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Name Holding Trade Value Shares
Change
Change in
Stake
AI
201
Atria Investments
North Carolina
$452K -$40.8K -443 -10%
RAG
202
RIA Advisory Group
Iowa
$443K -$9.49K -103 -2%
HFM
203
Harvest Fund Management
China
$431K +$363K +3,940 New
Vanguard Personalized Indexing Management
204
Vanguard Personalized Indexing Management
California
$411K -$3.23K -35 -0.9%
Prudential Financial
205
Prudential Financial
New Jersey
$411K -$55.9K -606 -14%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$410K -$19.3K -209 -5%
MYIA
207
Mount Yale Investment Advisors
Colorado
$403K -$553 -6 -0.2%
SIMG
208
Sonora Investment Management Group
Arizona
$400K
X
209
Xponance
Pennsylvania
$395K +$28.4K +308 +9%
IWM
210
Inlight Wealth Management
Georgia
$395K +$332K +3,607 New
CP
211
CenterBook Partners
Connecticut
$386K -$318K -3,455 -49%
HR
212
Hardy Reed
Mississippi
$379K
MFS
213
Mirabella Financial Services
United Kingdom
$378K -$6.35M -68,851 -95%
ET
214
Entropy Technologies
New York
$375K -$147K -1,600 -32%
CIC
215
Cornercap Investment Counsel
Georgia
$370K
QCM
216
Quantinno Capital Management
New York
$366K +$66.4K +720 +27%
BEI
217
Benjamin Edwards Inc
Missouri
$362K +$5.53K +60 +2%
Mackenzie Financial
218
Mackenzie Financial
Ontario, Canada
$359K
FG
219
Foster Group
Iowa
$333K -$90K -976 -24%
CWP
220
Capital Wealth Planning
Florida
$329K +$277K +3,000 New
Franklin Resources
221
Franklin Resources
California
$325K +$22.1K +240 +9%
IWA
222
Icon Wealth Advisors
Texas
$318K -$19.7K -214 -7%
WA
223
Wealth Alliance
New York
$306K -$3.6K -39 -1%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$304K -$27.9K -303 -10%
William Blair & Company
225
William Blair & Company
Illinois
$300K -$14.8K -161 -6%