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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
501
Dynamic Advisor Solutions
Arizona
$270K -$7.23K -20 -3%
FPAS
502
Focus Partners Advisor Solutions
Missouri
$270K +$280K +774 New
SFI
503
Siemens Fonds Invest
Germany
$269K +$19.5K +54 +8%
AIM
504
Anchor Investment Management
South Carolina
$269K
DWM
505
Drive Wealth Management
Utah
$263K -$4.34K -12 -2%
NP
506
NorthRock Partners
Minnesota
$262K -$7.59K -21 -3%
CG
507
Caprock Group
Idaho
$247K +$256K +709 New
KeyBank National Association
508
KeyBank National Association
Ohio
$246K +$9.39K +26 +4%
Marshall Wace
509
Marshall Wace
United Kingdom
$244K -$1.44M -3,977 -85%
CI
510
Cigna Investments
Connecticut
$241K -$6.87K -19 -3%
CCA
511
Checchi Capital Advisers
California
$240K -$361 -1 -0.1%
MAS
512
Meeder Advisory Services
Ohio
$236K +$11.6K +32 +5%
KP
513
Keel Point
Alabama
$233K +$241K +668 New
Vontobel Holding
514
Vontobel Holding
Switzerland
$233K -$52K -144 -18%
AIP
515
Ameritas Investment Partners
Nebraska
$232K -$15.2K -42 -6%
AWS
516
Atria Wealth Solutions
New York
$232K -$3.97K -11 -2%
FTWA
517
Fifth Third Wealth Advisors
Ohio
$231K +$4.34K +12 +2%
CGL
518
Clarius Group LLC
Washington
$225K +$233K +646 New
ACM
519
Alta Capital Management
Utah
$224K +$232K +643 New
Kayne Anderson Rudnick Investment Management
520
Kayne Anderson Rudnick Investment Management
California
$222K -$35.7M -98,669 -99%
DWM
521
Dakota Wealth Management
Florida
$222K -$13.7K -38 -6%
FFA
522
Farther Finance Advisors
California
$214K +$6.87K +19 +3%
VSQM
523
V-Square Quantitative Management
Illinois
$214K +$5.42K +15 +3%
MAM
524
Mainsail Asset Management
Alabama
$213K +$4.34K +12 +2%
DC
525
Davenport & Co
Virginia
$213K +$221K +612 New