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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
576
Canvas Wealth Advisors
Kansas
$444K -$69.4K -1,578 -14%
BIM
577
Baldwin Investment Management
Pennsylvania
$442K -$143K -3,250 -26%
Pacer Advisors
578
Pacer Advisors
Pennsylvania
$440K +$12.9K +294 +3%
ETC
579
Exchange Traded Concepts
Oklahoma
$437K +$10.6K +241 +3%
RIA
580
Realta Investment Advisors
Delaware
$436K -$18.2K -414 -4%
CIM
581
Confluence Investment Management
Missouri
$436K +$6.42K +146 +2%
AC
582
ASB Consultores
Florida
$429K +$68.9K +1,565 +21%
AIM
583
Arcadia Investment Management
Michigan
$427K – – –
ECM
584
Evergreen Capital Management
Washington
$427K +$38.7K +880 +11%
BCM
585
Brainard Capital Management
Texas
$427K – – –
CFA
586
Compass Financial Advisors
Indiana
$424K +$82.3K +1,871 +27%
RSWM
587
Robertson Stephens Wealth Management
California
$422K – – –
IAN
588
Integrated Advisors Network
Texas
$420K -$6.51K -148 -2%
CAAS
589
Capital Asset Advisory Services
Michigan
$419K -$51.5K -1,171 -12%
SVWAG
590
Sound View Wealth Advisors Group
Georgia
$418K -$12.9K -294 -3%
BHPW
591
Beverly Hills Private Wealth
California
$414K +$17.2K +390 +5%
CI
592
Ceera Investments
Texas
$413K +$61.2K +1,390 +19%
CL
593
Choreo LLC
Illinois
$413K +$379K +8,610 New
GRP
594
Global Retirement Partners
California
$412K +$29.1K +662 +8%
DG
595
DMC Group
Alabama
$407K +$79.1K +1,798 +27%
EPA
596
Element Pointe Advisors
Florida
$407K – – –
N
597
Natixis
France
$405K +$372K +8,445 New
AC
598
Avestar Capital
New York
$403K -$2.2K -50 -0.6%
RCG
599
Regatta Capital Group
California
$402K – – –
RWP
600
Revolve Wealth Partners
New Jersey
$402K -$836 -19 -0.2%