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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
651
Profund Advisors
Maryland
$1.71M -$83.1K -820 -5%
RDWM
652
Red Door Wealth Management
Tennessee
$1.7M +$283K +2,795 +22%
IAA
653
Independent Advisor Alliance
North Carolina
$1.7M +$160K +1,580 +11%
LA
654
Legacy Advisors
Pennsylvania
$1.69M – – –
BCA
655
Berman Capital Advisors
Georgia
$1.69M +$206K +2,035 +15%
RBFC
656
Roman Butler Fullerton & Co
Missouri
$1.68M -$49.2K -485 -3%
SW
657
SkyOak Wealth
Michigan
$1.68M -$59.3K -585 -4%
V
658
Veritable
Delaware
$1.67M +$47.6K +470 +3%
MIFH
659
Migdal Insurance & Financial Holdings
Israel
$1.66M +$187K +1,845 +14%
AAP
660
Ardsley Advisory Partners
Connecticut
$1.65M -$253K -2,500 -14%
ACM
661
Axel Capital Management
New York
$1.65M – – –
PM
662
Precept Management
Texas
$1.65M +$862K +8,500 +131%
FFN
663
Focus Financial Network
Minnesota
$1.64M +$37.5K +370 +3%
VFA
664
Voya Financial Advisors
Connecticut
$1.64M -$4.01M -39,580 -73%
MC
665
Maverick Capital
Texas
$1.64M +$1.51M +14,890 New
DWA
666
Douglass Winthrop Advisors
New York
$1.62M +$101K +1,000 +7%
FTDI
667
First Trust Direct Indexing
Massachusetts
$1.62M +$431K +4,255 +41%
AO
668
Advisor OS
Illinois
$1.62M +$344K +3,390 +30%
NW
669
NewEdge Wealth
Pennsylvania
$1.6M +$10.6K +105 +0.7%
CAM
670
Cozad Asset Management
Illinois
$1.59M -$495K -4,880 -25%
SWP
671
Stratos Wealth Partners
Ohio
$1.59M +$668K +6,585 +83%
SWMG
672
Signature Wealth Management Group
Georgia
$1.58M +$89.7K +885 +7%
MCIA
673
Mountain Capital Investment Advisors
Colorado
$1.58M -$196K -1,930 -12%
PA
674
Paragon Advisors
Texas
$1.57M +$57.8K +570 +4%
SCA
675
Snowden Capital Advisors
New York
$1.57M +$58.3K +575 +4%
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