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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
201
Lido Advisors
California
$818K +$3.73K +12 +0.6%
WJWM
202
Williams Jones Wealth Management
New York
$804K
X
203
Xponance
Pennsylvania
$797K +$41.3K +133 +7%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$790K
AIM
205
Aigen Investment Management
New York
$744K +$613K +1,975 New
CCS
206
Concentric Capital Strategies
Connecticut
$744K +$613K +1,974 New
AIP
207
Ameritas Investment Partners
Nebraska
$738K +$74.5K +240 +14%
II
208
Inspire Investing
Idaho
$677K -$86.3K -278 -13%
SFA
209
Sequoia Financial Advisors
Ohio
$647K +$10.6K +34 +2%
ECM
210
Everence Capital Management
Indiana
$588K
Ensign Peak Advisors
211
Ensign Peak Advisors
Utah
$582K -$31.1K -100 -6%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$581K +$18.3K +59 +4%
TRCT
213
Tower Research Capital (TRC)
New York
$576K +$188K +604 +65%
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$558K +$121K +390 +36%
SLAM
215
Swiss Life Asset Management
$555K +$32K +103 +8%
SPIA
216
Steward Partners Investment Advisory
New York
$542K +$32.3K +104 +8%
CL
217
Choreo LLC
Illinois
$527K +$28.9K +93 +7%
VF
218
Vista Finance
Missouri
$508K -$20.8K -67 -5%
TI
219
Tidal Investments
Wisconsin
$506K +$417K +1,342 New
IA
220
IFG Advisory
Georgia
$505K +$417K +1,341 New
Cerity Partners
221
Cerity Partners
New York
$504K +$67.1K +216 +19%
NG
222
Norden Group
Utah
$498K +$6.83K +22 +2%
RBC
223
Romano Brothers & Co
Illinois
$482K
JCIA
224
Jackson Creek Investment Advisors
Colorado
$481K +$476K +1,532 New
COI
225
Connable Office Inc
Michigan
$470K