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Name Holding Trade Value Shares
Change
Change in
Stake
KA
951
Kintegral Advisory
New York
$431K – – –
MOS
952
MGO One Seven
Ohio
$431K +$131K +620 +27%
CGL
953
Clarius Group LLC
Washington
$429K -$23.4K -111 -4%
LOPW
954
Live Oak Private Wealth
North Carolina
$424K -$2.94M -13,950 -83%
CIM
955
CIM Investment Management
Pennsylvania
$424K -$46K -218 -7%
SP
956
Symmetry Partners
Connecticut
$422K +$40.5K +192 +7%
ACIM
957
Azimuth Capital Investment Management
Michigan
$421K – – –
FFG
958
Fortem Financial Group
California
$420K -$35.9K -170 -6%
APA
959
American Portfolios Advisors
New York
$417K -$242K -1,146 -29%
LWM
960
Lyell Wealth Management
California
$416K -$22.8K -108 -4%
CI Investments Inc
961
CI Investments Inc
Ontario, Canada
$411K +$53K +251 +10%
SG
962
StoneX Group
New York
$411K +$76.2K +361 +15%
PA
963
PSI Advisors
Florida
$410K +$51.9K +246 +10%
FLPIM
964
F.L. Putnam Investment Management
Massachusetts
$408K -$27.9K -132 -5%
SHFA
965
SS&H Financial Advisors
Michigan
$408K – – –
FFN
966
Focus Financial Network
Minnesota
$407K +$46.2K +219 +9%
WI
967
Wahed Invest
New York
$405K +$33.1K +157 +6%
S
968
swisspartners
Liechtenstein
$401K – – –
PA
969
Parallel Advisors
California
$400K -$179K -849 -24%
BMM
970
Buffington Mohr McNeal
Idaho
$400K – – –
BEI
971
Benjamin Edwards Inc
Missouri
$400K +$71.1K +337 +14%
FFM
972
Forum Financial Management
Illinois
$399K -$88.2K -418 -13%
MWC
973
MBM Wealth Consultants
Missouri
$398K +$52.3K +248 +10%
WIM
974
WealthPlan Investment Management
Nebraska
$398K +$487K +2,307 New
NL
975
Navalign LLC
California
$397K +$30.4K +144 +6%