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Name Holding Trade Value Shares
Change
Change in
Stake
WP
326
Woodline Partners
California
$869K -$578K -2,742 -41%
Focus Partners Wealth
327
Focus Partners Wealth
Massachusetts
$861K +$572K +2,712 +221%
BPA
328
Beacon Pointe Advisors
California
$844K +$240K +1,140 +42%
PCS
329
Personal CFO Solutions
New Jersey
$841K +$34.6K +164 +4%
Voloridge Investment Management
330
Voloridge Investment Management
Florida
$841K -$26.1M -123,800 -97%
LWAM
331
Legacy Wealth Asset Management
Minnesota
$839K +$176K +833 +28%
AWM
332
Absher Wealth Management
North Carolina
$830K +$389K +1,843 +94%
FCM
333
Fourpath Capital Management
Oklahoma
$830K +$14.6K +69 +2%
KAS
334
KPP Advisory Services
Kentucky
$828K +$198K +938 +33%
MSU
335
Mizuho Securities USA
New York
$824K -$177K -838 -18%
TRSOTSOK
336
Teachers Retirement System of the State of Kentucky
Kentucky
$823K
BCP
337
Blackhawk Capital Partners
Wisconsin
$819K -$24.5K -116 -3%
Jones Financial Companies
338
Jones Financial Companies
Missouri
$810K +$142K +673 +22%
PWS
339
Peterson Wealth Services
Utah
$785K +$758K +3,592 New
TPI
340
Trust Point Inc
Wisconsin
$771K -$74.9K -355 -9%
Aberdeen Group
341
Aberdeen Group
United Kingdom
$765K -$1.05K -5 -0.1%
EW
342
Evoke Wealth
California
$765K -$4.43K -21 -0.6%
SFG
343
Synergy Financial Group
California
$764K +$185K +878 +34%
KRS
344
Kentucky Retirement Systems
Kentucky
$759K +$27.8K +132 +4%
Thrivent Financial for Lutherans
345
Thrivent Financial for Lutherans
Minnesota
$756K -$240K -1,140 -25%
SWP
346
Stratos Wealth Partners
Ohio
$752K -$373K -1,768 -34%
Kovitz Investment Group Partners
347
Kovitz Investment Group Partners
Illinois
$740K -$136K -647 -16%
CAM
348
Congress Asset Management
Massachusetts
$739K +$508K +2,406 +246%
SPIA
349
Steward Partners Investment Advisory
New York
$737K -$27.8K -132 -4%
DIP
350
Davis Investment Partners
North Carolina
$735K -$590K -2,795 -45%