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Name Holding Trade Value Shares
Change
Change in
Stake
SC
626
Sepio Capital
Utah
$644K -$499K -6,266 -43%
Carson Wealth (CWM LLC)
627
Carson Wealth (CWM LLC)
Nebraska
$641K +$71.4K +896 +12%
WCM
628
Washington Capital Management
Washington
$640K -$77.3K -970 -11%
OCBCO
629
Oversea-Chinese Banking Corp (OCBC)
Singapore
$636K -$503K -6,308 -43%
IFG
630
Independent Financial Group
California
$626K -$151K -1,893 -19%
SBIA
631
Sheaff Brock Investment Advisors
Indiana
$616K
FTDI
632
First Trust Direct Indexing
Massachusetts
$616K -$277K -3,478 -30%
TCM
633
Tandem Capital Management
New Jersey
$612K +$630K +7,902 New
PHS
634
Pekin Hardy Strauss
Illinois
$611K +$95.2K +1,195 +18%
GEM
635
Global Endowment Management
North Carolina
$610K -$134K -1,686 -18%
CAM
636
Close Asset Management
United Kingdom
$607K +$92.2K +1,157 +17%
CAM
637
CenterStar Asset Management
Illinois
$600K +$211K +2,645 +52%
MFG
638
Magnus Financial Group
New York
$598K -$87.3K -1,096 -12%
NPT
639
National Philanthropic Trust
Pennsylvania
$596K +$612K +7,685 New
RIL
640
Rothschild Investment LLC
Illinois
$595K +$611K +7,672 New
IAA
641
Independent Advisor Alliance
North Carolina
$594K -$117K -1,470 -16%
Envestnet Portfolio Solutions
642
Envestnet Portfolio Solutions
Illinois
$593K -$116K -1,461 -16%
WDC
643
Woodward Diversified Capital
California
$589K -$23.9K -300 -4%
BPA
644
Beacon Pointe Advisors
California
$582K -$88.8K -1,115 -13%
BA
645
Bristlecone Advisors
Washington
$581K -$11.6K -145 -2%
LOIM
646
Liberty One Investment Management
Illinois
$580K -$43.7K -548 -7%
AI
647
Atom Investors
Texas
$579K +$596K +7,474 New
PTC
648
Private Trust Company
Ohio
$579K -$24.8K -311 -4%
USCWA
649
U.S. Capital Wealth Advisors
Texas
$577K +$593K +7,443 New
Kovitz Investment Group Partners
650
Kovitz Investment Group Partners
Illinois
$574K -$29.3K -368 -5%