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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
601
J.W. Burns & Co
New York
$557K -$18.9K -50 -3%
SAM
602
Securian Asset Management
Minnesota
$557K -$37.8K -100 -7%
JF
603
Joule Financial
Kentucky
$557K +$5.29K +14 +1%
VSQM
604
V-Square Quantitative Management
Illinois
$546K -$378 -1 -0.1%
SPIA
605
Steward Partners Investment Advisory
New York
$546K -$222K -588 -30%
SS
606
SBI Securities
Japan
$536K +$479K +1,266 +1,948%
CPW
607
Crestmont Private Wealth
Texas
$532K +$10.2K +27 +2%
LOAMS
608
Lombard Odier Asset Management (Switzerland)
Switzerland
$531K +$121K +320 +32%
Lido Advisors
609
Lido Advisors
California
$529K -$17.4K -46 -3%
KCM
610
Kathmere Capital Management
Pennsylvania
$528K +$121K +321 +32%
AO
611
Advisor OS
Illinois
$528K -$19.3K -51 -4%
MAS
612
Meeder Advisory Services
Ohio
$526K +$4.91K +13 +1%
SCA
613
Snowden Capital Advisors
New York
$526K +$31.8K +84 +7%
ACM
614
Advisors Capital Management
New Jersey
$521K -$10.2K -27 -2%
SB
615
Simmons Bank
Arkansas
$519K +$488K +1,291 New
WI
616
Wahed Invest
New York
$515K -$8.69K -23 -2%
APP
617
Avantax Planning Partners
Iowa
$515K -$3.4K -9 -0.7%
PWA
618
Phoenix Wealth Advisors
North Carolina
$512K -$6.05K -16 -1%
RIA
619
Regal Investment Advisors
Michigan
$505K +$756 +2 +0.2%
MGP
620
Metis Global Partners
California
$505K -$83.9K -222 -15%
RCM
621
Radnor Capital Management
Pennsylvania
$503K – – –
YP
622
YANKCOM Partnership
South Dakota
$501K +$6.43K +17 +1%
MGIA
623
Moneta Group Investment Advisors
Missouri
$497K +$9.07K +24 +2%
ATPW
624
Ashton Thomas Private Wealth
Arizona
$496K +$36.3K +96 +8%
LFG
625
Larson Financial Group
Missouri
$495K -$130K -345 -22%