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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
251
Voya Financial Advisors
Connecticut
$710K +$62.7K +1,868 +10%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$702K +$92.2K +2,746 +15%
BPA
253
Beacon Pointe Advisors
California
$686K +$282K +8,408 +67%
CAM
254
Crestone Asset Management
Colorado
$684K -$33.3K -990 -5%
SOMRS
255
State of Michigan Retirement System
Michigan
$666K -$1.24M -36,968 -65%
IA
256
IFP Advisors
Florida
$665K
SAM
257
SP Asset Management
California
$664K +$679K +20,210 New
PWM
258
Peterson Wealth Management
Nevada
$662K
OCM
259
Octahedron Capital Management
California
$657K
KAS
260
Kestra Advisory Services
Texas
$656K -$248K -7,375 -27%
PCMC
261
Paragon Capital Management (Colorado)
Colorado
$643K
S
262
Surevest
California
$631K +$33.1K +985 +5%
TPA
263
Trivium Point Advisory
Connecticut
$627K -$34 -1 -0%
TCMNY
264
Thrive Capital Management (New York)
New York
$625K
PBCM
265
Point Break Capital Management
Florida
$624K -$87.5K -2,605 -12%
IAA
266
Independent Advisor Alliance
North Carolina
$614K +$5.81K +173 +0.9%
GC
267
Guggenheim Capital
Illinois
$611K +$473K +14,068 +312%
CIAS
268
Capital Investment Advisory Services
North Carolina
$602K +$615K +18,309 New
Vanguard Personalized Indexing Management
269
Vanguard Personalized Indexing Management
California
$596K +$302K +8,980 +98%
CC
270
Copperleaf Capital
North Carolina
$586K +$24.8K +739 +4%
GWM
271
Geneos Wealth Management
Colorado
$583K +$11.8K +351 +2%
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$572K -$38.9K -1,157 -7%
AO
273
Allen Operations
New York
$569K
QT
274
Quantamental Technologies
New York
$562K +$357K +10,620 +164%
APG Asset Management
275
APG Asset Management
Netherlands
$557K +$596K +17,730 New