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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Management Professionals
451
Financial Management Professionals
Texas
$123K -$4.11K -16 -3%
Ossiam
452
Ossiam
France
$114K +$107K +418 New
O'Shaughnessy Asset Management
453
O'Shaughnessy Asset Management
Connecticut
$105K +$28K +109 +39%
Pathstone Family Office
454
Pathstone Family Office
New Jersey
$90K +$12.8K +50 +18%
Quadrant Capital Group
455
Quadrant Capital Group
Ohio
$87K -$1.28K -5 -2%
Advisornet Financial
456
Advisornet Financial
Minnesota
$78K – – –
Meeder Asset Management
457
Meeder Asset Management
Ohio
$77K +$513 +2 +0.7%
FFG
458
Fortem Financial Group
California
$75K -$1.64M -6,400 -96%
Graves Light Lenhart Wealth
459
Graves Light Lenhart Wealth
Virginia
$69K +$65K +253 New
VBCG
460
Valley Brook Capital Group
Pennsylvania
$68K +$64.2K +250 New
BI Asset Management Fondsmaeglerselskab
461
BI Asset Management Fondsmaeglerselskab
Denmark
$66K +$18.7K +73 +43%
Parallel Advisors
462
Parallel Advisors
California
$65K -$5.14K -20 -8%
Northwestern Mutual Wealth Management
463
Northwestern Mutual Wealth Management
Wisconsin
$65K +$7.44K +29 +14%
NICM
464
Neo Ivy Capital Management
New York
$64K +$60.1K +234 New
IFP Advisors
465
IFP Advisors
Florida
$60K +$11K +43 +25%
Steward Partners Investment Advisory
466
Steward Partners Investment Advisory
New York
$55K – – –
Migdal Insurance & Financial Holdings
467
Migdal Insurance & Financial Holdings
Israel
$51K +$28.5K +111 +144%
Raffa Wealth Management
468
Raffa Wealth Management
District of Columbia
$50.7K – – –
Penserra Capital Management
469
Penserra Capital Management
California
$47K +$9.8K +38 +28%
Childress Capital Advisors
470
Childress Capital Advisors
Texas
$46K +$43.9K +171 New
WhitTier Trust Company
471
WhitTier Trust Company
Nevada
$42K – – –
SignatureFD
472
SignatureFD
Georgia
$41K -$7.44K -29 -16%
RPWA
473
Regent Peak Wealth Advisors
Georgia
$41K +$38.8K +151 New
Jacobi Capital Management
474
Jacobi Capital Management
Pennsylvania
$40K -$20K -78 -35%
Pinnacle Wealth Planning Services
475
Pinnacle Wealth Planning Services
Ohio
$39K +$37.2K +145 New