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Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
526
Main Street Financial Solutions
Pennsylvania
$430K +$6.72K +48 +2%
GXJ
527
Global X Japan
Japan
$425K +$387K +2,762 New
EFS
528
Essex Financial Services
Connecticut
$424K -$2.24K -16 -0.6%
UAML
529
US Asset Management LLC
Pennsylvania
$420K +$382K +2,728 New
P8IP
530
Pier 88 Investment Partners
California
$419K -$308K -2,200 -45%
BFS
531
Bradley Foster & Sargent
Connecticut
$419K -$203K -1,452 -35%
Marshall Wace
532
Marshall Wace
United Kingdom
$415K +$378K +2,700 New
PR
533
Payden & Rygel
California
$412K -$18.6M -132,800 -98%
FM
534
Foster & Motley
Ohio
$412K -$7.29K -52 -2%
GT
535
Greenleaf Trust
Michigan
$411K +$36.8K +263 +11%
MFG
536
Merit Financial Group
Georgia
$404K +$2.1K +15 +0.6%
BPA
537
Beacon Pointe Advisors
California
$403K -$66.6K -475 -15%
Aristotle Capital Management
538
Aristotle Capital Management
California
$400K
GWA
539
GGM Wealth Advisors
Maryland
$397K
SFI
540
Siemens Fonds Invest
Germany
$395K -$209K -1,495 -37%
SIMG
541
Sonora Investment Management Group
Arizona
$395K
SFA
542
Sequoia Financial Advisors
Ohio
$394K +$137K +977 +62%
VI
543
Vestcor Inc
New Brunswick, Canada
$393K -$3.08K -22 -0.9%
CWM
544
Connecticut Wealth Management
Connecticut
$391K +$24.2K +173 +7%
ACM
545
Allred Capital Management
Texas
$388K +$701 +5 +0.2%
TTWM
546
TCV Trust & Wealth Management
Virginia
$387K -$5.6K -40 -2%
IAS
547
Insigneo Advisory Services
Florida
$384K +$350K +2,498 New
BJL
548
Brighton Jones LLC
Washington
$380K -$981 -7 -0.3%
MWPCG
549
Measured Wealth Private Client Group
New Hampshire
$376K
TWP
550
Tyche Wealth Partners
Texas
$372K +$339K +2,420 New