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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
76
Systematic Alpha Investments
New Jersey
$648K
SFA
77
Sequoia Financial Advisors
Ohio
$647K +$132K +5,318 +27%
SC
78
Syon Capital
California
$617K +$288K +11,606 +96%
DWM
79
Dynasty Wealth Management
Florida
$615K +$584K +23,542 New
SGA
80
Strategic Global Advisors
California
$607K -$153K -6,150 -21%
SGI
81
Summit Global Investments
Utah
$606K +$100K +4,030 +21%
PAW
82
Plan A Wealth
Nebraska
$599K +$46.6K +1,878 +9%
IRP
83
Investment Research Partners
Pennsylvania
$575K +$587K +23,656 New
AWA
84
Aaron Wealth Advisors
Illinois
$559K -$114K -4,587 -18%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$552K +$131K +5,270 +33%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$537K +$112K +4,525 +28%
CL
87
Choreo LLC
Illinois
$521K +$64.4K +2,595 +15%
SAI
88
Savvy Advisors Inc
New York
$512K +$43.3K +1,745 +10%
MML Investors Services
89
MML Investors Services
Massachusetts
$495K +$5.73K +231 +1%
Raymond James Financial
90
Raymond James Financial
Florida
$485K +$35.4K +1,429 +8%
AssetMark Inc
91
AssetMark Inc
California
$462K -$259K -10,454 -37%
PAS
92
Park Avenue Securities
New York
$458K -$3.79K -153 -0.9%
Lido Advisors
93
Lido Advisors
California
$449K +$107K +4,313 +33%
GIM
94
Glenmede Investment Management
Pennsylvania
$446K -$78K -3,146 -16%
AFG
95
Atomi Financial Group
New York
$441K +$37.6K +1,518 +10%
S
96
SignatureFD
Georgia
$438K
NW
97
Naviter Wealth
Arkansas
$425K +$38.7K +1,559 +11%
Franklin Resources
98
Franklin Resources
California
$422K +$11K +445 +3%
RCM
99
RNC Capital Management
California
$407K +$28.9K +1,165 +8%
VCM
100
Versant Capital Management
Arizona
$397K -$37.6K -1,516 -9%