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Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IndexIQ Advisors
New York
$825K -$23.8K -38 -3%
LWAC
502
Laurel Wealth Advisors (California)
California
$825K +$844K +1,346 New
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$823K -$27K -43 -3%
IRF
504
IBM Retirement Fund
New York
$819K -$580K -925 -41%
IWA
505
Intercontinental Wealth Advisors
Texas
$811K +$354K +565 +74%
Verition Fund Management
506
Verition Fund Management
Connecticut
$809K +$829K +1,321 New
TW
507
Transform Wealth
Colorado
$804K -$125K -199 -13%
PDN
508
Pensionfund DSM Netherlands
Netherlands
$796K
FTDI
509
First Trust Direct Indexing
Massachusetts
$796K +$277K +441 +51%
TI
510
Tidal Investments
Wisconsin
$795K +$110K +175 +16%
GC
511
Gilbert & Cook
Iowa
$789K +$104K +166 +15%
KPWS
512
Kestra Private Wealth Services
Texas
$786K +$518K +826 +181%
QC
513
Quadrature Capital
United Kingdom
$781K +$800K +1,276 New
SPC
514
Sigma Planning Corp
Michigan
$778K +$31.4K +50 +4%
MCIA
515
Mountain Capital Investment Advisors
Colorado
$776K +$140K +223 +19%
ORI
516
Oak Ridge Investments
Illinois
$769K +$787K +1,255 New
IEFM
517
IQ EQ Fund Management
Ireland
$766K -$362K -577 -32%
AWM
518
Apollon Wealth Management
South Carolina
$755K +$443K +707 +134%
PCS
519
Personal CFO Solutions
New Jersey
$741K +$12.5K +20 +2%
MFG
520
Menard Financial Group
Texas
$735K -$97.2K -155 -11%
WFC
521
Western Financial Corp
California
$735K +$147K +235 +24%
FRA
522
Frank Rimerman Advisors
California
$730K +$96.6K +154 +15%
AssetMark Inc
523
AssetMark Inc
California
$728K +$667K +1,063 +844%
VI
524
Vestcor Inc
New Brunswick, Canada
$717K -$599K -955 -45%
IFWM
525
Institute for Wealth Management
Colorado
$716K -$22.6K -36 -3%