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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
326
Values First Advisors
Tennessee
$422K +$356K +1,221 +135%
Creative Planning
327
Creative Planning
Kansas
$421K +$60.1K +206 +11%
SFG
328
Synergy Financial Group
California
$415K +$18.7K +64 +3%
VIA
329
Vident Investment Advisory
Georgia
$412K -$11.7K -40 -2%
WAM
330
Weiss Asset Management
Massachusetts
$408K – – –
PAG
331
Private Advisor Group
New Jersey
$399K -$286K -979 -33%
SAM
332
Shell Asset Management
Netherlands
$392K -$13.7K -47 -2%
IC
333
IEQ Capital
California
$390K +$108K +370 +23%
ER
334
Enlightenment Research
Florida
$377K +$554K +1,900 New
WF
335
WoodTrust Financial
Wisconsin
$362K +$109K +375 +26%
TSWM
336
Tyler-Stone Wealth Management
Ohio
$356K – – –
SCA
337
Snowden Capital Advisors
New York
$350K +$169K +579 +49%
PFS
338
Prospera Financial Services
Texas
$345K -$235K -806 -32%
Jennison Associates
339
Jennison Associates
New York
$342K +$10.8K +37 +2%
SRAM
340
Spouting Rock Asset Management
Pennsylvania
$339K -$293K -1,005 -37%
Calamos Advisors
341
Calamos Advisors
Illinois
$336K -$907K -3,108 -65%
CAM
342
CenterStar Asset Management
Illinois
$332K – – –
RJFSA
343
Raymond James Financial Services Advisors
Florida
$331K -$160K -549 -25%
WG
344
Winton Group
United Kingdom
$329K +$484K +1,658 New
LNC
345
Lincoln National Corp
Pennsylvania
$324K +$222K +759 +87%
KeyBank National Association
346
KeyBank National Association
Ohio
$315K +$144K +494 +45%
GC
347
Guggenheim Capital
Illinois
$313K +$45.2K +155 +11%
VanEck Associates
348
VanEck Associates
New York
$312K +$458K +1,570 New
AWM
349
Avior Wealth Management
Nebraska
$310K +$93.4K +320 +26%
AC
350
Apogem Capital
New York
$309K -$18.4K -63 -4%