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Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Barnett & Company
Tennessee
$1.18M – – –
CAM
502
Cresset Asset Management
Illinois
$1.17M +$203K +766 +21%
KWA
503
Kingswood Wealth Advisors
California
$1.16M +$13.5K +51 +1%
DILIC
504
Dai-ichi Life Insurance Company
Japan
$1.16M -$63.2K -239 -5%
QCG
505
Quadrant Capital Group
Ohio
$1.15M +$25.1K +95 +2%
PFPG
506
Pinnacle Financial Partners (Georgia)
Georgia
$1.15M -$8.99K -34 -0.8%
KBFS
507
Kohmann Bosshard Financial Services
Ohio
$1.15M – – –
FFA
508
Farther Finance Advisors
California
$1.13M +$128K +485 +13%
AssetMark Inc
509
AssetMark Inc
California
$1.12M +$327K +1,235 +42%
MGP
510
Metis Global Partners
California
$1.1M -$204K -773 -16%
PCIA
511
Prime Capital Investment Advisors
Kansas
$1.1M -$7.14K -27 -0.7%
KCM
512
Kornitzer Capital Management
Kansas
$1.09M – – –
MWA
513
Medallion Wealth Advisors
Connecticut
$1.09M -$27.8K -105 -3%
WI
514
Wahed Invest
New York
$1.08M -$83.3K -315 -7%
WF
515
WoodTrust Financial
Wisconsin
$1.06M +$77.2K +292 +8%
BWP
516
BSW Wealth Partners
Colorado
$1.06M +$13.2K +50 +1%
MKA
517
M. Kulyk & Associates
Georgia
$1.06M -$21.2K -80 -2%
Balyasny Asset Management
518
Balyasny Asset Management
Illinois
$1.04M -$27.8M -105,152 -96%
CFP
519
Catalyst Financial Partners
Massachusetts
$1.03M +$35.7K +135 +4%
BBVA
520
Banco Bilbao Vizcaya Argentaria
Spain
$1.03M -$377K -1,424 -27%
MYIA
521
Mount Yale Investment Advisors
Colorado
$1.02M -$14.5K -55 -1%
MOS
522
MGO One Seven
Ohio
$1M +$61.3K +232 +7%
FNA
523
First National Advisers
Nebraska
$1M -$30.9K -117 -3%
WTC
524
WhitTier Trust Company
Nevada
$999K -$1.59K -6 -0.2%
S
525
Storgate
Texas
$997K +$978K +3,698 New