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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1401
Carson Wealth (CWM LLC)
Nebraska
$399K -$36.5K -206 -8%
PK
1402
Pflug Koory
Nebraska
$399K +$26.5K +150 +7%
CCA
1403
Clearwater Capital Advisors
Illinois
$398K – – –
KJWM
1404
Kiley Juergens Wealth Management
Washington
$398K +$405K +2,288 New
RCC
1405
Red Cedar Capital
Nebraska
$396K +$404K +2,280 New
PFS
1406
Prospera Financial Services
Texas
$394K -$120K -679 -23%
EWA
1407
Exencial Wealth Advisors
Oklahoma
$394K -$4.78K -27 -1%
CA
1408
Cornerstone Advisory
Maryland
$394K +$1.24K +7 +0.3%
WA
1409
WealthTrust Axiom
Pennsylvania
$392K – – –
BWP
1410
BSW Wealth Partners
Colorado
$390K +$2.3K +13 +0.6%
CAAS
1411
Capital Asset Advisory Services
Michigan
$388K – – –
PG
1412
Patten Group
Tennessee
$387K +$24.2K +137 +7%
CAM
1413
Covenant Asset Management
New Jersey
$387K +$60.3K +341 +18%
BHIA
1414
Birch Hill Investment Advisors
Massachusetts
$385K -$8.85K -50 -2%
HCM
1415
Highlander Capital Management
New Jersey
$383K – – –
CS
1416
Credential Securities
$382K +$1.95K +11 +0.5%
QIM
1417
Quest Investment Management
Oregon
$381K -$2.62M -14,825 -87%
AZA
1418
Arthur Zaske & Associates
Michigan
$372K +$125K +707 +49%
BCM
1419
Bienville Capital Management
New York
$371K +$26.2K +148 +7%
SWMG
1420
Signature Wealth Management Group
Georgia
$370K +$377K +2,128 New
EWG
1421
Executive Wealth Group
Washington
$368K +$375K +2,117 New
CTA
1422
Colonial Trust Advisors
South Carolina
$368K +$66.2K +374 +21%
HS
1423
HighVista Strategies
Massachusetts
$365K -$106K -600 -22%
GCC
1424
Game Creek Capital
Massachusetts
$365K +$372K +2,100 New
Treasurer of the State of North Carolina
1425
Treasurer of the State of North Carolina
North Carolina
$365K +$372K +2,100 New