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Name Holding Trade Value Shares
Change
Change in
Stake
WI
451
Wahed Invest
New York
$415K +$351K +3,841 New
MCM
452
MAI Capital Management
Ohio
$414K +$22K +241 +7%
CIAS
453
Capital Investment Advisory Services
North Carolina
$414K -$27.4K -300 -7%
AIA
454
Affinity Investment Advisors
California
$402K -$268K -2,928 -44%
AWA
455
Aaron Wealth Advisors
Illinois
$393K +$332K +3,636 New
WP
456
Woodline Partners
California
$393K +$332K +3,633 New
GCM
457
G2 Capital Management
Ohio
$389K -$36.6K -400 -10%
PA
458
Probity Advisors
Texas
$382K -$5.76K -63 -2%
VA
459
Vident Advisory
Georgia
$380K -$7.58K -83 -2%
ACM
460
Avalon Capital Management
California
$375K
MFG
461
Merit Financial Group
Georgia
$374K +$316K +3,460 New
FAIM
462
Financial Advocates Investment Management
Washington
$374K -$8.87K -97 -3%
CWM
463
Congress Wealth Management
Massachusetts
$373K +$315K +3,449 New
TF
464
Trek Financial
Arizona
$373K -$159K -1,740 -34%
PWM
465
Perigon Wealth Management
California
$372K -$93.8K -1,026 -24%
I
466
InceptionR
California
$371K -$530K -5,795 -63%
BP
467
BBR Partners
New York
$370K +$366 +4 +0.1%
CA
468
Cache Advisors
California
$369K +$312K +3,415 New
RP
469
Regal Partners
Australia
$367K +$310K +3,397 New
S
470
SignatureFD
Georgia
$367K -$8.41K -92 -3%
TC
471
TownSquare Capital
Utah
$366K -$145K -1,586 -32%
CW
472
CreativeOne Wealth
Kansas
$365K +$308K +3,375 New
ALAM
473
Asahi Life Asset Management
Japan
$364K +$308K +3,370 New
CWM
474
Cedar Wealth Management
California
$360K -$319K -3,489 -51%
Thrivent Financial for Lutherans
475
Thrivent Financial for Lutherans
Minnesota
$359K