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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
351
Venturi Wealth Management
Texas
$967K +$149K +1,024 +18%
NIMI
352
Natixis Investment Managers International
France
$963K -$967K -6,630 -50%
SPIA
353
Steward Partners Investment Advisory
New York
$953K -$1.75K -12 -0.2%
GM
354
GeoWealth Management
Illinois
$947K +$939K +6,439 New
AWM
355
Adams Wealth Management
Utah
$938K -$17.8K -122 -2%
MFGM
356
Marshall Financial Group (Maryland)
Maryland
$935K +$83.8K +575 +10%
VEA
357
Virtus ETF Advisers
New York
$929K +$680K +4,665 +282%
DAS
358
Diversify Advisory Services
Utah
$922K +$916K +6,283 New
SVWAG
359
Sound View Wealth Advisors Group
Georgia
$920K -$72.8K -499 -7%
CCG
360
Cypress Capital Group
Florida
$915K +$563K +3,863 +164%
AWA
361
Arkadios Wealth Advisors
Georgia
$906K -$67.1K -460 -7%
CW
362
Connectus Wealth
Ohio
$899K
AIC
363
Archer Investment Corporation
Indiana
$898K -$29.2K -200 -3%
BCI
364
Brinker Capital Investments
Pennsylvania
$868K -$196K -1,344 -19%
OPS
365
Orion Portfolio Solutions
Nebraska
$868K -$196K -1,344 -19%
TC
366
TownSquare Capital
Utah
$865K +$6.27K +43 +0.7%
TMAM
367
Tokio Marine Asset Management
Japan
$865K +$121K +831 +16%
HFAS
368
Hummer Financial Advisory Services
Illinois
$860K
Squarepoint
369
Squarepoint
New York
$842K +$875 +6 +0.1%
RIM
370
Rakuten Investment Management
Japan
$835K +$752K +5,158 +986%
HCA
371
Harbor Capital Advisors
Illinois
$797K +$791K +5,423 New
IIM
372
INTECH Investment Management
Florida
$795K +$458K +3,141 +139%
BHCM
373
Brevan Howard Capital Management
Jersey
$791K -$486K -3,330 -38%
Teacher Retirement System of Texas
374
Teacher Retirement System of Texas
Texas
$790K -$4.81M -32,976 -86%
KAS
375
Kestra Advisory Services
Texas
$784K +$592K +4,061 +319%