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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
526
V Wealth Advisors
Kansas
$640K -$570K -3,503 -46%
IFWM
527
Institute for Wealth Management
Colorado
$636K -$2.93K -18 -0.4%
AL
528
Aspiriant LLC
California
$634K
CQS
529
Credential Qtrade Securities
$630K +$20.8K +128 +3%
DADC
530
D.A. Davidson & Co
Montana
$627K +$23.4K +144 +4%
BCI
531
Brinker Capital Investments
Pennsylvania
$619K +$76.7K +471 +13%
OPS
532
Orion Portfolio Solutions
Nebraska
$619K +$76.7K +471 +13%
JF
533
Joule Financial
Kentucky
$619K +$436K +2,677 +195%
MCM
534
MAI Capital Management
Ohio
$613K +$225K +1,383 +53%
WFA
535
WMG Financial Advisors
Tennessee
$608K +$59.6K +366 +10%
WAS
536
Wealth Advisory Solutions
Indiana
$598K +$554K +3,400 New
SW
537
SkyOak Wealth
Michigan
$597K +$636K +3,905 New
SSB
538
Sandy Spring Bank
Maryland
$596K +$424K +2,606 +201%
QCM
539
Qsemble Capital Management
New York
$596K +$635K +3,900 New
BFC
540
Blue Fin Capital
Rhode Island
$593K -$13.2K -81 -2%
HIIFS
541
Harel Insurance Investments & Financial Services
Israel
$592K +$533K +3,275 +545%
MYAM
542
Meiji Yasuda Asset Management
Japan
$592K +$65.1K +400 +12%
AWS
543
Arkfeld Wealth Strategies
Nebraska
$591K +$250K +1,533 +73%
CC
544
Chicago Capital
Illinois
$590K
VHAM
545
Van Hulzen Asset Management
California
$590K +$629K +3,862 New
VCP
546
Verus Capital Partners
Arizona
$583K +$25.9K +159 +4%
TAM
547
Titleist Asset Management
Texas
$575K -$10.4K -64 -2%
AAS
548
Avantax Advisory Services
Texas
$571K +$90K +553 +17%
IVP
549
Intrinsic Value Partners
Arizona
$565K -$163 -1 -0%
SG Americas Securities
550
SG Americas Securities
New York
$562K -$249K -1,529 -29%