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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
551
Vanguard Personalized Indexing Management
California
$366K +$380K +1,814 New
Koshinski Asset Management
552
Koshinski Asset Management
Illinois
$365K -$18.6K -89 -5%
LS
553
Livforsakringsbolaget Skandia
Sweden
$363K
WWM
554
Western Wealth Management
Colorado
$362K +$376K +1,797 New
AP
555
Advisor Partners
California
$355K +$118K +564 +47%
SYBT
556
Stock Yards Bank & Trust
Kentucky
$348K
GIA
557
Gladstone Institutional Advisory
Florida
$346K +$359K +1,714 New
BZWA
558
Blue Zone Wealth Advisors
California
$345K
QOP
559
Quinn Opportunity Partners
Virginia
$343K
BNP Paribas Asset Management
560
BNP Paribas Asset Management
France
$338K -$51.5K -246 -13%
CMI
561
Clare Market Investments
Texas
$338K -$65.9K -315 -16%
SPIA
562
Steward Partners Investment Advisory
New York
$334K +$45.2K +216 +15%
CI
563
Conning Inc
Connecticut
$331K -$10.5K -50 -3%
GT
564
Greenleaf Trust
Michigan
$328K +$95.9K +458 +39%
DAS
565
Dynamic Advisor Solutions
Arizona
$325K +$24.5K +117 +8%
FMWA
566
Forvis Mazars Wealth Advisors
Missouri
$323K -$50.7K -242 -13%
HFM
567
Harvest Fund Management
China
$323K -$39.1K -187 -10%
PCA
568
Private Capital Advisors
Connecticut
$323K
AAS
569
Avantax Advisory Services
Texas
$323K +$337K +1,610 New
GWM
570
Greenwich Wealth Management
Connecticut
$322K -$239K -1,143 -42%
CIAS
571
Capital Investment Advisory Services
North Carolina
$320K
CCP
572
Corient Capital Partners
California
$320K +$80.2K +383 +32%
MCC
573
Money Concepts Capital
Florida
$319K -$18.2K -87 -5%
AA
574
ALPS Advisors
Colorado
$317K -$165K -790 -33%
YIA
575
YHB Investment Advisors
Connecticut
$316K -$117K -560 -28%