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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
501
Catalyst Funds Management
Australia
$544K -$601K -1,692 -56%
JIC
502
Johnson Investment Counsel
Ohio
$541K – – –
ATPW
503
Ashton Thomas Private Wealth
Arizona
$540K -$89.2K -251 -16%
1C
504
111 Capital
France
$540K +$461K +1,297 New
LFG
505
Larson Financial Group
Missouri
$530K +$281K +791 +164%
FRM
506
Fox Run Management
Connecticut
$529K +$452K +1,272 New
IA
507
IFP Advisors
Florida
$517K -$462K -1,301 -51%
WC
508
Waterloo Capital
Texas
$510K +$436K +1,226 New
BEI
509
Benjamin Edwards Inc
Missouri
$505K +$431K +1,214 New
OL
510
Optas LLC
Texas
$504K +$62.9K +177 +17%
WPW
511
Waldron Private Wealth
Pennsylvania
$501K – – –
WA
512
Waverly Advisors
Alabama
$501K +$428K +1,204 New
WFI
513
West Family Investments
California
$497K +$424K +1,194 New
SSA
514
Schonfeld Strategic Advisors
New York
$491K -$919K -2,585 -69%
FRA
515
Frank Rimerman Advisors
California
$491K – – –
GLA
516
Great Lakes Advisors
Illinois
$481K +$122K +343 +42%
CM
517
Columbus Macro
Pennsylvania
$478K -$26.3K -74 -6%
JFGLC
518
Johnson Financial Group LLC (Colorado)
Colorado
$473K +$136K +384 +51%
William Blair & Company
519
William Blair & Company
Illinois
$473K +$404K +1,136 New
HIS
520
Harvest Investment Services
Illinois
$465K +$355 +1 +0.1%
CIM
521
Cambria Investment Management
California
$463K – – –
HighTower Advisors
522
HighTower Advisors
Illinois
$462K +$72.8K +205 +23%
IWC
523
Integrated Wealth Concepts
Massachusetts
$459K +$392K +1,104 New
VWM
524
Venturi Wealth Management
Texas
$458K +$69.7K +196 +22%
BPA
525
Beacon Pointe Advisors
California
$448K +$29.1K +82 +8%