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Name Holding Trade Value Shares
Change
Change in
Stake
GI
501
GAMMA Investing
California
$275K -$47.9K -329 -12%
AWA
502
Arete Wealth Advisors
Illinois
$274K -$1.16K -8 -0.3%
VAG
503
VisionPoint Advisory Group
Texas
$273K +$18.2K +125 +5%
PFA
504
Pure Financial Advisors
California
$271K -$3.06K -21 -0.8%
PBF
505
Petix & Botte Financial
California
$269K -$58.2K -400 -14%
CIP
506
Capital Insight Partners
Arizona
$267K +$4.51K +31 +1%
CMF
507
Counterpoint Mutual Funds
California
$266K +$85.7K +589 +32%
KFS
508
Keynote Financial Services
Connecticut
$266K
MC
509
Machina Capital
France
$266K +$355K +2,441 New
Rockefeller Capital Management
510
Rockefeller Capital Management
New York
$261K +$350K +2,403 New
LWAM
511
Legacy Wealth Asset Management
Minnesota
$261K -$5.53K -38 -2%
OWA
512
One Wealth Advisors
California
$257K -$291 -2 -0.1%
IFG
513
Independent Financial Group
California
$256K -$16.6K -114 -5%
ECM
514
Everence Capital Management
Indiana
$256K
MEG
515
Millstone Evans Group
Colorado
$256K
Focus Partners Wealth
516
Focus Partners Wealth
Massachusetts
$255K -$52.2K -359 -13%
SO
517
STRS Ohio
Ohio
$255K -$1.1M -7,585 -76%
SAM
518
Shell Asset Management
Netherlands
$252K -$459K -3,155 -58%
SF
519
Summit Financial
New Jersey
$249K -$35.8K -246 -10%
VIM
520
Vinva Investment Management
Australia
$249K -$120K -828 -36%
DIM
521
Delta Investment Management
California
$249K
PA
522
Profund Advisors
Maryland
$249K +$2.62K +18 +0.8%
Asset Management One
523
Asset Management One
Japan
$248K -$580K -3,985 -64%
MYAM
524
Meiji Yasuda Asset Management
Japan
$247K -$11.1K -76 -3%
Luther King Capital Management (LKCM)
525
Luther King Capital Management (LKCM)
Texas
$245K