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Name Holding Trade Value Shares
Change
Change in
Stake
AC
876
AlphaCore Capital
California
$486K +$69.3K +495 +16%
CLOS
877
Compagnie Lombard Odier SCmA
Switzerland
$482K -$267K -1,910 -35%
APP
878
Avantax Planning Partners
Iowa
$482K -$560 -4 -0.1%
SCM
879
Shelton Capital Management
Colorado
$482K +$14K +100 +3%
IA
880
IFG Advisory
Georgia
$482K +$69K +493 +16%
WEG
881
World Equity Group
Illinois
$478K +$1.96K +14 +0.4%
MIC
882
Means Investment Company
Maine
$472K +$2.1K +15 +0.4%
RCAG
883
Rehmann Capital Advisory Group
Michigan
$472K +$265K +1,895 +115%
AWE
884
Avidian Wealth Enterprises
Texas
$471K -$101K -721 -17%
PA
885
Profund Advisors
Maryland
$468K +$979 +7 +0.2%
MIP
886
Marietta Investment Partners
Wisconsin
$466K
CA
887
Carson Advisory
Georgia
$466K +$489K +3,495 New
ZCA
888
Zeke Capital Advisors
Pennsylvania
$465K -$3.78K -27 -0.8%
WPA
889
West Paces Advisors
Georgia
$464K -$6.3K -45 -1%
Two Sigma Investments
890
Two Sigma Investments
New York
$464K -$40.6M -290,497 -99%
BFS
891
Bradley Foster & Sargent
Connecticut
$464K -$7.84K -56 -2%
OPOWM
892
One Plus One Wealth Management
Florida
$463K
CPO
893
Cerity Partners OCIO
New York
$463K +$3.08K +22 +0.6%
AFG
894
Allegheny Financial Group
Pennsylvania
$462K
Fayez Sarofim & Co
895
Fayez Sarofim & Co
Texas
$461K -$11.1K -79 -2%
CIA
896
Citadel Investment Advisory
Ohio
$461K +$7K +50 +1%
GC
897
Gilbert & Cook
Iowa
$460K -$81.3K -581 -16%
9WM
898
9258 Wealth Management
Ohio
$460K -$22.1K -158 -4%
CGL
899
Clarius Group LLC
Washington
$460K +$16.4K +117 +4%
IRC
900
Investors Research Corp
Georgia
$456K +$2.52K +18 +0.5%