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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
801
Sompo Asset Management
Japan
$288K -$217K -1,110 -44%
GWS
802
Glassman Wealth Services
Virginia
$287K +$1.17K +6 +0.4%
NC
803
NinePointTwo Capital
California
$287K
RCAG
804
Rehmann Capital Advisory Group
Michigan
$286K +$11.5K +59 +4%
EWA
805
EP Wealth Advisors
California
$283K +$269K +1,379 New
FFA
806
Farther Finance Advisors
California
$283K +$91.9K +471 +52%
AWA
807
Arkadios Wealth Advisors
Georgia
$282K -$14.1K -72 -5%
EWA
808
ERTS Wealth Advisors
Michigan
$282K -$6.44K -33 -2%
AAS
809
Annex Advisory Services
Wisconsin
$281K -$106K -542 -28%
FNB
810
Farmers National Bank
Kentucky
$281K
TWA
811
TCI Wealth Advisors
Arizona
$278K -$7.81K -40 -3%
WFI
812
West Family Investments
California
$278K +$265K +1,356 New
RFG
813
Range Financial Group
Oregon
$278K +$3.12K +16 +1%
FFM
814
Forum Financial Management
Illinois
$276K
FTIS
815
First Trust Investment Solutions
Florida
$275K +$262K +1,341 New
BIG
816
Brooklyn Investment Group
New York
$274K +$260K +1,334 New
MFG
817
Merit Financial Group
Georgia
$273K +$259K +1,329 New
MAM
818
McLean Asset Management
Virginia
$269K
AT
819
American Trust
Kentucky
$269K -$15.6K -80 -6%
BCM
820
Bayesian Capital Management
New York
$267K +$254K +1,300 New
KCM
821
Kathmere Capital Management
Pennsylvania
$267K +$254K +1,300 New
CIC
822
Chase Investment Counsel
Virginia
$266K
AT
823
Avalon Trust
New Mexico
$265K +$125K +640 +98%
PPWP
824
Premier Path Wealth Partners
New Jersey
$264K +$261K +1,335 New
CCM
825
Crew Capital Management
Ohio
$262K -$44.7K -229 -15%