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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
676
World Investment Advisors
California
$306K +$305K +1,410 New
FWMM
677
Foundation Wealth Management (Missouri)
Missouri
$306K -$152K -705 -33%
VLKIM
678
Van Lanschot Kempen Investment Management
Netherlands
$306K -$1.04M -4,788 -77%
3IP
679
3Chopt Investment Partners
Virginia
$303K +$302K +1,397 New
AIA
680
Arrow Investment Advisors
Maryland
$296K -$107K -493 -27%
FIA
681
Foundations Investment Advisors
Arizona
$295K +$293K +1,357 New
SB
682
Simmons Bank
Arkansas
$294K – – –
BFAG
683
Blackston Financial Advisory Group
Florida
$294K -$69.8K -323 -19%
FFA
684
Founders Financial Alliance
North Carolina
$293K +$291K +1,348 New
JWCA
685
J.W. Cole Advisors
Florida
$290K +$66.4K +307 +30%
LWAM
686
Legacy Wealth Asset Management
Minnesota
$288K +$287K +1,328 New
EWA
687
EverSource Wealth Advisors
Alabama
$286K +$60.5K +280 +27%
HAG
688
HighPoint Advisor Group
Illinois
$286K +$88K +407 +41%
AFG
689
Atomi Financial Group
New York
$284K +$283K +1,310 New
SRL
690
Scientech Research LLC
New Jersey
$284K +$283K +1,308 New
KL
691
KWMG LLC
Kansas
$284K +$4.97K +23 +2%
SP
692
Sequent Planning
Nebraska
$282K -$1.51K -7 -0.5%
FG
693
Fiduciary Group
Georgia
$282K – – –
CAS
694
CTC Alternative Strategies
Illinois
$282K +$281K +1,300 New
SS
695
Sound Stewardship
Kansas
$278K -$33.3K -154 -11%
IB
696
Intrust Bank
Kansas
$277K +$3.46K +16 +1%
KFS
697
Keynote Financial Services
Connecticut
$277K – – –
PCM
698
Prospera Capital Management
Arizona
$276K +$275K +1,270 New
AFGAS
699
Allegiance Financial Group Advisory Services
Virginia
$276K +$274K +1,269 New
Hudson Bay Capital Management
700
Hudson Bay Capital Management
Connecticut
$275K +$273K +1,265 New