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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
526
Anchor Capital Advisors
Massachusetts
$602K
HWA
527
Heartwood Wealth Advisors
Virginia
$599K -$6.44K -27 -1%
AAS
528
Avantax Advisory Services
Texas
$598K +$190K +797 +52%
AFG
529
ABLE Financial Group
Arizona
$595K +$66.1K +277 +14%
RP
530
Regal Partners
Australia
$593K +$549K +2,300 New
PA
531
Profund Advisors
Maryland
$592K +$46.5K +195 +9%
GAG
532
GM Advisory Group
New York
$585K
Fuller & Thaler Asset Management
533
Fuller & Thaler Asset Management
California
$577K +$144K +605 +37%
CIA
534
Concurrent Investment Advisors
Florida
$574K +$14.1K +59 +3%
VI
535
Versor Investments
New York
$573K +$99.7K +418 +23%
FAIM
536
Financial Advocates Investment Management
Washington
$566K -$90.4K -379 -15%
VT
537
Vise Technologies
New York
$553K +$511K +2,142 New
TA
538
TKG Advisors
Indiana
$553K -$17.7K -74 -3%
KAS
539
Kestra Advisory Services
Texas
$550K -$86.6K -363 -15%
HAG
540
HighPoint Advisor Group
Illinois
$545K +$4.05K +17 +0.8%
LIM
541
Leavell Investment Management
Alabama
$543K +$716 +3 +0.1%
BFC
542
Bedel Financial Consulting
Indiana
$542K
Adage Capital Partners
543
Adage Capital Partners
Massachusetts
$542K -$5.38M -22,564 -91%
ECM
544
Everence Capital Management
Indiana
$539K
WPC
545
Wedmont Private Capital
Pennsylvania
$537K +$28.9K +121 +6%
AssetMark Inc
546
AssetMark Inc
California
$531K +$147K +616 +43%
BP
547
Ballentine Partners
Massachusetts
$530K +$65.1K +273 +15%
AWS
548
Atria Wealth Solutions
New York
$523K -$128K -536 -21%
OAM
549
Oppenheimer Asset Management
New York
$517K -$1.65M -6,937 -78%
TIM
550
Thompson Investment Management
Wisconsin
$516K