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Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
501
Laurel Wealth Advisors (California)
California
$468K – – –
WDA
502
Wendell David Associates
New Hampshire
$467K -$31.2K -350 -5%
SA
503
Syntax Advisors
New York
$464K +$93.9K +1,054 +19%
VCG
504
Vantage Consulting Group
Virginia
$464K +$93.9K +1,054 +19%
CUAMC
505
China Universal Asset Management Company
China
$464K +$588K +6,600 New
Lido Advisors
506
Lido Advisors
California
$462K -$15.7K -176 -3%
H
507
HoyleCohen
California
$456K – – –
MAM
508
Meeder Asset Management
Ohio
$456K +$215K +2,419 +59%
FTDI
509
First Trust Direct Indexing
Massachusetts
$430K -$89.1K -1,000 -14%
T
510
TOBAM
France
$425K +$377K +4,237 +234%
HC
511
HNP Capital
New York
$421K – – –
VRM
512
Vectors Research Management
New York
$421K – – –
MGP
513
Metis Global Partners
California
$421K +$31.7K +356 +6%
DWM
514
Drive Wealth Management
Utah
$419K +$532K +5,970 New
ER
515
Enlightenment Research
Florida
$414K +$249K +2,797 +90%
PWP
516
Perfromance Wealth Partners
Illinois
$413K – – –
MA
517
Mutual Advisors
Nebraska
$409K +$9.44K +106 +2%
Vontobel Holding
518
Vontobel Holding
Switzerland
$406K -$581K -6,526 -54%
PP
519
Prudential plc
United Kingdom
$404K -$3.02M -33,918 -85%
CWM
520
Circle Wealth Management
New Jersey
$403K -$108K -1,212 -17%
BCV
521
Banque Cantonale Vaudoise
Switzerland
$400K -$16.4K -184 -3%
WSTAM
522
Wilbanks Smith & Thomas Asset Management
Virginia
$394K -$93.6K -1,051 -16%
BP
523
Ballentine Partners
Massachusetts
$394K -$2.94K -33 -0.6%
BWM
524
BerganKDV Wealth Management
Minnesota
$391K -$15.7K -176 -3%
NFG
525
Nations Financial Group
Iowa
$390K -$39.5K -444 -7%