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Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
451
ABN AMRO Investment Solutions
$624K +$99.4K +996 +18%
CA
452
Clearstead Advisors
Ohio
$612K -$18K -180 -3%
EC
453
EntryPoint Capital
New York
$610K +$647K +6,483 New
Vontobel Holding
454
Vontobel Holding
Switzerland
$600K -$293K -2,934 -32%
WWC
455
Waypoint Wealth Counsel
Georgia
$597K -$24.6K -247 -4%
AWA
456
Alta Wealth Advisors
Massachusetts
$597K – – –
FMI
457
Frec Markets Inc
California
$596K +$632K +6,334 New
EF
458
Empirical Finance
Pennsylvania
$590K -$1.5K -15 -0.2%
JTWM
459
Jackson Thornton Wealth Management
Alabama
$582K -$89.7K -899 -13%
DM
460
Delphi Management
Massachusetts
$581K -$998 -10 -0.2%
SCB
461
Saudi Central Bank
Saudi Arabia
$580K +$615K +6,160 New
VSQM
462
V-Square Quantitative Management
Illinois
$577K +$7.48K +75 +1%
EW
463
Expressive Wealth
Illinois
$575K +$574K +5,757 New
GIA
464
Gladstone Institutional Advisory
Florida
$573K +$25.3K +254 +4%
AAP
465
Arax Advisory Partners
Colorado
$568K +$557K +5,584 +1,320%
HWM
466
HB Wealth Management
Georgia
$564K -$9.38K -94 -2%
UCFA
467
United Capital Financial Advisors
Texas
$563K +$53.5K +536 +10%
DADC
468
D.A. Davidson & Co
Montana
$563K +$359K +3,594 +151%
CIM
469
CIM Investment Management
Pennsylvania
$558K -$2.79K -28 -0.5%
PAS
470
Park Avenue Securities
New York
$549K +$169K +1,696 +41%
GLA
471
Great Lakes Advisors
Illinois
$547K +$152K +1,523 +35%
SPIA
472
Steward Partners Investment Advisory
New York
$547K +$82.9K +831 +17%
Cambridge Investment Research Advisors
473
Cambridge Investment Research Advisors
Iowa
$545K -$307K -3,074 -35%
MYAM
474
Meiji Yasuda Asset Management
Japan
$537K +$7.98K +80 +1%
CIA
475
Caerus Investment Advisors
Texas
$536K -$332K -3,332 -37%