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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
501
Greenwood Capital Associates
South Carolina
$968K +$917K +56,091 New
FGP
502
Foyston, Gordon, & Payne
Ontario, Canada
$957K -$6K -367 -0.7%
Vident Advisory
503
Vident Advisory
Georgia
$954K -$1.65M -100,869 -65%
Clearstead Advisors
504
Clearstead Advisors
Ohio
$950K +$28.9K +1,767 +3%
Summit Trail Advisors
505
Summit Trail Advisors
New York
$937K +$131K +8,011 +17%
BAM
506
Byrne Asset Management
New Jersey
$932K +$883K +54,004 New
Advisory Services Network
507
Advisory Services Network
Georgia
$927K -$150K -9,146 -15%
SIG Brokerage
508
SIG Brokerage
New York
$925K -$213K -13,023 -20%
HH
509
Hilltop Holdings
Texas
$925K -$172K -10,531 -16%
Farmers & Merchants Investments Inc
510
Farmers & Merchants Investments Inc
Nebraska
$923K -$274K -16,750 -24%
Farther Finance Advisors
511
Farther Finance Advisors
California
$922K +$141K +8,606 +19%
Diversify Advisory Services
512
Diversify Advisory Services
Utah
$908K +$90.3K +5,522 +12%
Kestra Private Wealth Services
513
Kestra Private Wealth Services
Texas
$906K +$13.3K +814 +2%
GAMMA Investing
514
GAMMA Investing
California
$905K +$480K +29,378 +127%
SAM
515
Securian Asset Management
Minnesota
$899K -$664K -40,585 -44%
MSA
516
MUFG Securities Americas
New York
$890K -$2.26K -138 -0.3%
AIA
517
AssuredPartners Investment Advisors
Florida
$865K +$820K +50,131 New
WI
518
Wahed Invest
New York
$863K -$20.7K -1,269 -2%
KRSITF
519
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$863K – – –
Private Advisor Group
520
Private Advisor Group
New Jersey
$858K -$48.3K -2,953 -6%
Coldstream Capital Management
521
Coldstream Capital Management
Washington
$857K +$397K +24,310 +96%
HB Wealth Management
522
HB Wealth Management
Georgia
$840K -$140K -8,581 -15%
Crestwood Advisors Group
523
Crestwood Advisors Group
Massachusetts
$834K -$14.4M -880,444 -95%
Savant Capital
524
Savant Capital
Illinois
$833K +$525K +32,141 +199%
YCM
525
Yakira Capital Management
Connecticut
$826K +$782K +47,857 New