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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
526
Fruth Investment Management
Texas
$843K -$3.28K -30 -0.4%
MFG
527
Merit Financial Group
Georgia
$841K +$440K +4,025 +99%
MFS
528
Madrona Financial Services
Washington
$837K +$9.96K +91 +1%
FCH
529
Freestone Capital Holdings
Washington
$836K +$64.7K +591 +8%
SIA
530
Strategic Investment Advisors
Michigan
$832K +$6.24K +57 +0.7%
SM
531
STF Management
Texas
$831K +$38.3K +350 +5%
AC
532
Apella Capital
Connecticut
$828K -$1.64K -15 -0.2%
MCM
533
MAI Capital Management
Ohio
$827K -$21.2K -194 -2%
MIM
534
Morningstar Investment Management
Illinois
$815K
MSA
535
MUFG Securities Americas
New York
$805K +$847K +7,741 New
IWP
536
Insight Wealth Partners
Texas
$801K
CS
537
Crescent Sterling
Louisiana
$794K
RWM
538
Ritholtz Wealth Management
New York
$785K -$15.4K -141 -2%
DI
539
Disciplined Investments
Oklahoma
$783K +$2.74K +25 +0.3%
SDWMA
540
Schneider Downs Wealth Management Advisors
Pennsylvania
$782K -$260K -2,375 -24%
Capstone Investment Advisors
541
Capstone Investment Advisors
New York
$781K -$1.17M -10,699 -59%
EFM
542
E Fund Management
China
$777K +$196K +1,788 +31%
FFA
543
Farther Finance Advisors
California
$776K -$90.3K -825 -10%
PP
544
Prudential plc
United Kingdom
$767K
IA
545
Insight Advisors
Pennsylvania
$763K
ADIM
546
Alpha DNA Investment Management
Maryland
$756K -$164K -1,494 -17%
CA
547
Claris Advisors
Missouri
$750K +$11.8K +108 +2%
PWM
548
Perigon Wealth Management
California
$742K +$434K +3,963 +141%
KRSITF
549
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$742K -$326K -2,982 -19%
SWP
550
Sagespring Wealth Partners
Tennessee
$742K +$780K +7,131 New