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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Arkadios Wealth Advisors
Georgia
$723K -$254 -26 -0%
WCM
152
Wallace Capital Management
Texas
$722K -$42.1K -4,304 -5%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$686K +$417K +42,651 +146%
AIA
154
AIMZ Investment Advisors
California
$673K -$21.5K -2,200 -3%
FIM
155
Freedom Investment Management
Connecticut
$671K -$26.6K -2,717 -4%
PMSA
156
Patrick M. Sweeney & Associates
Illinois
$668K -$259K -26,500 -27%
LWAM
157
Legacy Wealth Asset Management
Minnesota
$651K -$39.4K -4,022 -6%
BTWM
158
Baker Tilly Wealth Management
Wisconsin
$643K +$79.1K +8,079 +14%
GC
159
Guggenheim Capital
Illinois
$643K +$659K +67,358 New
SC
160
Syon Capital
California
$640K -$45.3K -4,630 -6%
VA
161
Vident Advisory
Georgia
$640K +$327K +33,415 +99%
D.E. Shaw & Co
162
D.E. Shaw & Co
New York
$634K -$3.32M -339,059 -84%
QT
163
Quantbot Technologies
New York
$634K +$650K +66,443 New
AWM
164
Axxcess Wealth Management
California
$633K +$24.3K +2,479 +4%
NW
165
NewEdge Wealth
Pennsylvania
$620K -$25.5K -2,605 -4%
HWM
166
HB Wealth Management
Georgia
$614K +$134K +13,743 +27%
S
167
SimplyRich
California
$596K -$5.75K -588 -0.9%
VAS
168
Vestmark Advisory Solutions
Massachusetts
$595K +$212K +21,673 +53%
SIA
169
Schechter Investment Advisors
Michigan
$593K -$1.11K -113 -0.2%
P
170
&Partners
Tennessee
$588K +$94.1K +9,617 +18%
NA
171
NewEdge Advisors
Louisiana
$581K +$266K +27,163 +80%
RWM
172
Ritholtz Wealth Management
New York
$565K +$325K +33,249 +128%
VT
173
Vise Technologies
New York
$564K +$102K +10,468 +22%
CGL
174
Clarius Group LLC
Washington
$558K +$573K +58,527 New
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$548K -$52.6K -5,375 -9%