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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
401
Concurrent Investment Advisors
Florida
$1.8M -$223K -2,860 -10%
EW
402
Evoke Wealth
California
$1.8M -$173K -2,226 -8%
TYCC
403
Texas Yale Capital Corp
Florida
$1.8M +$15.6K +200 +0.8%
QOP
404
Quinn Opportunity Partners
Virginia
$1.79M +$1.96M +25,100 New
PA
405
Profund Advisors
Maryland
$1.78M -$722K -9,266 -27%
Wealthfront Advisers
406
Wealthfront Advisers
California
$1.73M -$1.9M -24,359 -50%
LCM
407
Lazari Capital Management
California
$1.73M +$18.8K +241 +1%
AWS
408
Atria Wealth Solutions
New York
$1.67M -$969K -12,443 -35%
IAA
409
Independent Advisor Alliance
North Carolina
$1.66M +$168K +2,160 +10%
Lazard Asset Management
410
Lazard Asset Management
New York
$1.65M +$120K +1,538 +7%
JWM
411
Jeppson Wealth Management
California
$1.65M +$171K +2,196 +11%
CL
412
Choreo LLC
Illinois
$1.64M -$305K -3,921 -15%
APF
413
Alaska Permanent Fund
Alaska
$1.62M
BAMF
414
BI Asset Management Fondsmaeglerselskab
Denmark
$1.57M +$56.7K +728 +3%
CTA
415
Colonial Trust Advisors
South Carolina
$1.55M -$35.5K -455 -2%
EF
416
Empirical Finance
Pennsylvania
$1.55M +$34.8K +447 +2%
WBC
417
Westpac Banking Corp
Australia
$1.55M -$89.6K -1,150 -5%
ECM
418
Everence Capital Management
Indiana
$1.55M -$230K -2,950 -12%
OAM
419
Ostrum Asset Management
France
$1.52M +$29.8K +382 +2%
MA
420
Mutual Advisors
Nebraska
$1.51M -$123K -1,575 -7%
KAS
421
Kestra Advisory Services
Texas
$1.48M +$2.42K +31 +0.1%
NEI
422
Northwest & Ethical Investments
Ontario, Canada
$1.46M +$247K +3,170 +18%
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$1.46M +$445K +5,716 +39%
API
424
Asset Planning Inc
California
$1.46M +$20K +257 +1%
MIG
425
Meketa Investment Group
Massachusetts
$1.45M +$725K +9,308 +85%