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Name Holding Trade Value Shares
Change
Change in
Stake
CT
426
Caldwell Trust
Florida
$70.3K – – –
CCM
427
Chilton Capital Management
Texas
$66K +$65.4K +1,102 New
CFA
428
Carroll Financial Associates
North Carolina
$60K – – –
SCM
429
Silvant Capital Management
Georgia
$60K – – –
SWA
430
SOA Wealth Advisors
New York
$56K – – –
HI
431
Harbour Investments
Wisconsin
$55K -$303K -5,103 -85%
HFM
432
Harvest Fund Management
China
$50K – – –
MCM
433
MV Capital Management
Maryland
$50K +$43.3K +730 +664%
TWM
434
Tradition Wealth Management
Minnesota
$48K – – –
DCM
435
Dupont Capital Management
Delaware
$46K -$121K -2,041 -73%
CA
436
Cornerstone Advisory
Maryland
$46K +$44.8K +755 New
CFGS
437
Concourse Financial Group Securities
Alabama
$45K -$7.6K -128 -15%
NFSG
438
Newbridge Financial Services Group
Florida
$44K – – –
EBA
439
Eagle Bay Advisors
New York
$43K +$11.5K +194 +37%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$43K +$42.1K +709 New
FFA
441
Freedman Financial Associates
Massachusetts
$42K – – –
CWP
442
Concord Wealth Partners
Virginia
$37K +$19.5K +329 +112%
RTC
443
Riverview Trust Company
Washington
$36K – – –
BWM
444
Baystate Wealth Management
Massachusetts
$36K +$36K +606 New
FHA
445
First Horizon Advisors
Tennessee
$34K -$4.33K -73 -11%
Marshall Wace
446
Marshall Wace
United Kingdom
$32K +$31.5K +531 New
Northwestern Mutual Wealth Management
447
Northwestern Mutual Wealth Management
Wisconsin
$30K -$59 -1 -0.2%
JFA
448
JNBA Financial Advisors
Minnesota
$26K – – –
SC
449
SouthState Corp
Florida
$26K – – –
MA
450
Montag & Associates
Georgia
$25K – – –