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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
526
Strategic Investment Advisors
Michigan
$766K +$15.1K +168 +2%
RWA
527
Redhawk Wealth Advisors
Minnesota
$760K -$200K -2,224 -22%
QI
528
Qtron Investments
Massachusetts
$758K
TCM
529
Teza Capital Management
Illinois
$753K -$3.03M -33,752 -81%
MIM
530
Morningstar Investment Management
Illinois
$740K +$8.71K +97 +1%
IWP
531
Insight Wealth Partners
Texas
$740K +$1.08K +12 +0.2%
MAS
532
Meeder Advisory Services
Ohio
$736K +$76.4K +851 +13%
FCH
533
Freestone Capital Holdings
Washington
$734K -$137K -1,526 -17%
TPW
534
Transatlantique Private Wealth
New York
$730K
JSL
535
JT Stratford LLC
Georgia
$728K +$669K +7,451 New
AC
536
Apella Capital
Connecticut
$724K +$21.2K +236 +3%
WPC
537
Wedmont Private Capital
Pennsylvania
$720K +$58.1K +647 +9%
PA
538
Parallel Advisors
California
$719K -$33.1K -369 -5%
BL
539
Balentine LLC
Georgia
$715K -$165K -1,834 -20%
HBT
540
Heartland Bank & Trust
Illinois
$704K -$40.1K -447 -6%
VEA
541
Virtus ETF Advisers
New York
$701K -$118K -1,315 -15%
BOPW
542
Brandywine Oak Private Wealth
Pennsylvania
$698K
CA
543
Claris Advisors
Missouri
$694K
QWM
544
Quadcap Wealth Management
Texas
$686K +$631K +7,027 New
WS
545
Wedbush Securities
California
$672K +$1.35K +15 +0.2%
BBA
546
Baader Bank Aktiengesellschaft
Germany
$666K -$163K -1,810 -21%
WTC
547
WhitTier Trust Company
Nevada
$662K
AAS
548
Ameritas Advisory Services
Nebraska
$662K +$601K +6,686 New
HFM
549
Harvest Fund Management
China
$660K +$43.4K +483 +7%
DWA
550
Delap Wealth Advisory
Oregon
$659K +$606K +6,748 New