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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
501
Teza Capital Management
Illinois
$1.38M +$1M +1,846 +354%
OIA
502
OneDigital Investment Advisors
Kansas
$1.37M -$367K -677 -22%
WWS
503
Wellington Wealth Strategies
Indiana
$1.36M +$1.29M +2,384 New
KRSITF
504
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.36M -$123K -226 -9%
SFA
505
Sequoia Financial Advisors
Ohio
$1.35M +$164K +302 +15%
FTDI
506
First Trust Direct Indexing
Massachusetts
$1.33M +$402K +741 +48%
EWA
507
EP Wealth Advisors
California
$1.32M +$949K +1,750 +342%
VAS
508
Vestmark Advisory Solutions
Massachusetts
$1.32M +$381K +703 +45%
BSI
509
Bennett Selby Investments
Maine
$1.32M -$5.42K -10 -0.4%
AI
510
AXS Investments
New York
$1.31M -$103K -190 -8%
PMG
511
ProVise Management Group
Florida
$1.3M
DWM
512
Diversify Wealth Management
Utah
$1.29M +$359K +662 +44%
CIAS
513
Capital Investment Advisory Services
North Carolina
$1.29M +$83K +153 +7%
Luther King Capital Management (LKCM)
514
Luther King Capital Management (LKCM)
Texas
$1.28M
DC
515
Dantai Capital
Hong Kong
$1.27M
CG
516
Caprock Group
Idaho
$1.26M -$83K -153 -7%
AO
517
Advisor OS
Illinois
$1.25M -$146K -269 -11%
FDCDDQ
518
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24M -$127K -234 -10%
AIM
519
Aigen Investment Management
New York
$1.22M +$1.14M +2,097 New
GAM
520
Groupama Asset Management
France
$1.19M -$1.2M -2,209 -46%
XT
521
XTX Topco
Cayman Islands
$1.18M -$190K -350 -15%
BFG
522
Bleakley Financial Group
New Jersey
$1.18M -$70.5K -130 -6%
AAS
523
Avantax Advisory Services
Texas
$1.18M +$77K +142 +8%
IA
524
IFP Advisors
Florida
$1.16M +$863K +1,591 +403%
KeyBank National Association
525
KeyBank National Association
Ohio
$1.15M -$21.7K -40 -2%