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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
951
Csenge Advisory Group
Florida
$640K -$231K -11,171 -25%
GCA
952
Greenwood Capital Associates
South Carolina
$639K -$138K -6,641 -19%
BPWM
953
Badgley Phelps Wealth Managers
Washington
$635K +$8.14K +393 +1%
EWS
954
Evergreen Wealth Solutions
Pennsylvania
$631K -$32.4K -1,563 -5%
SEP
955
Southland Equity Partners
Missouri
$628K -$24.7K -1,193 -4%
CTA
956
Chesley Taft & Associates
Illinois
$628K
SWP
957
Sagespring Wealth Partners
Tennessee
$624K +$57K +2,753 +11%
TC
958
TFR Capital
Texas
$623K +$272K +13,136 +89%
4WM
959
44 Wealth Management
Oregon
$622K -$1.78K -86 -0.3%
BWM
960
Birchcreek Wealth Management
Ohio
$622K
CG
961
Corundum Group
Colorado
$618K +$24.5K +1,180 +4%
GAM
962
Gotham Asset Management
New York
$616K -$6.7M -323,539 -92%
AFT
963
Alpha Family Trust
California
$616K -$3.73K -180 -0.7%
AC
964
Avestar Capital
New York
$615K +$128K +6,197 +29%
RC
965
Rahlfs Capital
Texas
$614K -$25.9K -1,250 -4%
Qube Research & Technologies (QRT)
966
Qube Research & Technologies (QRT)
United Kingdom
$613K +$565K +27,284 New
WA
967
Waddell & Associates
Tennessee
$613K +$266K +12,847 +88%
Envestnet Portfolio Solutions
968
Envestnet Portfolio Solutions
Illinois
$613K -$705 -34 -0.1%
SCA
969
Stonebridge Capital Advisors
Minnesota
$613K -$40.6K -1,957 -7%
AssetMark Inc
970
AssetMark Inc
California
$613K +$383K +18,492 +209%
PA
971
PFG Advisors
Arizona
$612K +$48.9K +2,362 +9%
IAMOG
972
Investors Asset Management of Georgia
Georgia
$610K -$539 -26 -0.1%
DMBA
973
Deseret Mutual Benefit Administrators
Utah
$607K
BC
974
Barnett & Company
Tennessee
$607K +$197K +9,500 +54%
WCM
975
Wellington Capital Management
Maryland
$607K +$562K +27,116 New