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Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
601
B.O.S.S. Retirement Advisors
Utah
$809K -$55.3K -100 -7%
NA
602
Navellier & Associates
Nevada
$807K -$6.64K -12 -0.9%
WPC
603
Wedmont Private Capital
Pennsylvania
$797K -$26K -47 -3%
AFG
604
Atomi Financial Group
New York
$794K +$104K +187 +16%
MLL
605
Moody Lynn & Lieberson
Massachusetts
$793K – – –
MWM
606
Mission Wealth Management
California
$790K -$2.21K -4 -0.3%
SFM
607
Signet Financial Management
New Jersey
$786K +$16.6K +30 +2%
CAM
608
Cypress Asset Management
Texas
$768K +$17.7K +32 +2%
DZ Bank
609
DZ Bank
Germany
$757K -$38.7K -70 -5%
SAM
610
Shell Asset Management
Netherlands
$752K -$16.1K -29 -2%
RCA
611
Roberts Capital Advisors
Colorado
$746K – – –
QPBE
612
Quintet Private Bank (Europe)
Luxembourg
$741K – – –
Kovitz Investment Group Partners
613
Kovitz Investment Group Partners
Illinois
$738K -$97.4K -176 -12%
CPCPP
614
Canada Post Corporation Pension Plan
Canada
$737K -$33.2K -60 -4%
GCP
615
GSA Capital Partners
United Kingdom
$736K +$12.2K +22 +2%
OWCM
616
One Wealth Capital Management
Arizona
$735K +$2.77K +5 +0.4%
Balyasny Asset Management
617
Balyasny Asset Management
Illinois
$730K -$81.2M -146,759 -99%
S
618
SignatureFD
Georgia
$718K -$9.41K -17 -1%
HAG
619
HighPoint Advisor Group
Illinois
$709K -$21.6K -39 -3%
AAS
620
Avantax Advisory Services
Texas
$705K -$480K -868 -42%
Envestnet Portfolio Solutions
621
Envestnet Portfolio Solutions
Illinois
$698K -$446K -805 -40%
GL
622
Graypoint LLC
New York
$694K +$29.9K +54 +5%
DAS
623
Diversify Advisory Services
Utah
$692K +$63.7K +115 +10%
EAM
624
Empirical Asset Management
Massachusetts
$692K +$135K +244 +26%
William Blair & Company
625
William Blair & Company
Illinois
$687K +$109K +197 +20%