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Name Holding Trade Value Shares
Change
Change in
Stake
VI
651
Versor Investments
New York
$530K +$371K +16,300 +181%
AAIS
652
ABN AMRO Investment Solutions
$529K +$53.6K +2,355 +10%
KJWM
653
Kiley Juergens Wealth Management
Washington
$528K -$7.3K -321 -1%
WS
654
Wedbush Securities
California
$528K +$74.3K +3,268 +15%
MEG
655
Millstone Evans Group
Colorado
$527K
OIA
656
OneDigital Investment Advisors
Kansas
$523K +$72.4K +3,183 +15%
PA
657
Profund Advisors
Maryland
$522K -$152K -6,687 -21%
FFM
658
Forum Financial Management
Illinois
$522K +$46.2K +2,032 +9%
BF
659
BOK Financial
Oklahoma
$522K +$432 +19 +0.1%
Capstone Investment Advisors
660
Capstone Investment Advisors
New York
$521K +$566K +24,879 New
NP
661
NorthRock Partners
Minnesota
$521K -$89.4K -3,931 -14%
PL
662
Perpetual Ltd
Australia
$518K -$5.55K -244 -1%
EAM
663
Erste Asset Management
Austria
$511K +$557K +24,469 New
CFO
664
Callan Family Office
Pennsylvania
$510K +$555K +24,379 New
WF
665
Welch & Forbes
Massachusetts
$510K -$4.69K -206 -0.8%
AAM
666
Auxier Asset Management
Oregon
$507K -$3.48K -153 -0.6%
SW
667
Simplicity Wealth
New Jersey
$507K +$551K +24,210 New
HKAM
668
Horizon Kinetics Asset Management
New York
$502K
TYCC
669
Texas Yale Capital Corp
Florida
$497K +$540K +23,750 New
PCM
670
Parsons Capital Management
Rhode Island
$497K -$78.3K -3,443 -13%
IAS
671
Insigneo Advisory Services
Florida
$493K +$171K +7,496 +47%
AWM
672
AE Wealth Management
Kansas
$490K +$172K +7,571 +48%
SPA
673
Sherbrooke Park Advisers
New York
$483K +$63.1K +2,772 +14%
FRA
674
Frank Rimerman Advisors
California
$482K +$102K +4,494 +24%
OIAM
675
OFI Invest Asset Management
France
$481K +$537K +23,630 +706%