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Name Holding Trade Value Shares
Change
Change in
Stake
EFM
526
E Fund Management
China
$538K +$135K +3,485 +32%
SI
527
Stephens Inc
Arkansas
$533K +$62.5K +1,610 +13%
BDF
528
Black Diamond Financial
Maryland
$532K -$155 -4 -0%
LSV Asset Management
529
LSV Asset Management
Illinois
$531K -$77.6K -2,000 -12%
TG
530
TCW Group
California
$526K +$13.8K +357 +3%
AWS
531
Atria Wealth Solutions
New York
$523K -$6.56K -169 -1%
KPWS
532
Kestra Private Wealth Services
Texas
$520K -$69.3K -1,787 -11%
SLI
533
Sumitomo Life Insurance
Japan
$515K -$20.5K -529 -4%
KA
534
Kintegral Advisory
New York
$513K -$24.6K -635 -4%
FRA
535
Frank Rimerman Advisors
California
$513K +$91.3K +2,353 +21%
PT
536
Plimoth Trust
Massachusetts
$512K -$1.94K -50 -0.4%
VT
537
Vise Technologies
New York
$511K +$104K +2,678 +25%
IRC
538
Investors Research Corp
Georgia
$508K
PWM
539
Partnership Wealth Management
Maryland
$507K
Jones Financial Companies
540
Jones Financial Companies
Missouri
$504K +$270K +6,968 +108%
PFS
541
Prospera Financial Services
Texas
$501K +$70K +1,805 +16%
LIA
542
LSP Investment Advisors
New York
$500K
PI
543
PFG Investments
New York
$495K +$11.8K +305 +2%
AAM
544
Advisors Asset Management
Colorado
$494K +$509K +13,128 New
IPAM
545
ICICI Prudential Asset Management
India
$493K +$931 +24 +0.2%
SW
546
SVB Wealth
Massachusetts
$490K +$505K +13,007 New
AG
547
Algert Global
California
$489K +$504K +13,003 New
BPA
548
Beacon Pointe Advisors
California
$487K +$31.8K +821 +7%
CNBT
549
Cornerstone National Bank & Trust
Illinois
$484K
RIA
550
Regal Investment Advisors
Michigan
$479K -$142K -3,655 -22%