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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
426
Western Wealth Management
Colorado
$345K -$5.96K -130 -2%
ARG
427
Advisory Resource Group
Oklahoma
$337K
CWM
428
CIBC World Markets
New York
$337K +$260K +5,661 New
AA
429
ALPS Advisors
Colorado
$330K +$12.8K +280 +5%
PFS
430
Prospera Financial Services
Texas
$325K +$250K +5,459 New
Allspring Global Investments
431
Allspring Global Investments
North Carolina
$320K -$61.6K -1,343 -20%
NA
432
NewEdge Advisors
Louisiana
$319K -$84.5K -1,842 -26%
Fisher Asset Management
433
Fisher Asset Management
Washington
$318K -$615K -13,411 -71%
ALAM
434
Asahi Life Asset Management
Japan
$307K -$73.4K -1,600 -24%
SPA
435
Sherbrooke Park Advisers
New York
$301K -$811K -17,682 -78%
LFA
436
Legacy Financial Advisors
Kentucky
$301K +$232K +5,068 New
LAI
437
Legal Advantage Investments
California
$298K
RVPG
438
Relative Value Partners Group
$297K +$230K +5,004 New
EIP
439
Easterly Investment Partners
Massachusetts
$297K
OWP
440
Obermeyer Wealth Partners
Colorado
$297K
SPM
441
Symmetry Peak Management
Pennsylvania
$297K +$229K +5,000 New
WG
442
Winton Group
United Kingdom
$293K +$6.61K +144 +3%
BMSSC
443
B. Metzler seel. Sohn & Co
Germany
$290K
PWM
444
Prosperity Wealth Management
California
$284K +$219K +4,785 New
PVM
445
Palogic Value Management
Texas
$284K +$219K +4,781 New
KWA
446
Kingswood Wealth Advisors
California
$284K +$4.17K +91 +2%
SWP
447
Stratos Wealth Partners
Ohio
$283K -$22.2K -485 -9%
IMCOOI
448
Investment Management Corp of Ontario (IMCO)
Canada
$283K +$218K +4,752 New
SP
449
Systematic Portfolios
New York
$281K +$217K +4,721 New
PNC Financial Services Group
450
PNC Financial Services Group
Pennsylvania
$280K -$53.1K -1,157 -20%