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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
601
Mitchell McLeod Pugh & Williams
Alabama
$583K
JWCA
602
J.W. Cole Advisors
Florida
$580K +$571K +8,567 New
RGC
603
Roberts, Glore & Co
Illinois
$579K -$40.7K -610 -7%
MSA
604
MUFG Securities Americas
New York
$574K +$93.8K +1,407 +20%
SCM
605
SOL Capital Management
Maryland
$573K
DFA
606
Davies Financial Advisors
California
$570K +$267 +4 +0%
KOC
607
Koss-Olinger Consulting
Florida
$569K +$560K +8,401 New
MAS
608
Meeder Advisory Services
Ohio
$569K +$72.9K +1,094 +15%
BFS
609
Bradley Foster & Sargent
Connecticut
$566K -$20.1K -302 -3%
TWG
610
The Wealth Group
Minnesota
$565K
AF
611
Allworth Financial
California
$565K +$11.8K +177 +2%
KAS
612
Kestra Advisory Services
Texas
$564K -$112K -1,681 -17%
DFCM
613
Dark Forest Capital Management
Puerto Rico
$557K +$548K +8,226 New
CIC
614
Carnegie Investment Counsel
Ohio
$556K +$564K +8,467 New
Wellington Management Group
615
Wellington Management Group
Massachusetts
$537K -$90.4M -1,356,870 -99%
CF
616
Centaurus Financial
California
$533K +$55.5K +833 +12%
JFGIW
617
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$528K +$92.8K +1,392 +22%
SC
618
SummitTX Capital
Texas
$526K +$518K +7,771 New
WA1
619
Wimmer Associates 1
California
$525K -$55.3K -830 -10%
DMBA
620
Deseret Mutual Benefit Administrators
Utah
$525K -$7.66K -115 -1%
GM
621
GeoWealth Management
Illinois
$521K -$121K -1,816 -19%
SAI
622
Systematic Alpha Investments
New Jersey
$513K
HBCM
623
Heron Bay Capital Management
Michigan
$509K -$6.41M -96,207 -93%
CCA
624
Checchi Capital Advisers
California
$508K +$5.26K +79 +1%
PA
625
Parallel Advisors
California
$502K +$36.9K +554 +8%