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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
401
VCI Wealth Management
Missouri
$692K +$698K +34,299 New
AAS
402
Avantax Advisory Services
Texas
$680K +$33.2K +1,630 +5%
GCP
403
GSA Capital Partners
United Kingdom
$680K +$388K +19,082 +130%
SI
404
Stephens Inc
Arkansas
$673K +$37.1K +1,822 +6%
DWM
405
Diversify Wealth Management
Utah
$670K -$74.7K -3,674 -9%
Assenagon Asset Management
406
Assenagon Asset Management
Luxembourg
$663K +$28.9K +1,423 +5%
UCFA
407
United Capital Financial Advisors
Texas
$663K +$570 +28 +0.1%
FGP
408
Freestone Grove Partners
California
$657K +$662K +32,546 New
MSA
409
MUFG Securities Americas
New York
$651K +$657K +32,272 New
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$641K -$964K -47,374 -75%
Allianz Asset Management
411
Allianz Asset Management
Germany
$637K +$3.03K +149 +0.5%
CCWA
412
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$629K -$2.77K -136 -0.4%
TG
413
TCW Group
California
$620K +$31K +1,525 +5%
Loomis, Sayles & Company
414
Loomis, Sayles & Company
Massachusetts
$618K +$623K +30,645 New
OC
415
Oppenheimer & Co
New York
$616K -$51.6K -2,537 -8%
PAS
416
Park Avenue Securities
New York
$616K +$359K +17,636 +137%
HI
417
Horizon Investments
North Carolina
$593K +$7.42K +365 +1%
JFG
418
Jefferies Financial Group
New York
$590K -$2.92M -143,441 -83%
HWM
419
HB Wealth Management
Georgia
$574K +$24.1K +1,187 +4%
Jones Financial Companies
420
Jones Financial Companies
Missouri
$566K -$370K -18,206 -39%
Rockefeller Capital Management
421
Rockefeller Capital Management
New York
$550K -$4.92K -242 -0.9%
CG
422
Caprock Group
Idaho
$550K +$11.4K +561 +2%
SC
423
Savant Capital
Illinois
$547K +$35.4K +1,739 +7%
CWR
424
Chico Wealth RIA
California
$542K -$40.7K -2,000 -7%
WAG
425
Wallace Advisory Group
California
$541K -$117K -5,733 -17%