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Name Holding Trade Value Shares
Change
Change in
Stake
BCAM
501
Boston Common Asset Management
Massachusetts
$367K -$8.78K -102 -2%
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$364K -$149K -1,730 -30%
BFG
503
Bleakley Financial Group
New Jersey
$361K -$110K -1,278 -24%
SS
504
Simplicity Solutions
Minnesota
$360K -$111K -1,290 -24%
PCH
505
Polar Capital Holdings
United Kingdom
$359K +$344K +4,000 New
CWM
506
Calamos Wealth Management
Illinois
$347K -$6.55M -76,103 -95%
NO
507
Ninety One
South Africa
$347K
WSCM
508
Wellington Shields Capital Management
New York
$343K
RJT
509
Raymond James Trust
Florida
$338K -$15.1K -175 -4%
GLR
510
Great Lakes Retirement
Ohio
$338K +$127K +1,471 +64%
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$329K -$40.8K -474 -11%
TAM
512
Townsend Asset Management
North Carolina
$324K -$5.17K -60 -2%
FAM
513
Formidable Asset Management
Ohio
$318K +$305K +3,544 New
PAG
514
Private Advisor Group
New Jersey
$316K +$303K +3,524 New
FFS
515
Founders Financial Securities
Maryland
$315K +$22.5K +261 +8%
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$306K +$102K +1,188 +53%
SB
517
Strategic Blueprint
Georgia
$305K +$9.13K +106 +3%
BP
518
Ballentine Partners
Massachusetts
$301K -$43.2K -502 -13%
SCA
519
Snowden Capital Advisors
New York
$299K +$9.82K +114 +4%
OFS
520
OneAscent Financial Services
Alabama
$299K +$66.7K +775 +30%
BFEC
521
Benjamin F. Edwards & Company
Missouri
$299K +$262K +3,048 +1,037%
BC
522
Burney Company
Virginia
$298K -$92.6K -1,075 -24%
STA
523
Summit Trail Advisors
New York
$297K -$6.46K -75 -2%
NIM
524
NEOS Investment Management
Connecticut
$294K +$87.4K +1,015 +45%
CP
525
Canopy Partners
Ohio
$293K +$281K +3,268 New