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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
651
Kingsview Wealth Management
Oregon
$285K +$213K +2,711 New
Los Angeles Capital Management
652
Los Angeles Capital Management
California
$285K +$212K +2,705 New
SP
653
Symmetry Partners
Connecticut
$284K +$212K +2,696 New
GI
654
GAMMA Investing
California
$283K +$32.4K +413 +18%
BPA
655
Beacon Pointe Advisors
California
$281K +$210K +2,675 New
LAM
656
L2 Asset Management
Massachusetts
$277K +$207K +2,629 New
CA
657
CV Advisors
Florida
$276K +$206K +2,620 New
WPW
658
Waldron Private Wealth
Pennsylvania
$275K +$205K +2,610 New
CA
659
Cache Advisors
California
$274K +$204K +2,602 New
CWM
660
Congress Wealth Management
Massachusetts
$272K +$203K +2,585 New
RS
661
R Squared
Hong Kong
$269K -$175K -2,229 -47%
SWM
662
Spire Wealth Management
Virginia
$269K +$70.2K +894 +54%
LFA
663
Lauterbach Financial Advisors
Texas
$267K +$200K +2,540 New
Empower Advisory Group
664
Empower Advisory Group
Colorado
$265K +$198K +2,519 New
CCM
665
Coldstream Capital Management
Washington
$265K +$33.7K +429 +21%
CT
666
Chicago Trust
Illinois
$262K +$196K +2,492 New
MCWS
667
McKinley Carter Wealth Services
West Virginia
$262K +$195K +2,486 New
QI
668
Qtron Investments
Massachusetts
$261K +$195K +2,478 New
LOIM
669
Liberty One Investment Management
Illinois
$260K -$150K -1,905 -44%
TCWM
670
Total Clarity Wealth Management
Illinois
$260K +$194K +2,467 New
CA
671
CoreCap Advisors
Michigan
$259K +$156K +1,980 +409%
LAM
672
Longboard Asset Management
Arizona
$258K +$193K +2,457 New
LSPW
673
Lake Street Private Wealth
Illinois
$255K +$190K +2,420 New
AC
674
ASB Consultores
Florida
$254K +$190K +2,414 New
AL
675
Aspiriant LLC
California
$253K +$189K +2,401 New