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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
451
CIBC World Market
Ontario, Canada
$591K +$581K +5,268 New
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$573K +$56.7K +514 +11%
S
453
SimplyRich
California
$572K – – –
William Blair & Company
454
William Blair & Company
Illinois
$567K +$159K +1,439 +40%
CAM
455
Cypress Asset Management
Texas
$567K – – –
NWM
456
Nicola Wealth Management
British Columbia, Canada
$561K -$1.55M -14,000 -74%
PCH
457
Polar Capital Holdings
United Kingdom
$561K -$143K -1,300 -21%
AWM
458
Apollon Wealth Management
South Carolina
$550K +$34.5K +313 +7%
V
459
Veritable
Delaware
$549K +$11.3K +102 +2%
FTDI
460
First Trust Direct Indexing
Massachusetts
$542K +$38.7K +351 +8%
JC
461
Joho Capital
New York
$539K +$530K +4,800 New
OSAM
462
O'Shaughnessy Asset Management
Connecticut
$537K +$16.7K +151 +3%
DEA
463
DoubleLine ETF Adviser
Florida
$527K +$33.7K +305 +7%
IFU
464
iSAM Funds (UK)
United Kingdom
$519K +$510K +4,623 New
BPA
465
Beacon Pointe Advisors
California
$517K -$1.54K -14 -0.3%
S
466
SignatureFD
Georgia
$512K +$20K +181 +4%
ARMT
467
Amica Retiree Medical Trust
Rhode Island
$511K – – –
PA
468
Profund Advisors
Maryland
$511K +$148K +1,345 +42%
BFO
469
Biltmore Family Office
North Carolina
$509K – – –
STA
470
Summit Trail Advisors
New York
$507K +$32.2K +292 +7%
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$506K +$11.5K +104 +2%
BCM
472
Brasada Capital Management
Texas
$505K +$497K +4,500 New
BWM
473
BlackDiamond Wealth Management
New York
$502K +$20.6K +187 +4%
TFA
474
Toth Financial Advisory
Virginia
$500K +$492K +4,461 New
CCM
475
Coldstream Capital Management
Washington
$500K +$42.7K +387 +10%