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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
401
Shine Investment Advisory Services
Colorado
$44K
CIA
402
CSat Investment Advisory
Michigan
$43K +$5.3K +46 +14%
QCG
403
Quadrant Capital Group
Ohio
$33K +$5.3K +46 +18%
TL
404
TrueWealth LLC
Georgia
$31K
TWA
405
TCI Wealth Advisors
Arizona
$30K +$29.7K +258 +5,160%
EWM
406
Edge Wealth Management
New York
$29K
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$28K -$22.1K -192 -44%
FWM
408
Focused Wealth Management
New York
$28K
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$27K +$2.88K +25 +12%
MAM
410
Meeder Asset Management
Ohio
$24K +$9.56K +83 +67%
OPS
411
Orion Portfolio Solutions
Nebraska
$24K +$23.7K +206 New
LC
412
Lindbrook Capital
California
$23K -$11.5K -100 -33%
AIM
413
AIA Investment Management
Singapore
$23K -$10.2K -89 -31%
CB
414
Community Bank
New York
$23K +$23K +200 New
CTC
415
Central Trust Company
Missouri
$20K
GWMIA
416
Global Wealth Management Investment Advisory
Florida
$17K
AWA
417
Arkadios Wealth Advisors
Georgia
$14.9K +$12.7K +110 New
NSIM
418
North Star Investment Management
Illinois
$14K
PCM
419
Penserra Capital Management
California
$13K +$12.1K +105 New
AW
420
Alpha Windward
Massachusetts
$13K +$13.2K +115 New
GI
421
Gradient Investments
Minnesota
$12K -$5.76K -50 -33%
JCM
422
Jacobi Capital Management
Pennsylvania
$12K
VRM
423
Vectors Research Management
New York
$12K
AWM
424
Avior Wealth Management
Nebraska
$12K +$3.45K +30 +38%
TPWA
425
TRUE Private Wealth Advisors
Oregon
$11K +$11.5K +100 New