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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
501
Legacy Wealth Asset Management
Minnesota
$697K -$2.31M -17,309 -75%
OWA
502
Outlook Wealth Advisors
Texas
$691K +$17.8K +133 +2%
GCM
503
Graham Capital Management
Connecticut
$689K -$1.59M -11,925 -68%
SCA
504
Snowden Capital Advisors
New York
$680K -$2.63M -19,681 -78%
CAS
505
CTC Alternative Strategies
Illinois
$679K +$735K +5,500 New
CG
506
Caprock Group
Idaho
$679K +$20.9K +156 +3%
RCA
507
Resonant Capital Advisors
Wisconsin
$672K +$10K +75 +1%
MPPW
508
Mitchell & Pahl Private Wealth
Oklahoma
$663K -$4.95K -37 -0.7%
MCCA
509
Mill Creek Capital Advisors
Pennsylvania
$659K -$3.88K -29 -0.5%
FWCM
510
Ferguson Wellman Capital Management
Oregon
$657K -$82.5K -617 -10%
VEA
511
Virtus ETF Advisers
New York
$654K -$102K -762 -13%
PA
512
Profund Advisors
Maryland
$645K -$88.5K -662 -11%
AIM
513
Anchor Investment Management
South Carolina
$631K – – –
WI
514
Wahed Invest
New York
$628K +$72.1K +539 +12%
HR
515
Hardy Reed
Mississippi
$619K -$29.4K -220 -4%
QCG
516
Quadrant Capital Group
Ohio
$600K +$58.6K +438 +10%
AWM
517
Apollon Wealth Management
South Carolina
$597K -$160K -1,194 -20%
CA
518
Clearstead Advisors
Ohio
$591K – – –
MYAM
519
Meiji Yasuda Asset Management
Japan
$584K +$180K +1,350 +40%
MG
520
Mather Group
Illinois
$582K +$53.2K +398 +9%
CA
521
Cornerstone Advisors
North Carolina
$581K +$628K +4,700 New
IWC
522
Integrated Wealth Concepts
Massachusetts
$580K +$6.28K +47 +1%
MA
523
MONECO Advisors
Connecticut
$577K +$2.94K +22 +0.5%
SFA
524
Sequoia Financial Advisors
Ohio
$571K -$66.2K -495 -10%
FI
525
Fosun International
China
$568K +$615K +4,600 New
19 20
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