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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$322K +$59.2K +571 +23%
SCA
202
Snowden Capital Advisors
New York
$314K +$304K +2,933 New
Baird Financial Group
203
Baird Financial Group
Wisconsin
$311K
VI
204
Vestcor Inc
New Brunswick, Canada
$310K +$195K +1,885 +187%
WFS
205
Widmann Financial Services
Maryland
$307K +$297K +2,868 New
TCG
206
Transcendent Capital Group
Oklahoma
$302K -$330K -3,182 -53%
JF
207
Jump Financial
Illinois
$297K +$287K +2,769 New
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$296K +$68K +656 +31%
Lazard Asset Management
209
Lazard Asset Management
New York
$294K +$89.9K +867 +46%
BC
210
Burney Company
Virginia
$294K +$54.4K +525 +24%
A
211
AlphaQuest
New York
$287K -$702K -6,775 -72%
Lido Advisors
212
Lido Advisors
California
$286K +$7.98K +77 +3%
CIM
213
Contravisory Investment Management
Massachusetts
$281K -$10.2K -98 -4%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$280K
EC
215
EntryPoint Capital
New York
$276K
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$276K +$31.4K +303 +13%
QCM
217
QRG Capital Management
Illinois
$273K +$26.1K +252 +11%
AIP
218
Ameritas Investment Partners
Nebraska
$266K
X
219
Xponance
Pennsylvania
$252K +$1.97K +19 +0.8%
TVPW
220
Third View Private Wealth
Connecticut
$238K +$230K +2,220 New
Ensign Peak Advisors
221
Ensign Peak Advisors
Utah
$234K -$446K -4,300 -66%
GCM
222
Gallacher Capital Management
Colorado
$221K -$181K -1,749 -46%
Osaic Holdings
223
Osaic Holdings
Arizona
$220K +$128K +1,234 +150%
OHIS
224
Oak Harvest Investment Services
Texas
$217K -$49.2K -475 -19%
CWM
225
CIBC World Markets
New York
$211K +$204K +1,965 New