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Name Holding Trade Value Shares
Change
Change in
Stake
GAA
351
Green Alpha Advisors
Colorado
$895K -$39.3K -740 -5%
HT
352
HAP Trading
New York
$888K +$219K +4,131 +37%
CB
353
Commerce Bank
Missouri
$888K -$10.3K -194 -1%
LNWWM
354
Laird Norton Wetherby Wealth Management
California
$880K +$50.3K +946 +7%
C
355
Covestor
United Kingdom
$863K +$757K +14,250 +2,234%
FFM
356
Forum Financial Management
Illinois
$861K +$159 +3 +0%
APP
357
Avantax Planning Partners
Iowa
$845K – – –
Focus Partners Wealth
358
Focus Partners Wealth
Massachusetts
$839K -$151K -2,846 -16%
FDP
359
Financiere des Professionnels
Quebec, Canada
$829K +$96.5K +1,817 +15%
OWA
360
One Wealth Advisors
California
$826K -$52.4K -987 -6%
MWPCG
361
Measured Wealth Private Client Group
New Hampshire
$822K -$78.3K -1,473 -9%
WWA
362
WCG Wealth Advisors
Nevada
$822K -$114K -2,148 -13%
ATPW
363
Ashton Thomas Private Wealth
Arizona
$815K +$478 +9 +0.1%
PPW
364
Parcion Private Wealth
Washington
$808K +$1.59K +30 +0.2%
SIC
365
Samalin Investment Counsel
New York
$808K -$100K -1,890 -12%
NICM
366
Neo Ivy Capital Management
New York
$803K +$736K +13,846 New
SCM
367
Shelton Capital Management
Colorado
$788K – – –
SAM
368
Steinberg Asset Management
New York
$786K -$703K -13,227 -49%
SCA
369
Snowden Capital Advisors
New York
$770K -$422K -7,942 -37%
AFG
370
Atomi Financial Group
New York
$768K +$26.4K +496 +4%
CAS
371
CTC Alternative Strategies
Illinois
$752K +$689K +12,971 New
AAM
372
Azzad Asset Management
Virginia
$750K +$687K +12,939 New
Rockefeller Capital Management
373
Rockefeller Capital Management
New York
$747K +$11.9K +224 +2%
TLFA
374
True Link Financial Advisors
California
$740K – – –
RCAG
375
Rehmann Capital Advisory Group
Michigan
$738K +$17.6K +332 +3%