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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
526
Fi3 Financial Advisors
Indiana
$324K +$316K +3,759 New
A
527
AlphaQuest
New York
$321K +$296K +3,516 +1,724%
AWM
528
Ariadne Wealth Management
California
$321K -$63.1K -750 -18%
Nisa Investment Advisors
529
Nisa Investment Advisors
Missouri
$317K +$166K +1,969 +115%
Envestnet Portfolio Solutions
530
Envestnet Portfolio Solutions
Illinois
$312K +$37.5K +446 +14%
CIM
531
Cambria Investment Management
California
$311K -$13.9K -165 -4%
UCFA
532
United Capital Financial Advisors
Texas
$310K +$303K +3,594 New
CCIA
533
Campbell & Co Investment Adviser
Maryland
$310K -$4.5M -53,440 -94%
NPT
534
National Philanthropic Trust
Pennsylvania
$306K
MGP
535
Metis Global Partners
California
$304K -$20.4K -242 -6%
FAM
536
Fred Alger Management
New York
$304K +$296K +3,522 New
SF
537
Symphony Financial
Texas
$304K +$296K +3,522 New
CWM
538
Calamos Wealth Management
Illinois
$304K -$24.3K -289 -8%
WPC
539
Wedmont Private Capital
Pennsylvania
$302K +$23.7K +282 +9%
MOS
540
MGO One Seven
Ohio
$301K +$31.6K +376 +12%
PA
541
Parallel Advisors
California
$296K +$58.4K +694 +25%
IRP
542
Investment Research Partners
Pennsylvania
$293K +$17.1K +203 +6%
AP
543
Americana Partners
Texas
$292K
BIM
544
Bridges Investment Management
Nebraska
$291K +$283K +3,367 New
MFG
545
Menard Financial Group
Texas
$287K
P
546
&Partners
Tennessee
$287K +$280K +3,322 New
RWM
547
Ritholtz Wealth Management
New York
$286K +$279K +3,309 New
TWD
548
True Wealth Design
Ohio
$285K +$86K +1,022 +45%
WFI
549
West Family Investments
California
$283K +$39.8K +473 +17%
FWP
550
Flatrock Wealth Partners
California
$281K +$274K +3,256 New