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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
426
Independent Advisor Alliance
North Carolina
$688K +$86.2K +888 +11%
1WA
427
180 Wealth Advisors
Washington
$683K -$58.5K -603 -7%
BTWM
428
Baker Tilly Wealth Management
Wisconsin
$683K -$9.42K -97 -1%
AAS
429
Avantax Advisory Services
Texas
$682K +$150K +1,542 +22%
VAS
430
Vestmark Advisory Solutions
Massachusetts
$676K +$25.7K +265 +3%
GC
431
Guggenheim Capital
Illinois
$675K -$1.11M -11,425 -57%
JSL
432
JT Stratford LLC
Georgia
$675K +$65.2K +672 +9%
SMC
433
Smith, Moore & Co
Missouri
$671K -$9.71K -100 -1%
Truist Financial
434
Truist Financial
North Carolina
$664K -$208K -2,145 -20%
OPPTF
435
OPSEU Pension Plan Trust Fund
Ontario, Canada
$661K +$800K +8,240 New
CWMU
436
Caliber Wealth Management (Utah)
Utah
$658K +$802K +8,261 New
MA
437
MONECO Advisors
Connecticut
$655K -$2.33K -24 -0.3%
DGAM
438
Desjardins Global Asset Management
Quebec, Canada
$643K -$373K -3,843 -32%
NL
439
NWAM LLC
Washington
$621K -$75.7K -780 -9%
VWM
440
Venturi Wealth Management
Texas
$614K +$971 +10 +0.1%
TSWM
441
Tyler-Stone Wealth Management
Ohio
$593K +$16.7K +172 +2%
GIBU
442
Gulf International Bank (UK)
United Kingdom
$589K +$44.5K +458 +6%
SIGI
443
Susquehanna International Group (Ireland)
Ireland
$586K +$713K +7,348 New
CWM
444
Cordatus Wealth Management
Pennsylvania
$584K +$711K +7,326 New
PCM
445
Prelude Capital Management
New York
$559K +$681K +7,009 New
LCOV
446
London Company of Virginia
Virginia
$551K -$14.6K -150 -2%
MFG
447
Merit Financial Group
Georgia
$551K +$672K +6,919 New
AAS
448
Ameritas Advisory Services
Nebraska
$548K +$3.69K +38 +0.6%
Assenagon Asset Management
449
Assenagon Asset Management
Luxembourg
$547K -$68.3K -703 -9%
SJIA
450
St. James Investment Advisors
New York
$545K -$2.14M -22,025 -76%