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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
576
Independent Advisor Alliance
North Carolina
$418K -$49.5K -124 -12%
TAM
577
Trust Asset Management
Texas
$416K
FFM
578
Forum Financial Management
Illinois
$416K
TA
579
Tectonic Advisors
Texas
$414K
GM
580
GeoWealth Management
Illinois
$411K +$364K +911 New
FW
581
FirstPurpose Wealth
Utah
$411K +$9.99K +25 +3%
RFC
582
Regions Financial Corp
Alabama
$410K +$34.4K +86 +10%
AA
583
ALPS Advisors
Colorado
$408K -$22K -55 -6%
MG
584
MilWealth Group
Wisconsin
$400K -$58.7K -147 -14%
EFM
585
E Fund Management
China
$396K +$3.2K +8 +0.9%
SFI
586
Siemens Fonds Invest
Germany
$391K +$80.7K +202 +30%
AG
587
Ascent Group
Virginia
$391K -$3.2K -8 -0.9%
Lido Advisors
588
Lido Advisors
California
$388K -$7.59K -19 -2%
MA
589
MJP Associates
Connecticut
$375K +$53.1K +133 +19%
CI
590
Cigna Investments
Connecticut
$370K -$5.59K -14 -2%
RP
591
Riverwater Partners
Wisconsin
$369K
VFA
592
Valeo Financial Advisors
Indiana
$364K -$3.2K -8 -1%
AF
593
Allworth Financial
California
$364K +$8.79K +22 +3%
OWA
594
Opal Wealth Advisors
New York
$362K -$1.2K -3 -0.4%
DJSG
595
D.J. St. Germain
Massachusetts
$361K
GC
596
GFG Capital
Florida
$360K -$16.8K -42 -5%
SAM
597
Shell Asset Management
Netherlands
$359K +$114K +285 +56%
SC
598
Savant Capital
Illinois
$355K -$65.1K -163 -17%
TP
599
Tranquility Partners
Tennessee
$352K -$7.59K -19 -2%
KI
600
Kapitalo Investimentos
Brazil
$351K +$311K +778 New