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Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
751
Los Angeles Capital Management
California
$316K -$7.04K -31 -2%
PFPG
752
Pinnacle Financial Partners (Georgia)
Georgia
$315K +$334K +1,468 New
BTWM
753
Baker Tilly Wealth Management
Wisconsin
$313K -$78.6K -346 -19%
GM
754
GeoWealth Management
Illinois
$311K -$9.09K -40 -3%
EGM
755
Engineers Gate Manager
New York
$310K +$328K +1,442 New
OC
756
Opal Capital
Florida
$309K +$455K +2,002 New
SPC
757
Spirepoint Private Client
Florida
$306K -$6.13K -27 -2%
BWP
758
Bernardo Wealth Planning
Pennsylvania
$306K +$454 +2 +0.1%
MA
759
Montag & Associates
Georgia
$304K -$746K -3,283 -70%
PI
760
PFG Investments
New York
$303K +$6.36K +28 +2%
BOSSRA
761
B.O.S.S. Retirement Advisors
Utah
$302K -$466K -2,051 -59%
PFG
762
Prosperity Financial Group
California
$302K +$320K +1,408 New
FAM
763
Fred Alger Management
New York
$302K +$319K +1,405 New
OM
764
OV Management
Minnesota
$302K -$5.23K -23 -2%
RCWM
765
Red Crane Wealth Management
California
$301K
WIA
766
World Investment Advisors
California
$300K -$90.7K -399 -22%
NICM
767
Neo Ivy Capital Management
New York
$299K +$317K +1,394 New
SF
768
Summit Financial
New Jersey
$299K -$22K -97 -7%
OF
769
Optimize Financial
California
$297K +$3.63K +16 +1%
CPIG
770
Chicago Partners Investment Group
Illinois
$297K -$187K -821 -34%
WFI
771
West Family Investments
California
$296K -$36.6K -161 -10%
FNBT
772
FineMark National Bank & Trust
Florida
$295K +$8.86K +39 +3%
SAM
773
Simplify Asset Management
Nevada
$295K +$54.8K +241 +21%
KIA
774
KCM Investment Advisors
California
$295K +$4.09K +18 +1%
IAS
775
Insigneo Advisory Services
Florida
$294K -$105K -463 -25%