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Name Holding Trade Value Shares
Change
Change in
Stake
B
426
Bailard
California
$978K +$402K +5,010 +63%
OGC
427
Oak Grove Capital
New Hampshire
$977K -$16.1K -200 -2%
RWM
428
RBA Wealth Management
California
$973K +$90.4K +1,126 +10%
S
429
SimplyRich
California
$968K
PWM
430
Perigon Wealth Management
California
$960K -$12.8K -160 -1%
EF
431
Empirical Finance
Pennsylvania
$933K +$56.4K +702 +6%
PAS
432
Park Avenue Securities
New York
$924K +$32K +398 +3%
HIA
433
Harbor Investment Advisory
Maryland
$923K +$9.96K +124 +1%
KCM
434
Kornitzer Capital Management
Kansas
$917K
ISWM
435
Independent Solutions Wealth Management
New York
$917K +$50.9K +634 +5%
CA
436
Cetera Advisors
Colorado
$906K +$85.4K +1,064 +10%
TT
437
TI-Trust
Illinois
$905K
IFG
438
Independent Financial Group
California
$897K
PBF
439
Petix & Botte Financial
California
$895K -$957K -11,916 -50%
YWP
440
YorkBridge Wealth Partners
New York
$888K +$40.5K +504 +4%
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$878K +$95.7K +1,192 +11%
EAM
442
Erste Asset Management
Austria
$870K +$115K +1,434 +14%
CW
443
CreativeOne Wealth
Kansas
$863K -$25.1K -312 -3%
Los Angeles Capital Management
444
Los Angeles Capital Management
California
$858K -$22K -274 -2%
DA
445
Duality Advisers
Florida
$846K +$904K +11,262 New
NP
446
Ninepoint Partners
Ontario, Canada
$837K
SMC
447
Smith, Moore & Co
Missouri
$834K -$8.03K -100 -0.9%
OSAM
448
O'Shaughnessy Asset Management
Connecticut
$833K +$145K +1,804 +19%
RA
449
Rational Advisors
New York
$825K +$882K +10,982 New
TC
450
TownSquare Capital
Utah
$824K +$193K +2,402 +28%