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Name Holding Trade Value Shares
Change
Change in
Stake
BP
351
Ballentine Partners
Massachusetts
$474K +$12.3K +205 +3%
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$466K +$33.9K +566 +8%
Nomura Holdings
353
Nomura Holdings
Japan
$463K +$480K +8,024 New
PCIA
354
Prime Capital Investment Advisors
Kansas
$460K -$649K -10,845 -58%
BCG
355
Breakwater Capital Group
New Jersey
$459K -$81.2K -1,357 -15%
SBIA
356
Sheaff Brock Investment Advisors
Indiana
$458K +$5.69K +95 +1%
OWA
357
One Wealth Advisors
California
$458K +$255K +4,254 +115%
PWM
358
Perigon Wealth Management
California
$455K +$5.69K +95 +1%
YIH
359
Y-Intercept (HK)
Hong Kong
$454K -$2.23M -37,249 -83%
AWE
360
Avidian Wealth Enterprises
Texas
$449K +$20.1K +335 +5%
PWAM
361
Pinnacle West Asset Management
Wyoming
$446K +$1.5K +25 +0.3%
AQR Capital Management
362
AQR Capital Management
Connecticut
$443K +$459K +7,673 New
VFA
363
Valeo Financial Advisors
Indiana
$439K -$52.9K -884 -11%
MCM
364
MAI Capital Management
Ohio
$437K -$34.8K -582 -7%
GCM
365
Gallacher Capital Management
Colorado
$436K +$44.2K +738 +11%
VWM
366
Venturi Wealth Management
Texas
$435K +$2.39K +40 +0.5%
JHCP
367
Jackson Hole Capital Partners
Oklahoma
$434K -$7.96K -133 -2%
PWPS
368
Pinnacle Wealth Planning Services
Ohio
$431K +$19.9K +333 +5%
AWM
369
Axxcess Wealth Management
California
$429K +$2.21K +37 +0.5%
HCA
370
Harbour Capital Advisors
Virginia
$426K +$431K +7,197 New
TA
371
TruWealth Advisors
Louisiana
$418K +$21.5K +360 +5%
LFA
372
Legacy Financial Advisors
Kentucky
$418K -$34.8K -581 -7%
CIM
373
Confluence Investment Management
Missouri
$417K -$5.63K -94 -1%
CWM
374
Chronos Wealth Management
Florida
$415K -$5.99K -100 -1%
IAIM
375
International Assets Investment Management
Florida
$414K +$17.6K +294 +4%