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Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
701
Mesirow Financial Investment Management
Illinois
$466K +$94.8K +410 +27%
SAM
702
Smartleaf Asset Management
Massachusetts
$464K +$241K +1,041 +125%
DWM
703
Diversify Wealth Management
Utah
$464K -$221K -955 -33%
OIA
704
OneDigital Investment Advisors
Kansas
$464K -$6.9M -29,836 -94%
AC
705
AlphaCore Capital
California
$462K +$93K +402 +27%
HWAM
706
Hennion & Walsh Asset Management
New Jersey
$461K -$31.7K -137 -7%
Walleye Capital
707
Walleye Capital
New York
$457K -$1.53M -6,602 -78%
GC
708
Garde Capital
Washington
$456K -$73.5K -318 -14%
A
709
Argentarii
Ohio
$456K +$52.3K +226 +14%
RWS
710
Resolute Wealth Strategies
Mississippi
$455K
KHCM
711
Kirtland Hills Capital Management
Ohio
$450K -$109K -472 -20%
KPWS
712
Kestra Private Wealth Services
Texas
$449K -$104K -451 -19%
TBWA
713
Three Bridge Wealth Advisors
California
$446K -$38.2K -165 -8%
PCA
714
Pallas Capital Advisors
Massachusetts
$443K -$374K -1,619 -47%
IAS
715
Insigneo Advisory Services
Florida
$441K -$174K -751 -29%
NP
716
Nilsine Partners
Colorado
$439K +$2.77K +12 +0.7%
ALAM
717
Asahi Life Asset Management
Japan
$437K +$420K +1,817 New
CCIA
718
Campbell & Co Investment Adviser
Maryland
$437K -$166K -720 -28%
IAN
719
Integrated Advisors Network
Texas
$435K -$16K -69 -4%
BTWM
720
Baker Tilly Wealth Management
Wisconsin
$434K -$70.5K -305 -14%
WIA
721
World Investment Advisors
California
$433K -$268K -1,160 -39%
NAM
722
Nexpoint Asset Management
Texas
$428K +$412K +1,780 New
PWM
723
Perigon Wealth Management
California
$428K -$15.3K -66 -4%
GPWM
724
Grant Private Wealth Management
California
$428K +$411K +1,778 New
MYAM
725
Meiji Yasuda Asset Management
Japan
$423K -$24.5K -106 -6%