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Name Holding Trade Value Shares
Change
Change in
Stake
ORG
326
Optimist Retirement Group
Washington
$540K +$21.7K +345 +5%
CIA
327
Choate Investment Advisors
Massachusetts
$538K – – –
NA
328
NewEdge Advisors
Louisiana
$534K +$407K +6,474 +3,699%
MIM
329
MetLife Investment Management
New Jersey
$532K +$27.2K +433 +7%
FWP
330
Forefront Wealth Partners
Texas
$532K +$1.01K +16 +0.2%
CFO
331
Callan Family Office
Pennsylvania
$528K +$19.9K +316 +5%
MWM
332
Mission Wealth Management
California
$527K +$413K +6,564 New
ASN
333
Advisory Services Network
Georgia
$513K -$50.6K -804 -11%
Polen Capital Management
334
Polen Capital Management
Florida
$498K +$390K +6,201 New
PNC Financial Services Group
335
PNC Financial Services Group
Pennsylvania
$497K +$226K +3,601 +139%
NCM
336
Novare Capital Management
North Carolina
$497K -$71.1K -1,130 -15%
Man Group
337
Man Group
United Kingdom
$495K -$66.4K -1,056 -15%
Capstone Investment Advisors
338
Capstone Investment Advisors
New York
$489K +$383K +6,096 New
MML Investors Services
339
MML Investors Services
Massachusetts
$488K +$47.7K +758 +14%
APW
340
Axim Planning & Wealth
Ohio
$470K -$68K -1,082 -16%
PAI
341
Pittenger & Anderson Inc
Nebraska
$467K +$238K +3,785 +186%
American Century Companies
342
American Century Companies
Missouri
$467K +$51.8K +823 +16%
VAS
343
Vestmark Advisory Solutions
Massachusetts
$458K +$359K +5,707 New
GAA
344
Green Alpha Advisors
Colorado
$448K +$566 +9 +0.2%
NAS
345
Nykredit A/S
Denmark
$448K +$351K +5,586 New
SMAM
346
Sugar Maple Asset Management
Wisconsin
$442K -$31.4K -500 -8%
EWA
347
EverSource Wealth Advisors
Alabama
$441K +$253K +4,022 +272%
GRP
348
Global Retirement Partners
California
$438K +$343K +5,460 New
QFW
349
QTR Family Wealth
Florida
$432K +$338K +5,377 New
SS
350
SBI Securities
Japan
$428K -$12.6K -201 -4%