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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
451
Mirabella Financial Services
United Kingdom
$239K +$225K +2,205 New
WAM
452
Wilsey Asset Management
California
$238K -$10.2K -100 -4%
APC
453
Asset Planning Corporation
Tennessee
$237K -$171K -1,676 -43%
TCA
454
Transcend Capital Advisors
New Jersey
$236K -$1.02K -10 -0.5%
Marshall Wace
455
Marshall Wace
United Kingdom
$234K -$14.7M -144,002 -99%
BTWM
456
Baker Tilly Wealth Management
Wisconsin
$231K +$218K +2,135 New
WSTAM
457
Wilbanks Smith & Thomas Asset Management
Virginia
$231K +$218K +2,135 New
MOS
458
MGO One Seven
Ohio
$231K -$140K -1,373 -39%
AAIS
459
ABN AMRO Investment Solutions
$229K -$77.5K -761 -26%
LFG
460
Larson Financial Group
Missouri
$224K
TW
461
TrinityPoint Wealth
Connecticut
$222K +$209K +2,048 New
SFA
462
Sequoia Financial Advisors
Ohio
$219K +$206K +2,021 New
HI
463
Horizon Investments
North Carolina
$218K -$306 -3 -0.1%
SG
464
StoneX Group
New York
$217K +$204K +2,004 New
RWI
465
Red Wave Investments
Pennsylvania
$217K +$204K +2,001 New
UCFA
466
United Capital Financial Advisors
Texas
$215K +$203K +1,988 New
MCM
467
MAI Capital Management
Ohio
$214K +$202K +1,979 New
FBT
468
First Bankers Trust
Kentucky
$213K +$201K +1,968 New
FCAS
469
First Command Advisory Services
Texas
$212K -$30.6K -300 -13%
FSA
470
Financial Security Advisor
Virginia
$212K +$199K +1,958 New
PA
471
Profund Advisors
Maryland
$212K +$199K +1,955 New
NIM
472
NEOS Investment Management
Connecticut
$211K +$199K +1,952 New
WANY
473
Wealthspire Advisors (New York)
New York
$208K +$196K +1,924 New
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$206K +$44.2K +434 +30%
AIM
475
Alhambra Investment Management
Florida
$206K +$194K +1,900 New