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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
351
Gladstone Institutional Advisory
Florida
$774K +$817K +21,603 New
SPIA
352
Steward Partners Investment Advisory
New York
$767K +$110K +2,918 +16%
SIA
353
Schechter Investment Advisors
Michigan
$762K +$90.2K +2,385 +13%
SIA
354
Strategic Investment Advisors
Michigan
$760K +$5.83K +154 +0.7%
CB
355
Commerce Bank
Missouri
$748K +$6.09K +161 +0.8%
DWM
356
Dakota Wealth Management
Florida
$742K +$384K +10,139 +96%
MIM
357
Marco Investment Management
Georgia
$738K -$22.7K -600 -3%
MYIA
358
Mount Yale Investment Advisors
Colorado
$695K +$2.42K +64 +0.3%
KAS
359
Kestra Advisory Services
Texas
$685K +$76.6K +2,025 +12%
FTDI
360
First Trust Direct Indexing
Massachusetts
$667K +$330K +8,726 +88%
VI
361
Vestcor Inc
New Brunswick, Canada
$658K +$8.62K +228 +1%
MML Investors Services
362
MML Investors Services
Massachusetts
$642K +$96K +2,537 +16%
Wealthfront Advisers
363
Wealthfront Advisers
California
$642K +$432K +11,427 +176%
UB
364
UMB Bank
Missouri
$641K -$1.66K -44 -0.2%
BL
365
Balentine LLC
Georgia
$632K +$125K +3,317 +23%
Verition Fund Management
366
Verition Fund Management
Connecticut
$630K -$1.32M -34,924 -67%
PVH
367
Psagot Value Holdings
Israel
$623K -$354K -9,350 -35%
CWA
368
Consilium Wealth Advisory
Texas
$619K +$16.5K +437 +3%
ASN
369
Advisory Services Network
Georgia
$615K -$4.96K -131 -0.8%
QCM
370
Quantinno Capital Management
New York
$603K +$82K +2,169 +15%
SRAM
371
Spouting Rock Asset Management
Pennsylvania
$598K +$632K +16,702 New
DCM
372
Dimension Capital Management
Florida
$597K -$846K -22,362 -57%
APP
373
Alpha Paradigm Partners
Illinois
$597K -$21.8K -575 -3%
TMAM
374
Tokio Marine Asset Management
Japan
$589K +$41.3K +1,092 +7%
Creative Planning
375
Creative Planning
Kansas
$586K +$346K +9,152 +127%