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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
376
KeyBank National Association
Ohio
$620K +$109K +259 +26%
ACM
377
Allred Capital Management
Texas
$615K +$15.1K +36 +3%
P
378
Paradiem
Louisiana
$601K +$482K +1,146 New
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$591K – – –
SI
380
Shaker Investments
Ohio
$589K +$2.1K +5 +0.4%
SSWM
381
Sheets Smith Wealth Management
North Carolina
$586K +$505K +1,201 New
RhumbLine Advisers
382
RhumbLine Advisers
Massachusetts
$583K +$58.9K +140 +13%
HSA
383
HBK Sorce Advisory
Pennsylvania
$576K -$54.3K -129 -10%
AWM
384
Altium Wealth Management
New York
$568K +$78.3K +186 +19%
W
385
WealthStone
Ohio
$563K +$46.7K +111 +11%
DWM
386
Defined Wealth Management
Oregon
$558K +$481K +1,144 New
Bank of Nova Scotia
387
Bank of Nova Scotia
Ontario, Canada
$555K -$79.5K -189 -14%
ACA
388
Atlas Capital Advisors
Wyoming
$552K -$139K -330 -23%
Cerity Partners
389
Cerity Partners
New York
$543K +$468K +1,113 New
FCH
390
Freestone Capital Holdings
Washington
$536K +$421K +1,000 +1,000%
BCA
391
Bay Colony Advisors
Massachusetts
$535K +$10.5K +25 +2%
CRCM
392
Corbett Road Capital Management
Virginia
$534K -$16K -38 -3%
APA
393
American Portfolios Advisors
New York
$532K -$15.6K -37 -3%
Daiwa Securities Group
394
Daiwa Securities Group
Japan
$519K +$169K +402 +61%
BTWM
395
Baker Tilly Wealth Management
Wisconsin
$518K +$447K +1,062 New
EB
396
Eastern Bank
Massachusetts
$505K – – –
Group One Trading
397
Group One Trading
Illinois
$504K +$435K +1,034 New
CG
398
Colony Group
Massachusetts
$500K -$32.4K -77 -7%
EM
399
ELCO Management
New York
$499K – – –
OFS
400
OneAscent Financial Services
Alabama
$496K -$753K -1,790 -64%