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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$1.05M +$172K +5,417 +19%
AWA
77
Aaron Wealth Advisors
Illinois
$1.02M +$332K +10,465 +44%
SGA
78
Strategic Global Advisors
California
$985K +$211K +6,635 +25%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$983K +$344K +10,848 +49%
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$976K +$32 +1 +0%
Creative Planning
81
Creative Planning
Kansas
$973K +$29.8K +938 +3%
CG
82
Caprock Group
Idaho
$967K +$135K +4,264 +15%
State Street
83
State Street
Massachusetts
$964K
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$925K +$979K +30,840 New
Allspring Global Investments
85
Allspring Global Investments
North Carolina
$906K +$51.7K +1,629 +6%
KCM
86
Kathmere Capital Management
Pennsylvania
$891K +$107K +3,386 +13%
PAS
87
Park Avenue Securities
New York
$865K +$331K +10,442 +57%
SC
88
Syon Capital
California
$857K -$38.3K -1,206 -4%
FWCM
89
Ferguson Wellman Capital Management
Oregon
$839K +$887K +27,960 New
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$828K +$410K +12,931 +88%
Stifel Financial
91
Stifel Financial
Missouri
$819K +$866K +27,303 New
DWM
92
Dynasty Wealth Management
Florida
$804K +$2.1K +66 +0.2%
XT
93
XTX Topco
Cayman Islands
$798K +$844K +26,595 New
AI
94
Atria Investments
North Carolina
$780K +$593K +18,677 +254%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$780K +$601K +18,936 +268%
SFA
96
Sequoia Financial Advisors
Ohio
$779K +$20.9K +657 +3%
CL
97
Choreo LLC
Illinois
$775K +$38.3K +1,206 +5%
PAW
98
Plan A Wealth
Nebraska
$756K +$28K +882 +4%
TAFW
99
Tred Avon Family Wealth
Maryland
$755K -$118K -3,720 -13%
IRP
100
Investment Research Partners
Pennsylvania
$744K +$38.6K +1,216 +5%