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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
Redhawk Wealth Advisors
Minnesota
$333K +$243K +1,931 New
PA
552
Parkside Advisors
California
$332K +$243K +1,928 New
TVAMP
553
Tennessee Valley Asset Management Partners
Tennessee
$331K +$242K +1,923 New
OSAM
554
O'Shaughnessy Asset Management
Connecticut
$329K +$91.2K +724 +61%
GAMC
555
Garner Asset Management Corp
Texas
$323K +$236K +1,875 New
TFS
556
TrustCore Financial Services
Tennessee
$322K +$233K +1,846 +7,692%
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$319K
NAMP
558
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$319K +$233K +1,850 New
GKWIM
559
Gerber Kawasaki Wealth & Investment Management
California
$319K +$234K +1,857 New
CAM
560
Cresset Asset Management
Illinois
$316K -$605K -4,803 -72%
9WM
561
9258 Wealth Management
Ohio
$314K +$230K +1,824 New
LS
562
Livforsakringsbolaget Skandia
Sweden
$310K +$75.6K +600 +50%
3F
563
360 Financial
Minnesota
$310K +$198K +1,570 New
CI
564
Cigna Investments
Connecticut
$308K +$226K +1,793 New
EWM
565
Empirical Wealth Management
Washington
$306K +$224K +1,778 New
SIAS
566
Shine Investment Advisory Services
Colorado
$305K -$38.3K -304 -15%
WMA
567
Wealth Management Associates
New Jersey
$303K +$222K +1,761 New
EW
568
Evoke Wealth
California
$298K +$13.6K +108 +7%
MS
569
Maven Securities
Jersey
$293K +$214K +1,700 New
AG
570
AlphaSimPlex Group
Massachusetts
$293K +$215K +1,702 New
QI
571
Qtron Investments
Massachusetts
$291K +$213K +1,692 New
S
572
SignatureFD
Georgia
$289K +$29.1K +231 +16%
CAN
573
Claraphi Advisory Network
United States
$288K +$55.3K +439 +36%
PAS
574
Partnervest Advisory Services
California
$288K +$211K +1,675 New
AR
575
Advisory Research
Illinois
$282K -$368K -2,920 -64%