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Name Holding Trade Value Shares
Change
Change in
Stake
SW
451
SkyOak Wealth
Michigan
$493K – – –
IA
452
IndexIQ Advisors
New York
$493K +$42.2K +175 +10%
AAS
453
Avantax Advisory Services
Texas
$491K -$21.2K -88 -4%
TFCP
454
Twin Focus Capital Partners
Massachusetts
$489K +$483K +2,000 New
FIM
455
Freedom Investment Management
Connecticut
$481K -$15.9K -66 -3%
WAM
456
World Asset Management
Michigan
$480K -$11.8K -49 -2%
S
457
SignatureFD
Georgia
$460K -$12.1K -50 -3%
MYLI
458
Meiji Yasuda Life Insurance
Japan
$459K +$61.8K +256 +16%
IA
459
IFP Advisors
Florida
$457K +$270K +1,118 +147%
HI
460
Harbour Investments
Wisconsin
$445K -$16.2K -67 -4%
HIIFS
461
Harel Insurance Investments & Financial Services
Israel
$443K -$1.61M -6,688 -79%
Holocene Advisors
462
Holocene Advisors
New York
$432K +$426K +1,767 New
Los Angeles Capital Management
463
Los Angeles Capital Management
California
$428K +$139K +576 +49%
BCM
464
Brookstone Capital Management
Illinois
$427K +$47.3K +196 +13%
PWA
465
Providence Wealth Advisors
Illinois
$416K – – –
SLG
466
Stanley-Laman Group
Pennsylvania
$415K +$410K +1,697 New
BCA
467
Berman Capital Advisors
Georgia
$413K +$72.7K +301 +22%
SCA
468
Spearhead Capital Advisors
Florida
$411K +$45.9K +190 +13%
NIG
469
NFJ Investment Group
Texas
$411K +$405K +1,680 New
ET
470
Equitable Trust
Tennessee
$408K -$18.6K -77 -4%
SLT
471
St Louis Trust
Missouri
$401K – – –
BAM
472
Belpointe Asset Management
Nevada
$397K -$56.2K -233 -11%
AP
473
Appleton Partners
Massachusetts
$394K -$181K -750 -32%
AR
474
Advisory Research
Illinois
$394K +$388K +1,609 New
CCP
475
Corient Capital Partners
California
$391K +$16.9K +70 +5%