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Name Holding Trade Value Shares
Change
Change in
Stake
AG
576
Ascent Group
Virginia
$210K +$218K +2,608 New
FWI
577
Facet Wealth Inc
Maryland
$208K +$217K +2,591 New
MFG
578
Midwest Financial Group
Kansas
$208K -$8.38K -100 -4%
DWP
579
Daymark Wealth Partners
Ohio
$206K +$215K +2,566 New
CI
580
Cigna Investments
Connecticut
$206K
BFIM
581
Beese Fulmer Investment Management
Ohio
$204K -$185K -2,206 -46%
EAM
582
Empirical Asset Management
Massachusetts
$204K -$581K -6,938 -73%
Envestnet Portfolio Solutions
583
Envestnet Portfolio Solutions
Illinois
$203K -$91K -1,087 -30%
FFA
584
Fi3 Financial Advisors
Indiana
$202K -$104K -1,242 -33%
IWA
585
Inspirion Wealth Advisors
Illinois
$201K
QFW
586
QTR Family Wealth
Florida
$201K -$331K -3,956 -62%
ERSOT
587
Employees Retirement System of Texas
Texas
$189K
TWD
588
True Wealth Design
Ohio
$189K -$80.2K -957 -29%
CI
589
Corient IA
Florida
$179K -$22.6K -270 -11%
C
590
Covestor
United Kingdom
$176K -$65.3K -780 -26%
MCM
591
MAI Capital Management
Ohio
$167K +$117K +1,396 +204%
SPIA
592
Steward Partners Investment Advisory
New York
$167K +$55.5K +663 +47%
IUHSA
593
Itau Unibanco Holding S.A.
Brazil
$167K
ACM
594
Aster Capital Management
United Arab Emirates
$164K +$187K +2,227 New
SAM
595
Smartleaf Asset Management
Massachusetts
$160K +$24.6K +294 +17%
AssetMark Inc
596
AssetMark Inc
California
$141K +$40.9K +488 +38%
IA
597
IFP Advisors
Florida
$135K -$129K -1,546 -48%
GI
598
GAMMA Investing
California
$133K +$17.4K +208 +14%
QL
599
Quarry LP
New York
$125K +$29.4K +351 +29%
KFAS
600
Keating Financial Advisory Services
Kansas
$123K +$1.51K +18 +1%