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Name Holding Trade Value Shares
Change
Change in
Stake
Avantax Advisory Services
601
Avantax Advisory Services
Texas
$692K +$8.4K +36 +1%
SignatureFD
602
SignatureFD
Georgia
$669K +$36.2K +155 +6%
OWA
603
Outlook Wealth Advisors
Texas
$666K -$40.4K -173 -6%
AFM
604
Armstrong Fleming & Moore
District of Columbia
$656K – – –
P
605
Pitcairn
Pennsylvania
$656K +$34.6K +148 +6%
Allianz
606
Allianz
Germany
$644K +$595K +2,547 New
MCA
607
Magnolia Capital Advisors
Mississippi
$643K +$46.7K +200 +8%
Northeast Financial Consultants
608
Northeast Financial Consultants
Connecticut
$642K -$243K -1,040 -29%
Empowered Funds
609
Empowered Funds
Pennsylvania
$635K +$154K +658 +35%
PMG
610
ProVise Management Group
Florida
$633K +$43.4K +186 +8%
Horizon Investments
611
Horizon Investments
North Carolina
$630K -$1.4K -6 -0.2%
QI
612
Qtron Investments
Massachusetts
$626K – – –
Jasper Ridge Partners
613
Jasper Ridge Partners
California
$622K – – –
SP
614
Symmetry Partners
Connecticut
$618K +$46.9K +201 +9%
GLR
615
Great Lakes Retirement
Ohio
$605K +$19.6K +84 +4%
HB Wealth Management
616
HB Wealth Management
Georgia
$604K +$43.7K +187 +8%
Partners Capital Investment Group
617
Partners Capital Investment Group
Massachusetts
$600K -$679K -2,909 -55%
Waldron Private Wealth
618
Waldron Private Wealth
Pennsylvania
$593K +$2.1K +9 +0.4%
Vestmark Advisory Solutions
619
Vestmark Advisory Solutions
Massachusetts
$591K -$1.17K -5 -0.2%
Benjamin F. Edwards & Company
620
Benjamin F. Edwards & Company
Missouri
$590K +$28.7K +123 +6%
ZWJ Investment Counsel
621
ZWJ Investment Counsel
Georgia
$570K +$526K +2,254 New
Laird Norton Wetherby Wealth Management
622
Laird Norton Wetherby Wealth Management
California
$558K -$467 -2 -0.1%
IA
623
Inspire Advisors
Idaho
$556K +$54.4K +233 +12%
Schonfeld Strategic Advisors
624
Schonfeld Strategic Advisors
New York
$556K +$513K +2,198 New
TAM
625
Trust Asset Management
Texas
$555K – – –