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Name Holding Trade Value Shares
Change
Change in
Stake
SLWA
251
San Luis Wealth Advisors
California
$370K
RG
252
Retirement Group
California
$368K +$86.8K +7,346 +31%
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$366K +$13.3K +1,122 +4%
CCWA
254
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$359K
SI
255
Stephens Inc
Arkansas
$359K +$118K +10,000 +50%
Wealthfront Advisers
256
Wealthfront Advisers
California
$351K +$69.3K +5,859 +25%
ALAM
257
Asahi Life Asset Management
Japan
$349K -$34.6K -2,930 -9%
Cetera Investment Advisers
258
Cetera Investment Advisers
Illinois
$328K +$5.64K +477 +2%
DFCM
259
Dark Forest Capital Management
Puerto Rico
$328K +$325K +27,485 New
CG
260
Caprock Group
Idaho
$324K +$25.5K +2,155 +9%
Creative Planning
261
Creative Planning
Kansas
$313K -$36.5K -3,089 -11%
GM
262
GeoWealth Management
Illinois
$311K -$113K -9,520 -27%
DWM
263
Drive Wealth Management
Utah
$311K +$126K +10,687 +70%
Allianz Asset Management
264
Allianz Asset Management
Germany
$309K +$53.4K +4,519 +21%
CA
265
Cullinan Associates
Kentucky
$308K +$305K +25,800 New
GC
266
GFG Capital
Florida
$303K
LK
267
Lumbard & Kellner
New Hampshire
$301K +$6.34K +536 +2%
CCP
268
Corient Capital Partners
California
$300K +$30.1K +2,550 +11%
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$299K +$63.2K +5,342 +27%
Vanguard Personalized Indexing Management
270
Vanguard Personalized Indexing Management
California
$293K -$275K -23,262 -49%
PBC
271
Pavion Blue Capital
California
$291K
BL
272
Balentine LLC
Georgia
$290K +$73.4K +6,208 +34%
TI
273
Tidal Investments
Wisconsin
$289K +$26.5K +2,244 +10%
ProShare Advisors
274
ProShare Advisors
Maryland
$285K -$33.8K -2,855 -11%
BMSSC
275
B. Metzler seel. Sohn & Co
Germany
$284K