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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
551
Ipsen Advisor Group
Arkansas
$840K -$18.6K -204 -2%
PA
552
Procyon Advisors
Connecticut
$840K -$4.37K -48 -0.5%
WA
553
Waverly Advisors
Alabama
$834K +$532K +5,843 +162%
GI
554
Gradient Investments
Minnesota
$823K -$182 -2 -0%
SFI
555
Siemens Fonds Invest
Germany
$810K
EAM
556
Eventide Asset Management
Massachusetts
$808K +$71.8K +788 +10%
SMWM
557
Silvia McColl Wealth Management
California
$799K +$11.3K +124 +1%
IAA
558
Independent Advisor Alliance
North Carolina
$790K +$24.7K +271 +3%
SAM
559
Smartleaf Asset Management
Massachusetts
$782K +$81.5K +895 +11%
MGIA
560
Moneta Group Investment Advisors
Missouri
$781K -$176K -1,937 -18%
Fidelity International
561
Fidelity International
Bermuda
$779K -$48.5M -532,658 -98%
CCM
562
Cohen Capital Management
California
$777K
QWP
563
Quotient Wealth Partners
Texas
$768K +$390K +4,278 +97%
KPWS
564
Kestra Private Wealth Services
Texas
$762K -$13.8K -151 -2%
OIAM
565
OFI Invest Asset Management
France
$759K +$783K +8,597 New
CA
566
Claro Advisors
Massachusetts
$753K +$728 +8 +0.1%
MMM
567
Mendel Money Management
Illinois
$753K
GBT
568
Grove Bank & Trust
Florida
$753K -$144K -1,578 -16%
S
569
SignatureFD
Georgia
$743K +$44K +483 +6%
BTWM
570
Baker Tilly Wealth Management
Wisconsin
$739K -$492K -5,401 -39%
QIM
571
Quantitative Investment Management
Virginia
$739K +$763K +8,376 New
AFG
572
Atomi Financial Group
New York
$736K +$33.1K +364 +5%
SAM
573
Sompo Asset Management
Japan
$728K +$41.9K +460 +6%
CA
574
Clearstead Advisors
Ohio
$727K +$19.5K +214 +3%
SIC
575
Salem Investment Counselors
North Carolina
$719K