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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
176
Atomi Financial Group
New York
$562K +$35.2K +2,406 +7%
US Bancorp
177
US Bancorp
Minnesota
$554K +$35.7K +2,440 +7%
MWM
178
Modern Wealth Management
Kansas
$553K +$79.3K +5,422 +17%
AAM
179
Advisors Asset Management
Colorado
$547K -$387K -26,499 -42%
TWC
180
TD Waterhouse Canada
Ontario, Canada
$545K +$401K +27,444 +315%
Brown Advisory
181
Brown Advisory
Maryland
$543K +$26.1K +1,784 +5%
KeyBank National Association
182
KeyBank National Association
Ohio
$540K +$188K +12,858 +56%
PA
183
Profund Advisors
Maryland
$535K -$81K -5,544 -13%
BPA
184
Beacon Pointe Advisors
California
$527K +$186K +12,738 +57%
CL
185
Choreo LLC
Illinois
$522K +$38.5K +2,631 +8%
SA
186
Sanctuary Advisors
Indiana
$516K +$68.9K +4,717 +16%
MOS
187
MGO One Seven
Ohio
$511K -$5.98K -409 -1%
Franklin Resources
188
Franklin Resources
California
$495K -$14.7K -1,004 -3%
UCFA
189
United Capital Financial Advisors
Texas
$490K +$74.5K +5,097 +19%
AAM
190
AR Asset Management
California
$489K – – –
Kayne Anderson Rudnick Investment Management
191
Kayne Anderson Rudnick Investment Management
California
$489K -$4.85K -332 -1%
FAFN
192
First Affirmative Financial Network
Colorado
$478K +$465K +31,801 New
LCM
193
Lazari Capital Management
California
$475K -$29.1K -1,994 -6%
MM
194
MQS Management
New York
$473K +$461K +31,522 New
PEAK6
195
PEAK6
Illinois
$462K +$236K +16,139 +110%
FFA
196
Farther Finance Advisors
California
$462K +$175K +11,966 +64%
CFG
197
Copley Financial Group
California
$460K +$100K +6,844 +29%
EWM
198
Empirical Wealth Management
Washington
$458K +$45.6K +3,118 +11%
BAM
199
Belpointe Asset Management
Nevada
$446K +$497 +34 +0.1%
PLFS
200
Provident Living Financial Services
Utah
$444K +$1.59K +109 +0.4%