Name Holding Trade Value Shares
Change
Change in
Stake
SWASL
851
Spartan Wealth Advisory Services LLC
Michigan
$8.87M +$9.83M +23,868 New
JPWM
852
Jamison Private Wealth Management
Georgia
$8.85M +$219K +532 +2%
FAM
853
Formidable Asset Management
Ohio
$8.8M +$156K +379 +2%
GKIM
854
GW&K Investment Management
Massachusetts
$8.79M -$227K -552 -2%
NCM
855
Noesis Capital Mangement
Florida
$8.78M +$79.5K +193 +0.8%
TWP
856
Tyche Wealth Partners
Texas
$8.78M +$400K +970 +4%
TCIIS
857
TIAA-CREF Individual & Institutional Services
New York
$8.77M +$9.72M +23,604 New
FGAM
858
Financial Gravity Asset Management
Texas
$8.77M -$38.7K -94 -0.4%
AWA
859
Arete Wealth Advisors
Illinois
$8.77M -$2.01M -4,874 -17%
SMTF
860
Sphera Management Technology Funds
Israel
$8.76M +$1.42M +3,440 +17%
QT
861
Quantbot Technologies
New York
$8.74M +$9.69M +23,512 New
WIM
862
WealthPlan Investment Management
Nebraska
$8.74M +$2.67M +6,491 +38%
CI Investments Inc
863
CI Investments Inc
Ontario, Canada
$8.74M +$190K +461 +2%
Financial Engines Advisors
864
Financial Engines Advisors
California
$8.71M -$991K -2,406 -9%
CWP
865
Cyndeo Wealth Partners
Florida
$8.66M -$78.3K -190 -0.8%
PCA
866
Private Capital Advisors
Connecticut
$8.66M +$805K +1,954 +9%
AAP
867
Arax Advisory Partners
Colorado
$8.65M +$9.49M +23,029 New
MA
868
Menlo Advisors
California
$8.61M – – –
EWA
869
Exit Wealth Advisors
Georgia
$8.57M +$678K +1,647 +8%
PVI
870
Pine Valley Investments
New Jersey
$8.51M +$462K +1,121 +5%
EW
871
Evoke Wealth
California
$8.48M +$2.61M +6,339 +38%
PA
872
Procyon Advisors
Connecticut
$8.41M +$424K +1,030 +5%
DWT
873
Dorsey & Whitney Trust
South Dakota
$8.4M +$72.9K +177 +0.8%
AS
874
Akuna Securities
Illinois
$8.39M +$9.3M +22,574 New
DAM
875
Draper Asset Management
New York
$8.39M -$40.8K -99 -0.4%