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Name Holding Trade Value Shares
Change
Change in
Stake
GM
726
GeoWealth Management
Illinois
$580K -$79K -453 -12%
LCM
727
LVM Capital Management
Michigan
$575K -$87.1K -500 -13%
PA
728
Parallel Advisors
California
$570K +$41.7K +239 +8%
GXJ
729
Global X Japan
Japan
$564K -$155K -890 -21%
JIR
730
James Investment Research
Ohio
$563K -$110K -634 -16%
SAI
731
Systematic Alpha Investments
New Jersey
$561K – – –
SFI
732
Siemens Fonds Invest
Germany
$561K +$13.2K +76 +2%
PG
733
Proffitt & Goodson
Tennessee
$558K +$349 +2 +0.1%
KWM
734
Kingsview Wealth Management
Oregon
$558K -$871 -5 -0.2%
UFF
735
USA Financial Formulas
Michigan
$555K +$426K +2,447 +292%
BBI
736
Baxter Bros Inc
Connecticut
$555K +$270K +1,549 +89%
MCM
737
Manchester Capital Management
Vermont
$553K -$6.8K -39 -1%
GWMR
738
GC Wealth Management RIA
Massachusetts
$549K -$104K -596 -16%
MM
739
MQS Management
New York
$548K +$565K +3,243 New
WG
740
Wealth Group
North Carolina
$546K – – –
PWA
741
Pitcairn Wealth Advisors
Pennsylvania
$537K – – –
CBT
742
CoreFirst Bank & Trust
Kansas
$535K -$3.49K -20 -0.6%
Envestnet Portfolio Solutions
743
Envestnet Portfolio Solutions
Illinois
$535K -$104K -598 -16%
GSWM
744
Golden State Wealth Management
California
$533K +$21.3K +122 +4%
SFG
745
Seamount Financial Group
Colorado
$530K – – –
ONSWM
746
Old North State Wealth Management
North Carolina
$530K -$10.3K -59 -2%
GIA
747
Gladstone Institutional Advisory
Florida
$528K -$21.8K -125 -4%
MWM
748
Modern Wealth Management
Kansas
$524K +$7.15K +41 +1%
PPWP
749
Premier Path Wealth Partners
New Jersey
$523K -$990K -5,682 -65%
CICI
750
Capital Investment Counsel Inc
North Carolina
$517K – – –