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Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
176
Neuberger Berman Group
New York
$648K +$30.5K +2,013 +4%
LG
177
Leuthold Group
Minnesota
$601K – – –
FIA
178
Foundations Investment Advisors
Arizona
$601K +$689K +45,468 New
SHFP
179
Second Half Financial Partners
Florida
$594K +$680K +44,906 New
FFA
180
Farther Finance Advisors
California
$567K +$186K +12,289 +40%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$563K +$63.9K +4,219 +11%
US Bancorp
182
US Bancorp
Minnesota
$553K +$73.9K +4,877 +13%
KCM
183
Kathmere Capital Management
Pennsylvania
$552K +$200K +13,232 +46%
KeyBank National Association
184
KeyBank National Association
Ohio
$539K +$73.2K +4,829 +13%
AWM
185
Aprio Wealth Management
Georgia
$535K -$7.54K -498 -1%
WA
186
Waverly Advisors
Alabama
$534K -$485K -32,035 -44%
QT
187
Quantbot Technologies
New York
$532K -$541K -35,708 -47%
AOI
188
Auto-Owners Insurance
Michigan
$525K – – –
AFG
189
Atomi Financial Group
New York
$521K +$29.8K +1,968 +5%
PWM
190
Perigon Wealth Management
California
$521K -$36.3K -2,397 -6%
DADC
191
D.A. Davidson & Co
Montana
$520K -$163K -10,763 -21%
WA
192
WealthTrust Axiom
Pennsylvania
$518K -$22K -1,450 -4%
FTA
193
Financial & Tax Architects
Missouri
$514K -$55.2K -3,646 -9%
IG
194
IFS Group
Pennsylvania
$503K -$15.7K -1,038 -3%
VF
195
Virtu Financial
New York
$498K +$570K +37,640 New
CL
196
Choreo LLC
Illinois
$497K +$42.9K +2,833 +8%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$493K +$118K +7,789 +26%
NW
198
Naviter Wealth
Arkansas
$492K +$114K +7,519 +26%
GIA
199
Gateway Investment Advisers
Ohio
$491K -$1.94M -128,171 -78%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$484K -$47.4K -3,130 -8%