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Name Holding Trade Value Shares
Change
Change in
Stake
MLM
701
Mount Lucas Management
Pennsylvania
$403K -$43.2K -223 -8%
CG
702
Caprock Group
Idaho
$401K +$46.9K +242 +11%
VA
703
Vident Advisory
Georgia
$397K -$1.08M -5,571 -69%
WWM
704
Western Wealth Management
Colorado
$397K +$476K +2,454 New
WI
705
WrapManager Inc
California
$392K -$45.6K -235 -9%
KPWS
706
Kestra Private Wealth Services
Texas
$391K +$199K +1,025 +73%
RIM
707
Rakuten Investment Management
Japan
$391K +$394K +2,034 +524%
MOS
708
MGO One Seven
Ohio
$390K +$68.3K +352 +17%
Loomis, Sayles & Company
709
Loomis, Sayles & Company
Massachusetts
$388K +$242K +1,248 +108%
IIM
710
Ironwood Investment Management
Massachusetts
$386K +$13.8K +71 +3%
RA
711
RFG Advisory
Alabama
$385K +$39.2K +202 +9%
CCA
712
Cravens & Co Advisors
Tennessee
$382K -$4.46K -23 -1%
MSFS
713
Main Street Financial Solutions
Pennsylvania
$381K -$99.9K -515 -18%
FA
714
FDx Advisors
Illinois
$380K +$6.98K +36 +2%
RWA
715
Roberts Wealth Advisors
California
$380K +$485K +2,500 New
TBC
716
Ted Buchan & Co
California
$377K +$452K +2,333 New
WDC
717
Woodward Diversified Capital
California
$377K -$15.5K -80 -3%
FRA
718
Frank Rimerman Advisors
California
$375K
LJAC
719
L.J. Altfest & Co
New York
$374K +$122K +627 +37%
SFG
720
Synergy Financial Group
California
$372K +$28.9K +149 +7%
Thrivent Financial for Lutherans
721
Thrivent Financial for Lutherans
Minnesota
$371K -$937K -4,830 -68%
MFA
722
Mayflower Financial Advisors
Massachusetts
$371K +$104K +534 +30%
DILIC
723
Dai-ichi Life Insurance Company
Japan
$370K
First Manhattan
724
First Manhattan
New York
$369K +$442K +2,281 +57,025%
SFG
725
SevenBridge Financial Group
Pennsylvania
$367K -$47.5K -245 -10%