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Name Holding Trade Value Shares
Change
Change in
Stake
IP
826
Indivisible Partners
Florida
$525K +$564K +903 New
CW
827
CreativeOne Wealth
Kansas
$522K +$8.75K +14 +2%
FPAS
828
Focus Partners Advisor Solutions
Missouri
$521K -$52.5K -84 -9%
AFP
829
Ausdal Financial Partners
Iowa
$516K -$22.5K -36 -4%
CIM
830
Cambria Investment Management
California
$515K +$109K +175 +25%
BIG
831
Brooklyn Investment Group
New York
$506K +$297K +475 +120%
TPM
832
Triasima Portfolio Management
Quebec, Canada
$502K -$5.85M -9,357 -92%
TIM
833
Tevis Investment Management
Texas
$500K
PWPS
834
Pinnacle Wealth Planning Services
Ohio
$499K -$131K -209 -20%
NCM
835
Next Capital Management
New York
$499K
LAM
836
LECAP Asset Management
United Kingdom
$499K +$538K +860 New
KeyBank National Association
837
KeyBank National Association
Ohio
$498K +$146K +233 +37%
PCM
838
Pinnbrook Capital Management
New York
$498K -$10.5M -16,838 -95%
AC
839
AlphaCore Capital
California
$497K -$516K -826 -49%
EPW
840
Evolve Private Wealth
California
$495K +$533K +853 New
VFA
841
Valeo Financial Advisors
Indiana
$494K +$116K +186 +28%
AA
842
Auxano Advisors
Washington
$488K +$1.25K +2 +0.2%
QCM
843
QRG Capital Management
Illinois
$488K +$85K +136 +19%
CB
844
CNB Bank
Pennsylvania
$483K +$17.5K +28 +3%
BRWA
845
B. Riley Wealth Advisors
Florida
$480K -$453K -725 -47%
ACM
846
Advisors Capital Management
New Jersey
$479K +$155K +248 +43%
SW
847
Simplicity Wealth
New Jersey
$479K -$131K -209 -20%
DCM
848
Driehaus Capital Management
Illinois
$476K -$289K -462 -36%
SI
849
Stonekeep Investments
New Mexico
$460K +$8.75K +14 +2%
CIC
850
Carnegie Investment Counsel
Ohio
$460K -$37.5K -60 -7%