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Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
301
Russell Investments Group
United Kingdom
$547K +$97.4K +1,763 +25%
Focus Partners Wealth
302
Focus Partners Wealth
Massachusetts
$542K +$70.6K +1,278 +17%
CIM
303
Confluence Investment Management
Missouri
$538K +$48.9K +885 +11%
LSAG
304
Lake Street Advisors Group
New Hampshire
$529K -$34.4K -623 -7%
MGWM
305
Marks Group Wealth Management
Minnesota
$525K -$23.8K -431 -5%
Lido Advisors
306
Lido Advisors
California
$523K +$37.4K +677 +9%
BFA
307
Benedict Financial Advisors
Georgia
$522K
OWA
308
One Wealth Advisors
California
$519K -$663 -12 -0.1%
CLA
309
Carnegie Lake Advisors
New Jersey
$516K +$458K +8,300 New
PP
310
Pacifica Partners
Canada
$511K -$3.75K -68 -0.8%
JHCP
311
Jackson Hole Capital Partners
Oklahoma
$511K +$38.7K +700 +9%
OCM
312
Ovata Capital Management
Hong Kong
$509K
GCM
313
Gallacher Capital Management
Colorado
$507K +$6.08K +110 +1%
PWAM
314
Pinnacle West Asset Management
Wyoming
$506K +$12.4K +225 +3%
DCM
315
Driehaus Capital Management
Illinois
$502K +$896K +16,226 New
BCG
316
Breakwater Capital Group
New Jersey
$493K -$47.7K -863 -10%
AWE
317
Avidian Wealth Enterprises
Texas
$492K +$442 +8 +0.1%
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$487K +$576K +10,435 New
CGL
319
Clarius Group LLC
Washington
$486K -$180K -3,253 -29%
HCP
320
Hexagon Capital Partners
Arkansas
$480K -$24.2K -439 -5%
PCIA
321
Prime Capital Investment Advisors
Kansas
$480K -$53K -960 -11%
BBA
322
Baader Bank Aktiengesellschaft
Germany
$475K +$229K +4,140 +113%
WT
323
Whittier Trust
California
$474K -$92.1K -1,667 -18%
HFM
324
Hartford Funds Management
Pennsylvania
$472K -$65.3K -1,182 -13%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$467K -$75K -1,358 -15%