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Name Holding Trade Value Shares
Change
Change in
Stake
VIM
401
Vinva Investment Management
Australia
$861K +$818K +22,905 New
ACM
402
AlphaStar Capital Management
North Carolina
$854K +$8.5K +238 +1%
RWP
403
RWA Wealth Partners
Massachusetts
$846K -$8.36K -234 -1%
BRWA
404
B. Riley Wealth Advisors
Florida
$841K +$74.1K +2,075 +10%
UCFA
405
United Capital Financial Advisors
Texas
$840K +$29.1K +814 +4%
FRM
406
Fox Run Management
Connecticut
$824K +$784K +21,935 New
QCM
407
Quantinno Capital Management
New York
$812K +$44K +1,232 +6%
AF
408
Allworth Financial
California
$806K -$125K -3,491 -14%
SFA
409
Sequoia Financial Advisors
Ohio
$795K -$149K -4,173 -16%
CIP
410
Chartwell Investment Partners
Pennsylvania
$789K -$814K -22,784 -52%
QI
411
Qtron Investments
Massachusetts
$788K
AWC
412
Abundance Wealth Counselors
Pennsylvania
$784K +$73.3K +2,050 +11%
GT
413
Greenleaf Trust
Michigan
$780K -$79.6K -2,227 -10%
VAS
414
Vestmark Advisory Solutions
Massachusetts
$780K +$605K +16,922 +441%
DPL
415
Danica Pension Livsforsikrings
$779K +$741K +20,740 New
HFM
416
Hartford Financial Management
Connecticut
$770K
SAM
417
Shell Asset Management
Netherlands
$769K +$633K +17,724 +393%
PAS
418
Park Avenue Securities
New York
$765K -$23.9K -668 -3%
VSQM
419
V-Square Quantitative Management
Illinois
$755K +$141K +3,948 +24%
RJT
420
Raymond James Trust
Florida
$749K +$18K +503 +3%
SFS
421
Sowell Financial Services
Arkansas
$742K +$20.4K +571 +3%
AIA
422
Affinity Investment Advisors
California
$726K -$2.82K -79 -0.4%
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$720K +$2.86K +80 +0.4%
WANY
424
Wealthspire Advisors (New York)
New York
$717K -$17.9K -500 -3%
NS
425
NBC Securities
Alabama
$712K -$2.28M -63,801 -77%