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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
776
V-Square Quantitative Management
Illinois
$715K +$79.2K +1,746 +13%
TVPW
777
Third View Private Wealth
Connecticut
$711K -$146K -3,206 -18%
TA
778
TCM Advisors
West Virginia
$711K – – –
VFA
779
Voya Financial Advisors
Connecticut
$710K -$183K -4,041 -21%
SF
780
Symphony Financial
Texas
$710K +$90K +1,984 +15%
GWM
781
GDS Wealth Management
Texas
$710K +$26.4K +582 +4%
EAM
782
Erste Asset Management
Austria
$705K +$72.4K +1,596 +12%
BC
783
Burney Company
Virginia
$702K +$15.4K +339 +2%
THCM
784
Taylor Hoffman Capital Management
Virginia
$700K – – –
DAM
785
Delta Asset Management
Tennessee
$692K – – –
MWP
786
Madison Wealth Partners
Wisconsin
$688K +$14.1K +311 +2%
CA
787
Clearstead Advisors
Ohio
$687K -$1.28M -28,303 -66%
VFA
788
Valeo Financial Advisors
Indiana
$686K +$52.4K +1,155 +9%
CTC
789
Central Trust Company
Missouri
$683K +$4.18K +92 +0.7%
EAM
790
Empirical Asset Management
Massachusetts
$683K -$31.8K -700 -5%
VIM
791
Vinva Investment Management
Australia
$682K +$653K +14,379 New
Envestnet Portfolio Solutions
792
Envestnet Portfolio Solutions
Illinois
$677K -$27.9K -615 -4%
ST
793
Smithfield Trust
Pennsylvania
$675K – – –
DIA
794
Dana Investment Advisors
Wisconsin
$674K – – –
MWM
795
Modern Wealth Management
Kansas
$673K +$26.6K +586 +4%
WG
796
Wellington Group
Indiana
$673K +$28.4K +625 +5%
BFP
797
Birchwood Financial Partners
Minnesota
$672K -$36.9K -812 -5%
UAS
798
United Asset Strategies
New York
$667K +$631K +13,895 New
PCP
799
Proficio Capital Partners
Massachusetts
$664K +$627K +13,824 New
BWM
800
BankPlus Wealth Management
Mississippi
$659K +$18.1K +399 +3%