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Name Holding Trade Value Shares
Change
Change in
Stake
WW
326
Waterfront Wealth
Kansas
$695K – – –
PL
327
Pluribus Labs
California
$676K +$645K +7,593 New
PA
328
Parallel Advisors
California
$673K -$140K -1,651 -18%
PCM
329
Prelude Capital Management
New York
$673K +$642K +7,559 New
SCM
330
Stevens Capital Management
Pennsylvania
$662K +$632K +7,435 New
TU
331
TDAM USA
Ontario, Canada
$659K -$7.2M -84,716 -92%
AWE
332
Avidian Wealth Enterprises
Texas
$646K +$3.31K +39 +0.5%
BMSSC
333
B. Metzler seel. Sohn & Co
Germany
$646K +$120K +1,413 +24%
ECM
334
Everence Capital Management
Indiana
$641K – – –
VIA
335
Vident Investment Advisory
Georgia
$632K -$13.2K -155 -2%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$626K +$597K +7,030 New
CA
337
Cetera Advisors
Colorado
$623K -$329K -3,867 -36%
WP
338
Wedgewood Partners
Missouri
$614K – – –
MA
339
Mutual Advisors
Nebraska
$614K +$34K +400 +6%
FDS
340
First Dallas Securities
Texas
$609K -$8.5K -100 -1%
KRSITF
341
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$606K -$4.08K -48 -0.7%
SFA
342
Sequoia Financial Advisors
Ohio
$605K +$578K +6,797 New
FWCM
343
Ferguson Wellman Capital Management
Oregon
$604K -$105K -1,233 -15%
HIA
344
Harbor Investment Advisory
Maryland
$603K -$29.7K -350 -5%
LC
345
Lavaca Capital
Texas
$602K +$2.63K +31 +0.5%
SPIA
346
Steward Partners Investment Advisory
New York
$602K +$34.8K +409 +6%
MCM
347
MAI Capital Management
Ohio
$588K +$152K +1,793 +37%
Baird Financial Group
348
Baird Financial Group
Wisconsin
$587K -$41.6K -490 -7%
SS
349
Simplicity Solutions
Minnesota
$586K +$270K +3,180 +93%
BBVA
350
Banco Bilbao Vizcaya Argentaria
Spain
$574K +$12.5K +147 +2%