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Name Holding Trade Value Shares
Change
Change in
Stake
AO
851
Advisor OS
Illinois
$466K +$45.1K +523 +10%
GQG Partners
852
GQG Partners
Florida
$465K – – –
AAIM
853
Asset Advisors Investment Management
Georgia
$465K – – –
SA
854
Strategic Advisors
New York
$465K – – –
AC
855
Apella Capital
Connecticut
$463K +$138K +1,603 +40%
PCS
856
Personal CFO Solutions
New Jersey
$460K +$518 +6 +0.1%
MWM
857
Modera Wealth Management
New Jersey
$458K +$17.1K +198 +3%
ECA
858
Elevated Capital Advisors
Utah
$456K – – –
RC
859
Rexford Capital
Texas
$454K +$21.5K +249 +4%
E3F
860
Eight 31 Financial
Texas
$454K -$30.8K -357 -6%
ACM
861
Alessandra Capital Management
California
$453K – – –
PWPS
862
Pinnacle Wealth Planning Services
Ohio
$453K +$8.63K +100 +2%
QI
863
Qtron Investments
Massachusetts
$453K -$897K -10,391 -64%
SEIA
864
Signature Estate & Investment Advisors
California
$452K -$323K -3,737 -39%
SN
865
Sittner & Nelson
Oregon
$452K -$14.6K -169 -3%
FNBOH
866
First National Bank of Hutchinson
Kansas
$450K -$146K -1,690 -23%
CT
867
ClearAlpha Technologies
Connecticut
$450K -$592K -6,862 -54%
ACM
868
Advisors Capital Management
New Jersey
$449K +$120K +1,388 +32%
AWS
869
Arkfeld Wealth Strategies
Nebraska
$447K -$52.8K -612 -10%
DCA
870
DSG Capital Advisors
Minnesota
$446K +$691 +8 +0.2%
BMC
871
Beaton Management Company
Massachusetts
$445K -$38.8K -450 -7%
CFG
872
Cooper Financial Group
California
$444K +$148K +1,716 +43%
DTL
873
Dynamic Technology Lab
Singapore
$444K +$45.9K +532 +10%
LWM
874
Langley Wealth Management
Mississippi
$443K +$494K +5,717 New
SWM
875
SFG Wealth Management
Maryland
$443K +$493K +5,711 New