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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
801
Dynamic Advisor Solutions
Arizona
$823K +$23.8K +146 +3%
BIG
802
Brooklyn Investment Group
New York
$816K -$28K -172 -3%
QT
803
Quantbot Technologies
New York
$811K +$809K +4,970 New
SWS
804
SYSTM Wealth Solutions
Illinois
$804K +$68.5K +421 +9%
CWM
805
Chesapeake Wealth Management
Virginia
$801K -$18.7K -115 -2%
MMPW
806
Mitchell McLeod Pugh & Williams
Alabama
$793K +$28.3K +174 +4%
MA
807
Mutual Advisors
Nebraska
$790K -$708K -4,347 -47%
SP
808
Symmetry Partners
Connecticut
$780K
LWAM
809
Legacy Wealth Asset Management
Minnesota
$780K +$17.1K +105 +2%
PFS
810
Prospera Financial Services
Texas
$780K -$78.6K -483 -9%
KA
811
Kintegral Advisory
New York
$777K -$2.44K -15 -0.3%
AAS
812
Avantax Advisory Services
Texas
$775K -$21.2K -130 -3%
GA
813
Geller Advisors
New York
$767K -$2.12K -13 -0.3%
AI
814
Arvest Investments
Arkansas
$758K +$18.9K +116 +3%
AWCI
815
Alpine Woods Capital Investors
New York
$755K +$148K +911 +25%
Luther King Capital Management (LKCM)
816
Luther King Capital Management (LKCM)
Texas
$755K +$19K +117 +3%
1CP
817
17 Capital Partners
Arizona
$750K -$10.1K -62 -1%
FFM
818
Fullerton Fund Management
Singapore
$738K -$14.6M -89,559 -95%
OWP
819
Obermeyer Wealth Partners
Colorado
$735K +$733K +4,501 New
LFAS
820
Level Four Advisory Services
Texas
$730K
KWM
821
Kingsview Wealth Management
Oregon
$727K +$38.1K +234 +6%
JF
822
JSF Financial
California
$725K +$723K +4,441 New
FMLI
823
Fukoku Mutual Life Insurance
Japan
$718K -$81.1K -498 -10%
AFT
824
Alpha Family Trust
California
$708K +$60.2K +370 +9%
GIA
825
Gladstone Institutional Advisory
Florida
$707K -$468K -2,877 -40%