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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
451
Atomi Financial Group
New York
$437K -$11.1K -123 -3%
MWM
452
Moran Wealth Management
Florida
$430K +$131K +1,446 +48%
DWP
453
Daymark Wealth Partners
Ohio
$414K
MGIA
454
Moneta Group Investment Advisors
Missouri
$414K -$273K -3,011 -41%
SLAM
455
Swiss Life Asset Management
$410K -$857K -9,470 -69%
PS
456
Principal Securities
Iowa
$409K +$55.1K +608 +17%
UM
457
UniSuper Management
Australia
$407K +$190K +2,100 +100%
SW
458
SlateStone Wealth
Florida
$406K +$19K +210 +5%
Capstone Investment Advisors
459
Capstone Investment Advisors
New York
$405K +$378K +4,180 New
DA
460
Duality Advisers
Florida
$400K -$518K -5,716 -58%
SFG
461
Synergy Financial Group
California
$400K -$2.9K -32 -0.8%
PGFC
462
Peapack-Gladstone Financial Corp
New Jersey
$400K +$84.2K +930 +29%
MYAM
463
Meiji Yasuda Asset Management
Japan
$392K +$86K +950 +31%
MWM
464
Mission Wealth Management
California
$392K -$12.4K -137 -3%
CI Investments Inc
465
CI Investments Inc
Ontario, Canada
$387K -$133K -1,474 -27%
MMA
466
Miracle Mile Advisors
California
$386K +$2.63K +29 +0.7%
PCIA
467
Prime Capital Investment Advisors
Kansas
$383K +$68K +751 +23%
CMTU
468
Capital Markets Trading (UK)
United Kingdom
$377K +$353K +3,898 New
Assenagon Asset Management
469
Assenagon Asset Management
Luxembourg
$375K +$116K +1,281 +49%
PFS
470
Prospera Financial Services
Texas
$368K +$16.9K +187 +5%
WS
471
Wedbush Securities
California
$365K +$342K +3,772 New
NPT
472
National Philanthropic Trust
Pennsylvania
$364K
YCM
473
Yousif Capital Management
Michigan
$362K +$30.4K +336 +10%
ISWM
474
Independent Solutions Wealth Management
New York
$358K +$335K +3,702 New
MGP
475
Metis Global Partners
California
$358K +$543 +6 +0.2%