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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$604K +$57.6K +2,803 +12%
AWA
77
Aaron Wealth Advisors
Illinois
$585K +$80.3K +3,913 +18%
SAI
78
Systematic Alpha Investments
New Jersey
$559K
LPL Financial
79
LPL Financial
California
$554K +$196K +9,522 +63%
VAS
80
Vestmark Advisory Solutions
Massachusetts
$537K +$489K +23,837 New
TI
81
Trexquant Investment
Connecticut
$518K +$53.6K +2,611 +13%
WTC
82
WhitTier Trust Company
Nevada
$507K -$14.7K -714 -3%
YIH
83
Y-Intercept (HK)
Hong Kong
$489K +$446K +21,735 New
PAW
84
Plan A Wealth
Nebraska
$474K +$432K +21,044 New
KCM
85
Kathmere Capital Management
Pennsylvania
$469K -$124K -6,048 -23%
GIM
86
Glenmede Investment Management
Pennsylvania
$455K +$415K +20,210 New
SFA
87
Sequoia Financial Advisors
Ohio
$438K -$21.7K -1,057 -5%
SGI
88
Summit Global Investments
Utah
$431K +$56.1K +2,734 +17%
MML Investors Services
89
MML Investors Services
Massachusetts
$422K -$6.39K -311 -2%
SAI
90
Savvy Advisors Inc
New York
$402K +$56.8K +2,764 +18%
PAS
91
Park Avenue Securities
New York
$398K +$363K +17,677 New
CL
92
Choreo LLC
Illinois
$391K +$26.2K +1,275 +8%
Raymond James Financial
93
Raymond James Financial
Florida
$386K +$9.38K +457 +3%
S
94
SignatureFD
Georgia
$377K -$28.9K -1,406 -8%
VCM
95
Versant Capital Management
Arizona
$377K +$19.2K +934 +6%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$361K -$260K -12,649 -44%
Neuberger Berman Group
97
Neuberger Berman Group
New York
$357K +$36K +1,752 +12%
Franklin Resources
98
Franklin Resources
California
$354K -$1.99K -97 -0.6%
FAFN
99
First Affirmative Financial Network
Colorado
$347K +$14K +684 +5%
AFG
100
Atomi Financial Group
New York
$346K -$10.1K -490 -3%