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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
326
AssuredPartners Investment Advisors
Florida
$474K -$109K -6,983 -19%
FIA
327
FNY Investment Advisers
New York
$467K -$1.14M -73,100 -71%
CT
328
ClearAlpha Technologies
Connecticut
$465K +$457K +29,256 New
Parallel Advisors
329
Parallel Advisors
California
$463K +$185K +11,865 +69%
SOW
330
State of Wyoming
Wyoming
$458K +$198K +12,678 +79%
CMMS
331
Comprehensive Money Management Services
Florida
$455K +$7.81K +500 +2%
Greenleaf Trust
332
Greenleaf Trust
Michigan
$452K +$2.97K +190 +0.7%
Independent Financial Group
333
Independent Financial Group
California
$446K -$27.6K -1,765 -6%
SCA
334
Snowden Capital Advisors
New York
$441K -$31.5K -2,018 -7%
MA
335
MONECO Advisors
Connecticut
$439K +$430K +27,564 New
Wedmont Private Capital
336
Wedmont Private Capital
Pennsylvania
$433K +$6.23K +399 +2%
CFA
337
Collaborative Fund Advisors
Nevada
$424K +$416K +26,669 New
Vise Technologies
338
Vise Technologies
New York
$418K – – –
Merit Financial Group
339
Merit Financial Group
Georgia
$411K +$30.9K +1,982 +8%
NewEdge Wealth
340
NewEdge Wealth
Pennsylvania
$410K +$11.1K +708 +3%
VA
341
VestGen Advisors
Illinois
$407K +$373K +23,882 New
Evergreen Capital Management
342
Evergreen Capital Management
Washington
$399K – – –
GIC
343
Generali Investments CEE
Czech Republic
$391K – – –
Brinker Capital Investments
344
Brinker Capital Investments
Pennsylvania
$383K -$535K -34,238 -59%
Steward Partners Investment Advisory
345
Steward Partners Investment Advisory
New York
$382K +$31.8K +2,040 +9%
ISWM
346
Intesa Sanpaolo Wealth Management
$382K – – –
&Partners
347
&Partners
Tennessee
$382K +$13.1K +840 +4%
WQ
348
Wealth Quarterback
New Jersey
$380K +$373K +23,889 New
SWM
349
Shrier Wealth Management
California
$377K +$15.5K +995 +4%
Allianz
350
Allianz
Germany
$364K +$357K +22,898 New