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Name Holding Trade Value Shares
Change
Change in
Stake
S
626
SignatureFD
Georgia
$230K +$55K +146 +25%
PTP
627
Platform Technology Partners
New York
$229K -$11.3K -30 -4%
CW
628
CreativeOne Wealth
Kansas
$228K -$28.3K -75 -9%
RJT
629
Raymond James Trust
Florida
$227K -$22.6K -60 -8%
CA
630
Continuum Advisory
Idaho
$226K -$10.2K -27 -4%
ProShare Advisors
631
ProShare Advisors
Maryland
$226K -$9.8K -26 -3%
LWAC
632
Laurel Wealth Advisors (California)
California
$224K +$12.8K +34 +5%
VWA
633
Visionary Wealth Advisors
Illinois
$223K +$75K +199 +39%
MSFS
634
Main Street Financial Solutions
Pennsylvania
$221K -$26.8K -71 -9%
SCM
635
Shelton Capital Management
Colorado
$219K – – –
BSW
636
Buckingham Strategic Wealth
Missouri
$219K +$35K +93 +15%
OSAM
637
O'Shaughnessy Asset Management
Connecticut
$219K +$64.4K +171 +32%
CFGS
638
Concourse Financial Group Securities
Alabama
$218K -$37.7K -100 -13%
BTWM
639
Baker Tilly Wealth Management
Wisconsin
$214K +$3.39K +9 +1%
BAMF
640
BI Asset Management Fondsmaeglerselskab
Denmark
$212K – – –
RWA
641
Roberts Wealth Advisors
California
$212K +$255K +678 New
SF
642
Summit Financial
New Jersey
$212K -$9.42K -25 -4%
HL
643
HeadInvest LLC
Maine
$211K +$26.8K +71 +12%
CPO
644
Cerity Partners OCIO
New York
$210K +$75.4K +200 +43%
CG
645
Colony Group
Massachusetts
$208K – – –
PM
646
Parametrica Management
Hong Kong
$206K +$248K +658 New
WCM
647
WealthBridge Capital Management
Ohio
$204K -$26.4K -70 -10%
IA
648
IFG Advisory
Georgia
$203K -$1.97M -5,219 -89%
BPA
649
Beacon Pointe Advisors
California
$203K -$53.9K -143 -18%
CCA
650
Clearwater Capital Advisors
Illinois
$203K +$32K +85 +15%