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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
351
Convergence Investment Partners
Florida
$600K +$592K +13,374 New
USAA
352
United Services Automobile Association
Texas
$598K -$1.6M -36,146 -73%
RIA
353
Recurrent Investment Advisors
Texas
$596K
SB
354
Simmons Bank
Arkansas
$592K -$78.9K -1,781 -12%
DA
355
Duality Advisers
Florida
$589K +$581K +13,120 New
LW
356
Linscomb Wealth
Texas
$586K +$974 +22 +0.2%
JWM
357
JGP Wealth Management
Oregon
$582K -$3.06K -69 -0.6%
VAS
358
Vestmark Advisory Solutions
Massachusetts
$577K -$30.5K -688 -5%
RHBC
359
R.H. Bluestein & Co
Michigan
$577K -$22.1K -500 -4%
NFG
360
Next Financial Group
Texas
$558K +$547K +12,344 New
SPC
361
Sigma Planning Corp
Michigan
$553K +$13.5K +305 +3%
X
362
Xponance
Pennsylvania
$548K -$82.7K -1,867 -13%
AP
363
Advisor Partners
California
$546K +$2.97K +67 +0.6%
AWM
364
AE Wealth Management
Kansas
$544K +$10.9K +246 +2%
Dodge & Cox
365
Dodge & Cox
California
$541K
BS
366
Banco Santander
Spain
$529K -$56.2K -1,269 -10%
MAFM
367
Mid Atlantic Financial Management
Pennsylvania
$529K -$40.1K -905 -8%
CIBC World Market
368
CIBC World Market
Ontario, Canada
$527K +$520K +11,740 New
Wolverine Trading
369
Wolverine Trading
Illinois
$524K +$238K +5,362 +85%
DADC
370
D.A. Davidson & Co
Montana
$519K -$29.4K -664 -5%
OPS
371
Orion Portfolio Solutions
Nebraska
$519K -$709 -16 -0.1%
BAMF
372
BI Asset Management Fondsmaeglerselskab
Denmark
$511K
RA
373
RFG Advisory
Alabama
$509K +$1.82K +41 +0.4%
Los Angeles Capital Management
374
Los Angeles Capital Management
California
$508K +$501K +11,315 New
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$503K