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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
576
Avidian Wealth Enterprises
Texas
$363K +$323K +4,409 New
NIM
577
NuWave Investment Management
New Jersey
$358K +$318K +4,342 New
CT
578
Coastline Trust
Rhode Island
$357K
ECM
579
Evergreen Capital Management
Washington
$356K +$317K +4,323 New
AC
580
ASB Consultores
Florida
$353K +$314K +4,285 New
CI
581
Conning Inc
Connecticut
$352K -$2.35K -32 -0.7%
JWCA
582
J.W. Coons Advisors
Ohio
$347K +$311K +4,241 New
DWM
583
Drive Wealth Management
Utah
$343K +$305K +4,166 New
WWM
584
Western Wealth Management
Colorado
$343K +$306K +4,171 New
CPFP
585
Clear Perspectives Financial Planning
Ohio
$339K
PA
586
Procyon Advisors
Connecticut
$334K +$47.9K +654 +19%
Lido Advisors
587
Lido Advisors
California
$332K +$4.18K +57 +1%
LOAMS
588
Lombard Odier Asset Management (Switzerland)
Switzerland
$332K +$295K +4,024 New
EN1L
589
Engine No 1 LLC
California
$329K +$292K +3,992 New
HIA
590
Harbor Investment Advisory
Maryland
$324K +$10.1K +138 +4%
AIA
591
Angeles Investment Advisors
California
$319K +$8.13K +111 +3%
BAM
592
Blueshift Asset Management
New Jersey
$319K +$283K +3,868 New
KOC
593
Koss-Olinger Consulting
Florida
$318K +$7.47K +102 +3%
CAL
594
Capital Advisors Ltd
Ohio
$318K +$15.4K +210 +6%
TWM
595
TriaGen Wealth Management
California
$313K -$5.2K -71 -2%
T
596
TOBAM
France
$312K
DSC
597
Duncker Streett & Co
Missouri
$311K -$116K -1,580 -30%
CCA
598
Checchi Capital Advisers
California
$311K +$806 +11 +0.3%
SOW
599
State of Wyoming
Wyoming
$303K +$6.01K +82 +2%
KeyBank National Association
600
KeyBank National Association
Ohio
$303K +$269K +3,678 New