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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$484K -$116K -3,394 -20%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$480K -$1.82K -53 -0.4%
AssetMark Inc
103
AssetMark Inc
California
$459K +$144K +4,193 +49%
QT
104
Quantamental Technologies
New York
$451K +$428K +12,461 New
EAM
105
Erste Asset Management
Austria
$442K – – –
EI
106
Ethic Inc
New York
$438K +$116K +3,379 +39%
DC
107
Davenport & Co
Virginia
$437K -$115K -3,347 -22%
ATC
108
Argent Trust Co
Tennessee
$434K +$10.6K +310 +3%
BCM
109
Bayesian Capital Management
New York
$433K +$411K +11,964 New
BAM
110
Blueshift Asset Management
New Jersey
$426K +$404K +11,776 New
PAS
111
Park Avenue Securities
New York
$403K +$961 +28 +0.3%
LFAS
112
Level Four Advisory Services
Texas
$399K +$379K +11,036 New
YCM
113
Yousif Capital Management
Michigan
$368K – – –
YMRC
114
Yorktown Management & Research Company
Virginia
$365K – – –
FTDI
115
First Trust Direct Indexing
Massachusetts
$364K +$107K +3,104 +45%
S
116
SignatureFD
Georgia
$345K -$5.87K -171 -2%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$344K +$1.99K +58 +0.6%
GT
118
Greenleaf Trust
Michigan
$339K -$23.7K -690 -7%
WA
119
Wealth Alliance
New York
$339K +$18.9K +552 +6%
KAS
120
Kestra Advisory Services
Texas
$334K +$6.69K +195 +2%
GA
121
Geller Advisors
New York
$330K – – –
SFA
122
Sequoia Financial Advisors
Ohio
$316K +$102K +2,985 +52%
AIM
123
Aigen Investment Management
New York
$294K +$279K +8,126 New
SGA
124
Strategic Global Advisors
California
$292K +$3.95K +115 +1%
Vanguard Personalized Indexing Management
125
Vanguard Personalized Indexing Management
California
$288K +$87.9K +2,562 +47%