First Trust Direct Indexing
Massachusetts
$325K +$316K +4,375 New
UB
615
UMB Bank
Missouri
$324K -$13.9K -192 -4%
RCA
616
Resonant Capital Advisors
Wisconsin
$319K +$21.7K +301 +8%
PPWP
617
Premier Path Wealth Partners
New Jersey
$314K +$305K +4,226 New
LSAG
618
Lake Street Advisors Group
New Hampshire
$312K +$304K +4,209 New
BCM
619
Becker Capital Management
Oregon
$312K -$9.09K -126 -3%
VA
620
Vident Advisory
Georgia
$309K +$5.05K +70 +2%
FBT
621
First Bank & Trust
South Dakota
$308K +$11.7K +162 +4%
PA
622
Procyon Advisors
Connecticut
$307K -$60.2K -834 -17%
PAG
623
Private Advisor Group
New Jersey
$306K -$247K -3,424 -45%
EP
624
Edgestream Partners
New Jersey
$302K +$294K +4,076 New
CWM
625
Cornerstone Wealth Management
Missouri
$302K -$18K -250 -6%