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Name Holding Trade Value Shares
Change
Change in
Stake
TC
701
TownSquare Capital
Utah
$329K +$48.1K +214 +17%
BAMF
702
BI Asset Management Fondsmaeglerselskab
Denmark
$323K -$1.23M -5,492 -79%
Carson Wealth (CWM LLC)
703
Carson Wealth (CWM LLC)
Nebraska
$319K
NFG
704
Nations Financial Group
Iowa
$319K +$35.9K +160 +13%
QP
705
Quilter Plc
United Kingdom
$318K -$11.9K -53 -4%
CB
706
CNB Bank
Pennsylvania
$316K +$21.1K +94 +7%
EWM
707
Empirical Wealth Management
Washington
$315K +$38.4K +171 +14%
CG
708
Caprock Group
Idaho
$315K +$57.1K +254 +22%
TPWA
709
TRUE Private Wealth Advisors
Oregon
$315K +$77.3K +344 +32%
Caisse de Depot et Placement du Quebec (CDPQ)
710
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$314K -$267K -1,189 -46%
EI
711
Ellevest Inc
New York
$313K +$55.9K +249 +21%
SF
712
Synovus Financial
Georgia
$312K +$320K +1,424 New
ACM
713
Azimuth Capital Management
Michigan
$311K
GAM
714
Griffin Asset Management
New York
$309K -$3.37K -15 -1%
CWS
715
Cypress Wealth Services
California
$307K +$310K +1,380 New
MA
716
Montag & Associates
Georgia
$307K +$311K +1,383 New
CA
717
Calton & Associates
Florida
$305K +$308K +1,370 New
PPP
718
Private Portfolio Partners
New Jersey
$305K -$35.9K -160 -10%
LHC
719
Little House Capital
Massachusetts
$302K -$174K -775 -36%
CRCM
720
Corbett Road Capital Management
Virginia
$300K +$303K +1,348 New
RWB
721
RMR Wealth Builders
New Jersey
$298K -$283K -1,258 -48%
CCM
722
Coldstream Capital Management
Washington
$295K +$10.8K +48 +4%
KWM
723
Kingsview Wealth Management
Oregon
$295K +$68.7K +306 +30%
OC
724
Oakmont Corp
California
$293K
CHP
725
Cable Hill Partners
Oregon
$292K +$295K +1,314 New