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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
576
Level Four Advisory Services
Texas
$1.17M -$23.2K -305 -2%
9WM
577
9258 Wealth Management
Ohio
$1.16M -$35.9K -473 -3%
V
578
Veritable
Delaware
$1.16M -$98.2K -1,292 -8%
SWP
579
Strategic Wealth Partners
Ohio
$1.15M -$90.7K -1,194 -8%
WA
580
Wealth Alliance
New York
$1.15M -$189K -2,483 -15%
Boston Partners
581
Boston Partners
Massachusetts
$1.14M +$123K +1,621 +13%
AIM
582
Artemis Investment Management
United Kingdom
$1.13M -$19.4M -255,599 -95%
QCG
583
Quadrant Capital Group
Ohio
$1.13M +$74.1K +975 +8%
NAM
584
NorthCoast Asset Management
Connecticut
$1.12M -$608 -8 -0.1%
DAS
585
Dynamic Advisor Solutions
Arizona
$1.11M -$272K -3,581 -21%
BAM
586
Belpointe Asset Management
Nevada
$1.11M +$224K +2,943 +27%
KPWS
587
Kestra Private Wealth Services
Texas
$1.11M +$1.04M +13,700 New
LWAC
588
Laurel Wealth Advisors (California)
California
$1.1M +$1.03M +13,583 New
ACA
589
Atlas Capital Advisors
Wyoming
$1.1M -$366K -4,813 -26%
NO
590
Ninety One
South Africa
$1.1M +$1.03M +13,522 New
EFS
591
Essex Financial Services
Connecticut
$1.09M -$2.66K -35 -0.3%
EI
592
Ethic Inc
New York
$1.09M +$17.3K +227 +2%
AF
593
Advisornet Financial
Minnesota
$1.07M -$26.4K -348 -3%
RA
594
Rational Advisors
New York
$1.07M +$1.01M +13,250 New
UR
595
USCA RIA
Texas
$1.07M -$631K -8,306 -39%
CG
596
Caprock Group
Idaho
$1.07M -$127K -1,677 -11%
GBT
597
Grove Bank & Trust
Florida
$1.06M -$105K -1,380 -10%
PP
598
Prudential plc
United Kingdom
$1.06M -$213K -2,800 -18%
SGI
599
Summit Global Investments
Utah
$1.06M +$568K +7,470 +134%
SIM
600
Sonora Investment Management
Arizona
$1.05M +$113K +1,486 +13%