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Name Holding Trade Value Shares
Change
Change in
Stake
CM
401
Caption Management
Oklahoma
$6.67M +$7.15M +41,200 New
DWM
402
Dakota Wealth Management
Florida
$6.63M -$95.5K -550 -1%
WA
403
Waverly Advisors
Alabama
$6.58M +$6.38M +36,739 +951%
BL
404
BWCP LP
Texas
$6.5M -$8.61M -49,568 -55%
CG
405
Carmignac Gestion
France
$6.48M +$6.94M +40,000 New
AGM
406
Aragon Global Management
Florida
$6.46M +$4.5M +25,900 +185%
GLF
407
Groupe la Francaise
France
$6.33M -$9.16M -52,763 -57%
ASN
408
Advisory Services Network
Georgia
$6.25M -$898K -5,171 -12%
II
409
Inspire Investing
Idaho
$6.21M -$25.5K -147 -0.4%
EA
410
Ellsworth Advisors
Ohio
$6.21M -$84.6K -487 -1%
Mercer Global Advisors
411
Mercer Global Advisors
Colorado
$6.18M +$491K +2,829 +8%
WWA
412
WCG Wealth Advisors
Nevada
$6.16M +$6.61M +38,043 New
M&T Bank
413
M&T Bank
New York
$6.15M +$470K +2,705 +8%
CWM
414
CMH Wealth Management
New Hampshire
$6.12M -$93.9K -541 -1%
PI
415
PineBridge Investments
New York
$6.06M -$1.29M -7,421 -17%
CB
416
Commerce Bank
Missouri
$6M +$2.95M +17,014 +85%
OQS
417
Occudo Quantitative Strategies
Florida
$5.97M +$6.4M +36,834 New
OIA
418
OneDigital Investment Advisors
Kansas
$5.9M -$5.37M -30,905 -46%
PCM
419
Polymer Capital Management
New York
$5.83M -$2.82M -16,249 -31%
UIA
420
Ulland Investment Advisors
Minnesota
$5.81M -$1.14M -6,572 -15%
VAM
421
VMS Asset Management
$5.79M +$6.2M +35,730 New
CIA
422
Concurrent Investment Advisors
Florida
$5.77M +$4.71M +27,109 +318%
RP
423
Rowlandmiller & Partners
Georgia
$5.72M +$11.5K +66 +0.2%
ACM
424
Arosa Capital Management
Florida
$5.67M +$6.08M +35,000 New
BFS
425
Bradley Foster & Sargent
Connecticut
$5.63M -$115K -665 -2%