Name Holding Trade Value Shares
Change
Change in
Stake
V
626
Veritable
Delaware
$453K -$152K -755 -27%
RCG
627
Regatta Capital Group
California
$451K +$5.62K +28 +1%
KCM
628
KRS Capital Management
Michigan
$447K – – –
SAM
629
Simplify Asset Management
Nevada
$445K -$1.21M -6,043 -75%
SFA
630
Sequoia Financial Advisors
Ohio
$442K +$74.9K +373 +23%
AA
631
ALPS Advisors
Colorado
$439K +$393K +1,955 New
TSS
632
Two Sigma Securities
New York
$435K +$158K +787 +69%
PWP
633
Principle Wealth Partners
Connecticut
$432K – – –
9WM
634
9258 Wealth Management
Ohio
$424K +$63K +314 +20%
QCM
635
Quantinno Capital Management
New York
$424K +$379K +1,888 New
LFAS
636
Level Four Advisory Services
Texas
$418K -$51.8K -258 -12%
CGL
637
Clarius Group LLC
Washington
$413K +$37.3K +186 +11%
ECG
638
Edge Capital Group
Georgia
$405K -$9.64K -48 -3%
VAS
639
Vestmark Advisory Solutions
Massachusetts
$405K +$35.5K +177 +11%
VFA
640
Valeo Financial Advisors
Indiana
$403K -$47.4K -236 -12%
AAS
641
Avantax Advisory Services
Texas
$401K +$36.3K +181 +11%
EST
642
EA Series Trust
Pennsylvania
$401K +$358K +1,782 New
EF
643
Empowered Funds
Pennsylvania
$401K +$358K +1,782 New
EAMA
644
EFG Asset Management (Americas)
Florida
$390K -$37.9K -189 -10%
ECI
645
EFG Capital International
Florida
$390K +$348K +1,735 New
LJAC
646
L.J. Altfest & Co
New York
$388K -$5.62K -28 -2%
PMG
647
ProVise Management Group
Florida
$378K -$14.5K -72 -4%
ATPW
648
Ashton Thomas Private Wealth
Arizona
$373K +$61.4K +306 +23%
OL
649
Optas LLC
Texas
$368K +$15.7K +78 +5%
MFG
650
MidWestOne Financial Group
Iowa
$367K +$28.9K +144 +10%