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Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Profund Advisors
Maryland
$841K +$63.3K +101 +8%
CAG
502
Csenge Advisory Group
Florida
$827K -$73.4K -117 -7%
DF
503
Donoghue Forlines
Massachusetts
$826K +$432K +689 +105%
IA
504
IndexIQ Advisors
New York
$825K -$23.8K -38 -3%
LWAC
505
Laurel Wealth Advisors (California)
California
$825K +$844K +1,346 New
LNWWM
506
Laird Norton Wetherby Wealth Management
California
$823K -$27K -43 -3%
IRF
507
IBM Retirement Fund
New York
$819K -$580K -925 -41%
IWA
508
Intercontinental Wealth Advisors
Texas
$811K +$354K +565 +74%
Verition Fund Management
509
Verition Fund Management
Connecticut
$809K +$829K +1,321 New
TW
510
Transform Wealth
Colorado
$804K -$125K -199 -13%
PDN
511
Pensionfund DSM Netherlands
Netherlands
$796K – – –
FTDI
512
First Trust Direct Indexing
Massachusetts
$796K +$277K +441 +51%
TI
513
Tidal Investments
Wisconsin
$795K +$110K +175 +16%
GC
514
Gilbert & Cook
Iowa
$789K +$104K +166 +15%
KPWS
515
Kestra Private Wealth Services
Texas
$786K +$518K +826 +181%
QC
516
Quadrature Capital
United Kingdom
$781K +$800K +1,276 New
SPC
517
Sigma Planning Corp
Michigan
$778K +$31.4K +50 +4%
MCIA
518
Mountain Capital Investment Advisors
Colorado
$776K +$140K +223 +19%
ORI
519
Oak Ridge Investments
Illinois
$769K +$787K +1,255 New
IEFM
520
IQ EQ Fund Management
Ireland
$766K -$362K -577 -32%
AWM
521
Apollon Wealth Management
South Carolina
$755K +$443K +707 +134%
PCS
522
Personal CFO Solutions
New Jersey
$741K +$12.5K +20 +2%
MFG
523
Menard Financial Group
Texas
$735K -$97.2K -155 -11%
WFC
524
Western Financial Corp
California
$735K +$147K +235 +24%
FRA
525
Frank Rimerman Advisors
California
$730K +$96.6K +154 +15%