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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
426
Kestra Private Wealth Services
Texas
$860K +$765K +8,069 New
UCFA
427
United Capital Financial Advisors
Texas
$857K +$370K +3,899 +94%
CA
428
Clearstead Advisors
Ohio
$854K +$57.2K +603 +8%
WC
429
Westerkirk Capital
$852K +$759K +8,000 New
PA
430
Procyon Advisors
Connecticut
$839K +$6.26K +66 +0.8%
QCG
431
Quadrant Capital Group
Ohio
$831K +$355K +3,742 +92%
MAS
432
Meeder Advisory Services
Ohio
$829K +$467K +4,927 +173%
DAS
433
Diversify Advisory Services
Utah
$826K +$308K +3,249 +74%
TYCC
434
Texas Yale Capital Corp
Florida
$826K – – –
EF
435
Empirical Finance
Pennsylvania
$805K +$4.55K +48 +0.6%
TMAM
436
Tokio Marine Asset Management
Japan
$797K -$5.68M -59,903 -89%
AO
437
Advisor OS
Illinois
$793K +$21.4K +226 +3%
PAG
438
Private Advisor Group
New Jersey
$790K +$292K +3,080 +71%
MMEA
439
Main Management ETF Advisors
California
$781K +$11.4K +120 +2%
FIM
440
Fruth Investment Management
Texas
$761K – – –
PTC
441
Petrus Trust Company
Texas
$760K +$676K +7,129 New
CI Investments Inc
442
CI Investments Inc
Ontario, Canada
$757K +$16.8K +177 +3%
1IA
443
1620 Investment Advisors
Massachusetts
$755K +$28.1K +296 +4%
FC
444
FCA Corp
Texas
$746K – – –
C
445
Certuity
Florida
$724K +$645K +6,798 New
LAM
446
Lingohr Asset Management
Germany
$707K -$4.86M -51,235 -88%
SEM
447
Suncoast Equity Management
Florida
$706K +$24.7K +260 +4%
I
448
InceptionR
California
$704K -$204K -2,150 -25%
MA
449
MJP Associates
Connecticut
$700K +$48.9K +515 +9%
CWS
450
Confluence Wealth Services
Pennsylvania
$700K +$126K +1,325 +25%