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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
601
Tranquilli Financial Advisor
New Jersey
$590K -$49.1K -736 -8%
MMPW
602
Mitchell McLeod Pugh & Williams
Alabama
$583K – – –
JWCA
603
J.W. Cole Advisors
Florida
$580K +$571K +8,567 New
RGC
604
Roberts, Glore & Co
Illinois
$579K -$40.7K -610 -7%
MSA
605
MUFG Securities Americas
New York
$574K +$93.8K +1,407 +20%
SCM
606
SOL Capital Management
Maryland
$573K – – –
DFA
607
Davies Financial Advisors
California
$570K +$267 +4 +0%
KOC
608
Koss-Olinger Consulting
Florida
$569K +$560K +8,401 New
MAS
609
Meeder Advisory Services
Ohio
$569K +$72.9K +1,094 +15%
BFS
610
Bradley Foster & Sargent
Connecticut
$566K -$20.1K -302 -3%
TWG
611
The Wealth Group
Minnesota
$565K – – –
AF
612
Allworth Financial
California
$565K +$11.8K +177 +2%
KAS
613
Kestra Advisory Services
Texas
$564K -$112K -1,681 -17%
DFCM
614
Dark Forest Capital Management
Puerto Rico
$557K +$548K +8,226 New
CIC
615
Carnegie Investment Counsel
Ohio
$556K +$564K +8,467 New
Wellington Management Group
616
Wellington Management Group
Massachusetts
$537K -$90.4M -1,356,870 -99%
CF
617
Centaurus Financial
California
$533K +$55.5K +833 +12%
JFGIW
618
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$528K +$92.8K +1,392 +22%
SC
619
SummitTX Capital
Texas
$526K +$518K +7,771 New
WA1
620
Wimmer Associates 1
California
$525K -$55.3K -830 -10%
DMBA
621
Deseret Mutual Benefit Administrators
Utah
$525K -$7.66K -115 -1%
GM
622
GeoWealth Management
Illinois
$521K -$121K -1,816 -19%
SAI
623
Systematic Alpha Investments
New Jersey
$513K – – –
HBCM
624
Heron Bay Capital Management
Michigan
$509K -$6.41M -96,207 -93%
CCA
625
Checchi Capital Advisers
California
$508K +$5.26K +79 +1%