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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
476
Cerity Partners
New York
$307K +$265K +4,454 New
CK
477
Cohen Klingenstein
New York
$307K
AAS
478
Avantax Advisory Services
Texas
$297K -$151K -2,540 -37%
CWP
479
Cyndeo Wealth Partners
Florida
$296K +$536 +9 +0.2%
ALAM
480
Asahi Life Asset Management
Japan
$293K -$90.6K -1,520 -26%
BJL
481
Brighton Jones LLC
Washington
$287K +$248K +4,171 New
AOI
482
Auto-Owners Insurance
Michigan
$286K
EWM
483
Elite Wealth Management
Washington
$283K +$1.67K +28 +0.7%
MGP
484
Metis Global Partners
California
$282K +$18.2K +306 +8%
SAM
485
Shell Asset Management
Netherlands
$282K -$26.2K -439 -10%
AWS
486
Atria Wealth Solutions
New York
$279K -$16.7K -280 -6%
MCM
487
Monument Capital Management
Virginia
$279K +$241K +4,045 New
SC
488
Savant Capital
Illinois
$276K -$3.63K -61 -2%
GCM
489
Gator Capital Management
Florida
$276K
OC
490
Oppenheimer & Co
New York
$275K -$5.24K -88 -2%
SFA
491
Sequoia Financial Advisors
Ohio
$270K +$11.2K +188 +5%
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$264K +$25.1K +421 +12%
SAM
493
Sawgrass Asset Management
Florida
$263K +$227K +3,812 New
SWS
494
SYSTM Wealth Solutions
Illinois
$262K -$5.3K -89 -2%
KFS
495
Kaizen Financial Strategies
California
$262K -$11.9K -200 -5%
CCA
496
Checchi Capital Advisers
California
$261K +$225K +3,783 New
API
497
Advisor Partners II
California
$260K +$225K +3,773 New
AGC
498
Aspen Grove Capital
Colorado
$257K
NYLIM
499
New York Life Investment Management
New York
$254K -$201K -3,376 -48%
AC
500
Allstate Corporation
Illinois
$254K +$219K +3,680 New