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Name Holding Trade Value Shares
Change
Change in
Stake
MFAM
501
Motley Fool Asset Management
Virginia
$355K +$30.4K +4 +9%
CGL
502
Clarius Group LLC
Washington
$355K +$373K +49 New
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$348K +$45.6K +6 +13%
QRG Capital Management
504
QRG Capital Management
Illinois
$348K -$106K -14 -23%
PWAM
505
Private Wealth Asset Management
Iowa
$348K +$365K +48 New
PCP
506
Proficio Capital Partners
Massachusetts
$340K -$15.2K -2 -4%
Centiva Capital
507
Centiva Capital
New York
$340K +$357K +47 New
Principal Securities
508
Principal Securities
Iowa
$327K – – –
AW
509
Affinity Wealth
Ohio
$326K – – –
WIM
510
WealthPlan Investment Management
Nebraska
$326K +$76.1K +10 +29%
Greenleaf Trust
511
Greenleaf Trust
Michigan
$319K – – –
FHA
512
Flagship Harbor Advisors
Massachusetts
$319K -$22.8K -3 -6%
UWS
513
Unique Wealth Strategies
Illinois
$313K +$327K +43 New
KCM
514
Kathmere Capital Management
Pennsylvania
$312K -$7.61K -1 -2%
MIM
515
Macroview Investment Management
Maryland
$312K – – –
Exchange Traded Concepts
516
Exchange Traded Concepts
Oklahoma
$312K +$53.2K +7 +19%
MPM
517
MBB Public Markets
Illinois
$312K +$327K +43 New
Burney Company
518
Burney Company
Virginia
$304K -$83.7K -11 -21%
SEA
519
Stegent Equity Advisors
Texas
$304K +$68.4K +9 +27%
NEOS Investment Management
520
NEOS Investment Management
Connecticut
$297K – – –
Parallel Advisors
521
Parallel Advisors
California
$290K -$7.61K -1 -2%
Horizon Investments
522
Horizon Investments
North Carolina
$290K – – –
RWA Wealth Partners
523
RWA Wealth Partners
Massachusetts
$290K – – –
BC
524
Bayforest Capital
United Kingdom
$283K +$297K +39 New
Ossiam
525
Ossiam
France
$275K -$373K -49 -56%