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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
776
Smartleaf Asset Management
Massachusetts
$4.79M – – –
YDMI
777
Y.D. More Investments
Israel
$4.75M +$4.49M +11,137 New
LTI
778
Laffer Tengler Investments
Tennessee
$4.73M -$225K -558 -5%
TRIA
779
Trail Ridge Investment Advisors
Colorado
$4.72M -$8.47K -21 -0.2%
MWM
780
Mission Wealth Management
California
$4.71M +$947K +2,349 +27%
PIWA
781
Prevail Innovative Wealth Advisors
Kansas
$4.71M +$4.45M +11,047 New
PA
782
Parallel Advisors
California
$4.7M +$752K +1,865 +20%
1WA
783
180 Wealth Advisors
Washington
$4.67M -$123K -306 -3%
BP
784
Ballentine Partners
Massachusetts
$4.67M +$90.3K +224 +2%
CWP
785
Concord Wealth Partners
Virginia
$4.61M +$196K +487 +5%
IA
786
IFP Advisors
Florida
$4.61M +$116K +288 +3%
SC
787
Sawyer & Company
Massachusetts
$4.57M -$686K -1,702 -14%
ECM
788
Evergreen Capital Management
Washington
$4.57M +$193K +478 +5%
CWMK
789
Caliber Wealth Management (Kansas)
Kansas
$4.56M +$66.1K +164 +2%
FDP
790
Financiere des Professionnels
Quebec, Canada
$4.53M -$1.19M -2,960 -22%
CRWM
791
Castle Rock Wealth Management
California
$4.51M +$448K +1,111 +11%
CGH
792
Crossmark Global Holdings
Texas
$4.49M -$69.8K -173 -2%
WMA
793
West Michigan Advisors
Michigan
$4.48M -$155K -385 -4%
RFA
794
Resurgent Financial Advisors
Georgia
$4.47M +$537K +1,331 +15%
FCP
795
Fidelis Capital Partners
Florida
$4.43M -$3.63K -9 -0.1%
STAS
796
Strong Tower Advisory Services
Minnesota
$4.4M +$17.7K +44 +0.4%
IIM
797
INTECH Investment Management
Florida
$4.39M -$2.91M -7,223 -41%
ETC
798
Exchange Traded Concepts
Oklahoma
$4.39M +$1.05M +2,611 +34%
KRSITF
799
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.37M -$18.6K -46 -0.4%
LB
800
Legacy Bridge
Iowa
$4.34M +$62.9K +156 +2%