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Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
451
Amica Retiree Medical Trust
Rhode Island
$877K +$266K +3,466 +43%
AAS
452
Avantax Advisory Services
Texas
$868K +$63.1K +822 +8%
TPA
453
Trivium Point Advisory
Connecticut
$859K +$20.6K +268 +2%
MWM
454
Marion Wealth Management
Pennsylvania
$859K +$52.5K +684 +6%
BPC
455
Banque Pictet & Cie
Switzerland
$853K -$989K -12,890 -53%
WC
456
Wexford Capital
Florida
$850K +$863K +11,244 New
TMAM
457
Tokio Marine Asset Management
Japan
$848K +$40.2K +524 +5%
DWM
458
Destination Wealth Management
California
$837K +$641K +8,360 +308%
ONB
459
Old National Bancorp
Indiana
$827K -$521K -6,792 -38%
Capstone Investment Advisors
460
Capstone Investment Advisors
New York
$823K +$836K +10,890 New
CW
461
CreativeOne Wealth
Kansas
$811K -$18K -234 -2%
WWG
462
West Wealth Group
California
$808K +$5.83K +76 +0.7%
SS
463
Simplicity Solutions
Minnesota
$807K +$483K +6,298 +144%
BFG
464
Bleakley Financial Group
New Jersey
$806K +$36.4K +474 +5%
DGAM
465
Desjardins Global Asset Management
Quebec, Canada
$805K +$672K +8,754 +459%
SI
466
Stephens Inc
Arkansas
$804K +$166K +2,170 +26%
MAS
467
Meeder Advisory Services
Ohio
$791K -$181K -2,358 -18%
WTC
468
WhitTier Trust Company
Nevada
$790K -$7.67K -100 -0.9%
PAG
469
Private Advisor Group
New Jersey
$774K +$785K +10,238 New
WC
470
Whitney & Co
New York
$773K -$40.7K -530 -5%
BCM
471
Bayesian Capital Management
New York
$771K -$706K -9,200 -47%
FTDI
472
First Trust Direct Indexing
Massachusetts
$769K -$188K -2,452 -19%
CPRC
473
Consolidated Portfolio Review Corp
New York
$769K +$781K +10,174 New
AWM
474
Apollon Wealth Management
South Carolina
$768K +$75.8K +988 +11%
GT
475
Greenleaf Trust
Michigan
$766K -$24.9K -324 -3%