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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
601
Everence Capital Management
Indiana
$916K – – –
MSA
602
MUFG Securities Americas
New York
$915K +$23.3K +32 +3%
RCA
603
Resonant Capital Advisors
Wisconsin
$907K +$59.7K +82 +7%
LNWTC
604
Laird Norton Wetherby Trust Company
Washington
$903K -$13.8K -19 -2%
XSC
605
X-Square Capital
Puerto Rico
$901K – – –
SMG
606
Smart Money Group
Texas
$891K +$621K +853 +241%
NWWA
607
New Wave Wealth Advisors
Arkansas
$878K +$15.3K +21 +2%
N
608
Numerai
California
$877K +$592K +814 +218%
FCP
609
Fidelis Capital Partners
Florida
$860K +$5.82K +8 +0.7%
CSA
610
Cornerstone Select Advisors
Missouri
$860K +$44.4K +61 +6%
GWP
611
Gateway Wealth Partners
Wisconsin
$859K +$847K +1,164 New
WFP
612
Worthington Financial Partners
Ohio
$849K -$1.1M -1,506 -57%
MBWA
613
Marin Bay Wealth Advisors
California
$844K – – –
DWM
614
Diversify Wealth Management
Utah
$836K +$730K +1,003 New
XF
615
XML Financial
Maryland
$832K +$24.7K +34 +3%
MWM
616
Meridian Wealth Management
Kentucky
$825K +$183K +251 +29%
MA
617
Mutual Advisors
Nebraska
$820K +$198K +272 +32%
TPCW
618
TD Private Client Wealth
New York
$820K +$311K +427 +63%
SGA
619
Strategic Global Advisors
California
$818K -$4.98M -6,849 -86%
Lido Advisors
620
Lido Advisors
California
$808K +$251K +345 +46%
IB
621
Intrust Bank
Kansas
$808K +$91K +125 +13%
VSQM
622
V-Square Quantitative Management
Illinois
$805K +$13.1K +18 +2%
WC
623
Westerkirk Capital
$802K -$261K -358 -25%
SCM
624
Sterling Capital Management
North Carolina
$801K -$539K -740 -41%
MAS
625
Meeder Advisory Services
Ohio
$800K -$61.1K -84 -7%