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Name Holding Trade Value Shares
Change
Change in
Stake
SW
576
Simplicity Wealth
New Jersey
$816K +$46.1K +365 +5%
1CP
577
17 Capital Partners
Arizona
$803K +$31.6K +250 +4%
FRM
578
Fox Run Management
Connecticut
$801K +$894K +7,068 New
AAS
579
Avantax Advisory Services
Texas
$800K +$437K +3,458 +96%
Jones Financial Companies
580
Jones Financial Companies
Missouri
$765K +$548K +4,338 +180%
TC
581
TownSquare Capital
Utah
$755K +$327K +2,587 +63%
BBA
582
Baader Bank Aktiengesellschaft
Germany
$753K +$219K +1,733 +35%
FT
583
Fiduciary Trust
Massachusetts
$747K
CFCI
584
Comprehensive Financial Consultants Institutional
Indiana
$732K +$105K +834 +15%
CL
585
CIM LLC
New York
$730K +$54.6K +432 +4%
ECM
586
Everence Capital Management
Indiana
$722K
YIH
587
Y-Intercept (HK)
Hong Kong
$717K +$200K +1,583 +33%
APWM
588
Argonautica Private Wealth Management
Massachusetts
$714K
VEA
589
Virtus ETF Advisers
New York
$714K +$42.6K +337 +6%
SA
590
Strategic Advocates
Utah
$712K +$794K +6,279 New
IFG
591
Independent Financial Group
California
$707K -$113K -897 -13%
SM
592
STF Management
Texas
$702K -$37.4K -296 -5%
CIBC World Market
593
CIBC World Market
Ontario, Canada
$699K -$53.9K -426 -6%
JFG
594
Jefferies Financial Group
New York
$688K -$40.6K -321 -5%
MYAM
595
Meiji Yasuda Asset Management
Japan
$678K +$64.7K +512 +9%
AIA
596
Angeles Investment Advisors
California
$673K +$11.8K +93 +2%
GWM
597
Geneos Wealth Management
Colorado
$673K -$11.1K -88 -1%
BC
598
Bowman & Company
Wisconsin
$672K +$66.6K +527 +10%
CIM
599
CIM Investment Management
Pennsylvania
$670K -$9.48K -75 -1%
SCM
600
Suvretta Capital Management
New York
$667K