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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
451
Western Wealth Management
Colorado
$553K +$530K +6,159 New
AAM
452
Advisors Asset Management
Colorado
$550K -$290K -3,372 -35%
CRB
453
Chad R. Baker
$538K +$516K +5,995 New
CG
454
Caprock Group
Idaho
$532K -$53.8K -625 -10%
Nomura Holdings
455
Nomura Holdings
Japan
$525K -$413K -4,791 -45%
APM
456
Advanced Portfolio Management
New York
$517K +$496K +5,766 New
CCM
457
Coldstream Capital Management
Washington
$512K +$157K +1,820 +47%
FAM
458
Fred Alger Management
New York
$510K
Wealthfront Advisers
459
Wealthfront Advisers
California
$508K -$487K -5,660 -50%
OSAM
460
O'Shaughnessy Asset Management
Connecticut
$505K -$98K -1,138 -17%
OR
461
Olympiad Research
Connecticut
$504K +$483K +5,614 New
PCM
462
Prelude Capital Management
New York
$504K +$483K +5,614 New
NW
463
NewEdge Wealth
Pennsylvania
$501K +$289K +3,359 +151%
VSQM
464
V-Square Quantitative Management
Illinois
$499K +$158K +1,835 +49%
QPW
465
Quantum Private Wealth
Florida
$495K +$475K +5,519 New
CIM
466
Confluence Investment Management
Missouri
$494K -$31.2K -362 -6%
LOAMU
467
Lombard Odier Asset Management (USA)
New York
$493K +$129K +1,500 +38%
MFS
468
Mirabella Financial Services
United Kingdom
$493K -$4.12M -47,799 -90%
KAS
469
Kestra Advisory Services
Texas
$493K +$48K +558 +11%
Mercer Global Advisors
470
Mercer Global Advisors
Colorado
$487K -$6.89K -80 -1%
AWM
471
Apollon Wealth Management
South Carolina
$486K -$54.8K -637 -11%
FA
472
FDx Advisors
Illinois
$485K +$84.4K +980 +22%
VAS
473
Vestmark Advisory Solutions
Massachusetts
$484K +$277K +3,213 +147%
IC
474
IEQ Capital
California
$477K -$493K -5,722 -52%
BMCM
475
Bryn Mawr Capital Management
Pennsylvania
$474K +$26.7K +310 +6%