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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
551
Generali Investments Management
Slovenia
$412K +$164K +652 +67%
LFAS
552
Level Four Advisory Services
Texas
$410K -$34.4K -137 -8%
PFG
553
PAX Financial Group
Texas
$407K -$28.6K -114 -7%
SWIG
554
Strategic Wealth Investment Group
Kentucky
$407K -$168K -667 -29%
IMRF
555
Illinois Municipal Retirement Fund
Illinois
$407K +$3.27K +13 +0.8%
ATPW
556
Ashton Thomas Private Wealth
Arizona
$407K +$8.04K +32 +2%
NI
557
Natural Investments
California
$406K
EI
558
EFG International
$406K +$402K +1,600 New
WCM
559
Washington Capital Management
Washington
$406K
IAS
560
Insigneo Advisory Services
Florida
$402K +$398K +1,584 New
MCM
561
Massar Capital Management
Connecticut
$401K +$397K +1,580 New
HPM
562
Hoxton Planning & Management
West Virginia
$396K +$1.26K +5 +0.3%
MAS
563
Meeder Advisory Services
Ohio
$389K +$13.6K +54 +4%
SCM
564
Suvretta Capital Management
New York
$388K
WANY
565
Wealthspire Advisors (New York)
New York
$388K +$91.7K +365 +31%
BIG
566
Brooklyn Investment Group
New York
$385K +$150K +599 +66%
WFA
567
Wellspring Financial Advisors
Ohio
$382K +$378K +1,506 New
HFAS
568
Hummer Financial Advisory Services
Illinois
$380K
TG
569
TCW Group
California
$380K +$376K +1,497 New
GJWM
570
Gilliland Jeter Wealth Management
Arkansas
$379K -$4.27K -17 -1%
CG
571
Caprock Group
Idaho
$377K -$170K -675 -31%
AA
572
Ancora Advisors
Ohio
$377K -$251 -1 -0.1%
AWM
573
Aprio Wealth Management
Georgia
$377K +$29.1K +116 +8%
SWM
574
Shakespeare Wealth Management
Wisconsin
$376K
TCA
575
Transcend Capital Advisors
New Jersey
$375K +$371K +1,478 New