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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
326
Daymark Wealth Partners
Ohio
$806K
SAM
327
Securian Asset Management
Minnesota
$804K
AWA
328
Arkadios Wealth Advisors
Georgia
$794K +$671K +4,661 New
KCM
329
KRS Capital Management
Michigan
$782K +$18K +125 +3%
BJL
330
Brighton Jones LLC
Washington
$768K +$389K +2,701 +150%
VIM
331
Vinva Investment Management
Australia
$760K +$166K +1,150 +66%
CMF
332
Counterpoint Mutual Funds
California
$752K +$635K +4,410 New
Capstone Investment Advisors
333
Capstone Investment Advisors
New York
$748K -$26.6M -184,971 -98%
NA
334
NewEdge Advisors
Louisiana
$736K -$13.3K -92 -2%
TRCT
335
Tower Research Capital (TRC)
New York
$727K +$150K +1,038 +32%
CIA
336
Concurrent Investment Advisors
Florida
$722K -$34.3K -238 -5%
QIM
337
Quantitative Investment Management
Virginia
$722K -$548K -3,805 -47%
WIS
338
Wright Investors Service
Connecticut
$713K +$603K +4,184 New
WEG
339
World Equity Group
Illinois
$706K +$597K +4,142 New
AI
340
Atria Investments
North Carolina
$703K +$84.8K +589 +17%
IWC
341
Integrated Wealth Concepts
Massachusetts
$686K +$580K +4,026 New
RC
342
Rithm Capital
New York
$682K
LA
343
Legacy Advisors
Pennsylvania
$644K -$96.1M -666,992 -86%
DWT
344
Dorsey & Whitney Trust
South Dakota
$643K -$2.74K -19 -0.5%
AAS
345
Avantax Advisory Services
Texas
$627K -$6.19K -43 -1%
SI
346
Stephens Inc
Arkansas
$625K +$189K +1,315 +56%
SACTSONJ
347
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$614K
FPAS
348
Focus Partners Advisor Solutions
Missouri
$604K +$118K +822 +30%
CM
349
Castleark Management
Illinois
$603K -$619K -4,300 -55%
TCM
350
Tributary Capital Management
Nebraska
$598K -$14.4K -100 -3%