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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FA
976
Fortis Advisors
Pennsylvania
$178K +$9.05K +33 +5%
CIS
977
Capital International Sarl
California
$176K +$197K +720 New
CAN
978
Claraphi Advisory Network
United States
$161K +$181K +659 New
Marshall Wace
979
Marshall Wace
United Kingdom
$160K -$3.19M -11,634 -95%
ADL
980
Asset Dedication LLC
California
$160K +$186K +678 New
BL
981
Balentine LLC
Georgia
$155K +$79.5K +290 +84%
MAM
982
Meeder Asset Management
Ohio
$154K +$63.1K +230 +57%
TL
983
TrueWealth LLC
Georgia
$153K
PCM
984
Prelude Capital Management
New York
$152K +$15.1K +55 +10%
AssetMark Inc
985
AssetMark Inc
California
$148K -$3.74M -13,617 -96%
IFAM
986
Institutional & Family Asset Management
Colorado
$148K +$6.86K +25 +4%
CIA
987
CSat Investment Advisory
Michigan
$140K +$19.5K +71 +14%
AIM
988
AIA Investment Management
Singapore
$139K +$19.2K +70 +14%
RA
989
Rational Advisors
New York
$135K -$1.45M -5,274 -91%
OPS
990
Orion Portfolio Solutions
Nebraska
$135K +$38.1K +139 +34%
JCM
991
Jacobi Capital Management
Pennsylvania
$134K -$197K -720 -57%
VFA
992
Valeo Financial Advisors
Indiana
$129K -$31.5K -115 -19%
LC
993
Lindbrook Capital
California
$127K -$46.6K -170 -25%
CMBA
994
C.M. Bidwell & Associates
Hawaii
$119K -$433K -1,577 -76%
HI
995
Human Investing
Oregon
$119K -$19.7K -72 -13%
CFB
996
Cullen/Frost Bankers
Texas
$118K +$131K +478 +23,900%
CIM
997
Contravisory Investment Management
Massachusetts
$111K +$20.8K +76 +20%
AWM
998
Avior Wealth Management
Nebraska
$91K +$18.1K +66 +22%
BFEC
999
Benjamin F. Edwards & Company
Missouri
$90K -$68K -248 -40%
LS
1000
Leelyn Smith
Illinois
$89K -$1.07M -3,899 -91%