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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
426
Capital Advisors Ltd
Ohio
$3K -$114 -2 -4%
PWMG
427
Prestige Wealth Management Group
New Jersey
$2.63K – – –
MFT
428
Moisand Fitzgerald Tamayo
Florida
$2.35K – – –
SIC
429
SJS Investment Consulting
Ohio
$2.35K – – –
EWA
430
EverSource Wealth Advisors
Alabama
$2.35K -$2.4K -42 -53%
DPW
431
DiNuzzo Private Wealth
Pennsylvania
$2.16K +$114 +2 +6%
RCM
432
Raleigh Capital Management
North Carolina
$1.88K – – –
PIM
433
Plato Investment Management
Australia
$1.69K – – –
GEA
434
Glen Eagle Advisors
New Jersey
$1.52K – – –
PWA
435
Provenance Wealth Advisors
Florida
$1.31K – – –
FMP
436
Financial Management Professionals
Texas
$1K – – –
CAM
437
ClariVest Asset Management
California
$757 – – –
CA
438
Claris Advisors
Missouri
$751 +$685 +12 New
A
439
AlphaQuest
New York
$657 +$628 +11 New
BF
440
BOK Financial
Oklahoma
$379 – – –
WWP
441
WR Wealth Planners
Missouri
$376 – – –
VWA
442
Valued Wealth Advisors
Utah
$189 – – –
TFM
443
TFC Financial Management
Massachusetts
$94 – – –
BIG
444
Brooklyn Investment Group
New York
$94 +$114 +2 New
NRCM
445
North Reef Capital Management
California
– -$18.5M -330,018 Closed
Holocene Advisors
446
Holocene Advisors
New York
– -$18M -320,543 Closed
PFC
447
Poplar Forest Capital
California
– -$16M -285,233 Closed
N
448
Natixis
France
– -$8.41M -149,850 Closed
NIG
449
NFJ Investment Group
Texas
– -$3.53M -62,945 Closed
Mackenzie Financial
450
Mackenzie Financial
Ontario, Canada
– -$1.95M -34,764 Closed