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Name Holding Trade Value Shares
Change
Change in
Stake
SWS
626
SYSTM Wealth Solutions
Illinois
$210K +$210K +452 New
PCS
627
Personal CFO Solutions
New Jersey
$209K -$14.4K -31 -6%
MLA
628
My Legacy Advisors
Oregon
$209K +$171K +368 New
VFA
629
Valeo Financial Advisors
Indiana
$208K +$208K +448 New
PFS
630
Prospera Financial Services
Texas
$207K -$54.9K -118 -21%
WANY
631
Wealthspire Advisors (New York)
New York
$207K +$207K +444 New
CS
632
Comerica Securities
Michigan
$207K -$23.3K -50 -10%
KCM
633
Kathmere Capital Management
Pennsylvania
$205K +$205K +440 New
CAL
634
Capital Advisors Ltd
Ohio
$203K -$1.4K -3 -0.7%
SI
635
Stephens Inc
Arkansas
$202K -$56.8K -122 -22%
ONB
636
Old National Bancorp
Indiana
$200K +$201K +431 New
ST
637
Smithfield Trust
Pennsylvania
$194K -$1.86K -4 -1%
Pacer Advisors
638
Pacer Advisors
Pennsylvania
$193K -$9.66M -20,765 -98%
EWA
639
EverSource Wealth Advisors
Alabama
$191K -$45.6K -98 -19%
PCM
640
Penserra Capital Management
California
$190K +$9.77K +21 +5%
TWC
641
TD Waterhouse Canada
Ontario, Canada
$179K -$6.51K -14 -4%
AIM
642
Anchor Investment Management
South Carolina
$171K
Northwestern Mutual Wealth Management
643
Northwestern Mutual Wealth Management
Wisconsin
$166K +$5.58K +12 +3%
GRP
644
Global Retirement Partners
California
$166K -$10.7K -23 -6%
MAM
645
Magellan Asset Management
Australia
$165K -$174K -373 -51%
IA
646
IFP Advisors
Florida
$163K +$26.5K +57 +7%
Dimensional Fund Advisors
647
Dimensional Fund Advisors
Texas
$142K +$2.66M +5,713 +2%
BAM
648
Belpointe Asset Management
Nevada
$135K +$7.45K +16 +6%
JAM
649
JCIC Asset Management
Ontario, Canada
$130K
SWM
650
Spire Wealth Management
Virginia
$128K +$9.77K +21 +8%