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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
701
Valeo Financial Advisors
Indiana
$1M -$30K -213 -3%
ACA
702
Aptus Capital Advisors
Alabama
$1M +$146K +1,038 +15%
KRSITF
703
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1M – – –
BF
704
bLong Financial
Tennessee
$998K -$5.92K -42 -0.5%
AssetMark Inc
705
AssetMark Inc
California
$997K +$87.6K +622 +9%
GI
706
GAMMA Investing
California
$995K +$132K +940 +13%
BHPW
707
Beverly Hills Private Wealth
California
$990K +$527K +3,741 +91%
TCM
708
Traub Capital Management
Massachusetts
$981K -$5.63K -40 -0.5%
CL
709
Choreo LLC
Illinois
$972K +$283K +2,011 +36%
FPAS
710
Focus Partners Advisor Solutions
Missouri
$960K +$191K +1,355 +22%
CW
711
CreativeOne Wealth
Kansas
$960K -$154K -1,095 -13%
LP
712
LMR Partners
United Kingdom
$956K +$1.07M +7,595 New
SSG
713
Summit Securities Group
New York
$950K -$10.6K -75 -1%
AC
714
AXQ Capital
New Jersey
$947K +$823K +5,844 +348%
DS
715
DRW Securities
Illinois
$947K -$2.22M -15,765 -68%
MYAM
716
Meiji Yasuda Asset Management
Japan
$941K -$166K -1,178 -14%
PA
717
Persium Advisors
Georgia
$939K +$12K +85 +1%
WANY
718
Wealthspire Advisors (New York)
New York
$938K +$638K +4,531 +155%
WSCM
719
Wellington Shields Capital Management
New York
$929K +$1.04M +7,377 New
FRA
720
Frank Rimerman Advisors
California
$926K – – –
EWA
721
EP Wealth Advisors
California
$925K +$1.04M +7,352 New
GWM
722
GSB Wealth Management
Connecticut
$923K +$2.11K +15 +0.2%
OAM
723
Oxford Asset Management
United Kingdom
$919K +$1.03M +7,302 New
PP
724
Prudential plc
United Kingdom
$916K – – –
TIAA Trust, National Association
725
TIAA Trust, National Association
North Carolina
$911K -$31.8K -226 -3%