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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
451
Kingswood Wealth Advisors
California
$893K +$145K +1,166 +19%
HW
452
Hancock Whitney
Mississippi
$888K +$897K +7,190 New
CIP
453
Capital Insight Partners
Arizona
$874K +$33.9K +272 +4%
SFM
454
Signet Financial Management
New Jersey
$870K -$9.6K -77 -1%
SAM
455
Smithbridge Asset Management
Pennsylvania
$866K +$403K +3,232 +86%
FC
456
FCA Corp
Texas
$865K -$125K -1,000 -13%
MMEA
457
Main Management ETF Advisors
California
$863K +$871K +6,984 New
PCM
458
Penserra Capital Management
California
$862K -$10.6M -85,089 -92%
1IA
459
1620 Investment Advisors
Massachusetts
$854K -$28.8K -231 -3%
BCI
460
Brinker Capital Investments
Pennsylvania
$831K +$587K +4,705 +232%
OPS
461
Orion Portfolio Solutions
Nebraska
$831K +$587K +4,705 +232%
NAM
462
NorthCrest Asset Manangement
Minnesota
$827K -$7.98K -64 -0.9%
SW
463
SteelPeak Wealth
California
$822K +$197K +1,576 +31%
CIM
464
CIM Investment Management
Pennsylvania
$815K -$24.9K -200 -3%
SAM
465
Strategy Asset Managers
California
$807K -$506K -4,059 -38%
NMIMC
466
Northwestern Mutual Investment Management Company
Wisconsin
$805K -$6.61K -53 -0.8%
TAM
467
Tocqueville Asset Management
New York
$797K +$105K +842 +15%
TMAM
468
Tokio Marine Asset Management
Japan
$796K +$16K +128 +2%
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$788K +$46.9K +376 +6%
CA
470
Clearstead Advisors
Ohio
$788K +$6.36K +51 +0.8%
SC
471
Savant Capital
Illinois
$787K -$1.58M -12,677 -67%
CG
472
CFO4Life Group
Texas
$775K -$64.6K -518 -8%
CC
473
Centiva Capital
New York
$769K -$722K -5,791 -48%
RWM
474
Ritholtz Wealth Management
New York
$766K +$180K +1,444 +30%
Empower Advisory Group
475
Empower Advisory Group
Colorado
$762K -$8.48K -68 -1%