Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
451
Triangle Securities Wealth Management
North Carolina
$989K -$26K -98 -2%
IA
452
Inspire Advisors
Idaho
$985K +$25K +94 +2%
MFG
453
Merit Financial Group
Georgia
$985K -$79.1K -298 -7%
IIL
454
Insight Inv LLC
California
$982K -$10.6K -40 -1%
AAM
455
Advisors Asset Management
Colorado
$979K -$254K -956 -20%
AWMS
456
Advocacy Wealth Management Services
Georgia
$972K -$77.8K -293 -7%
ACA
457
Atlas Capital Advisors
Wyoming
$963K +$1.02M +3,840 New
NMERB
458
New Mexico Educational Retirement Board
New Mexico
$961K – – –
VIS
459
Vega Investment Solutions
France
$961K +$1.02M +3,830 New
DC
460
Davenport & Co
Virginia
$956K -$27.4K -103 -3%
CWP
461
Curated Wealth Partners
California
$951K -$47.3K -178 -4%
LAM
462
LOM Asset Management
$949K -$6.91K -26 -0.7%
SC
463
Savant Capital
Illinois
$949K +$40.9K +154 +4%
RCA
464
Resonant Capital Advisors
Wisconsin
$947K +$36.7K +138 +4%
DILIC
465
Dai-ichi Life Insurance Company
Japan
$940K – – –
CG
466
Caprock Group
Idaho
$935K -$8.23K -31 -0.8%
BAM
467
Boyar Asset Management
New York
$928K -$22.3K -84 -2%
AWM
468
Avior Wealth Management
Nebraska
$925K -$205K -773 -17%
WA
469
Waverly Advisors
Alabama
$923K +$111K +419 +13%
VIM
470
Vista Investment Management
Pennsylvania
$915K -$26.3K -99 -3%
IAM
471
Iridian Asset Management
Connecticut
$914K -$92.7K -349 -9%
Simplex Trading
472
Simplex Trading
Illinois
$914K +$190K +714 +24%
LWCFA
473
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$914K – – –
Assenagon Asset Management
474
Assenagon Asset Management
Luxembourg
$900K -$8.66M -32,625 -90%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$895K -$98K -369 -9%