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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
351
B. Riley Wealth Advisors
Florida
$873K -$5.7K -110 -0.6%
LWP
352
LMG Wealth Partners
Louisiana
$862K
PA
353
Profund Advisors
Maryland
$857K -$45.9K -886 -5%
AA
354
ALPS Advisors
Colorado
$849K -$55.1K -1,064 -6%
SAM
355
Sequent Asset Management
Texas
$844K -$140K -2,704 -13%
MLA
356
My Legacy Advisors
Oregon
$841K +$39.4K +760 +5%
TI
357
Tidal Investments
Wisconsin
$823K +$240K +4,638 +38%
CAG
358
Csenge Advisory Group
Florida
$821K -$11.1K -214 -1%
ASN
359
Advisory Services Network
Georgia
$809K -$244K -4,714 -22%
SAG
360
SageView Advisory Group
California
$807K +$92.9K +1,792 +12%
SPIA
361
Steward Partners Investment Advisory
New York
$805K -$3.83K -74 -0.4%
TA
362
TCM Advisors
West Virginia
$779K
UCFA
363
United Capital Financial Advisors
Texas
$761K -$14.7K -284 -2%
N
364
Natixis
France
$757K +$806K +15,550 New
RIA
365
Regal Investment Advisors
Michigan
$752K +$95.2K +1,838 +14%
ET
366
Equitable Trust
Tennessee
$746K -$3.21K -62 -0.4%
GVAG
367
Great Valley Advisor Group
Delaware
$741K +$20.5K +396 +3%
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$739K +$36.3K +700 +5%
FCB
369
First County Bank
Connecticut
$733K +$780K +15,060 New
VF
370
Virtu Financial
New York
$730K +$777K +15,000 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
371
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$727K -$14.6M -282,368 -95%
CAMG
372
CWA Asset Management Group
Florida
$716K +$762K +14,706 New
CIC
373
Carnegie Investment Counsel
Ohio
$711K
NICM
374
Neo Ivy Capital Management
New York
$710K +$756K +14,586 New
CAM
375
Cresset Asset Management
Illinois
$709K +$346K +6,668 +84%