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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
576
Clarius Group LLC
Washington
$297K -$43.7K -303 -12%
OQS
577
Occudo Quantitative Strategies
Florida
$295K +$305K +2,111 New
AIMCA
578
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$293K – – –
TSWM
579
Triangle Securities Wealth Management
North Carolina
$293K -$4.91K -34 -2%
CCFCSB
580
Cape Cod Five Cents Savings Bank
Massachusetts
$292K +$302K +2,094 New
Carson Wealth (CWM LLC)
581
Carson Wealth (CWM LLC)
Nebraska
$291K +$38.1K +264 +14%
GC
582
Guidance Capital
Kentucky
$289K – – –
CPA
583
Cardiff Park Advisors
California
$288K +$298K +2,065 New
CG
584
Colony Group
Massachusetts
$287K – – –
SCG
585
Sonata Capital Group
Washington
$287K – – –
AIM
586
Avity Investment Management
Connecticut
$285K -$43.3K -300 -13%
RBC
587
Romano Brothers & Co
Illinois
$284K +$25.3K +175 +9%
KWM
588
Kingsview Wealth Management
Oregon
$283K -$5.05K -35 -2%
IWM
589
IHT Wealth Management
Illinois
$283K +$29K +201 +11%
FTDI
590
First Trust Direct Indexing
Massachusetts
$280K +$22.5K +156 +8%
PTC
591
Private Trust Company
Ohio
$280K -$144 -1 -0%
FMAEN1
592
Fund Management at Engine No 1
California
$279K +$26K +180 +10%
PWP
593
Principle Wealth Partners
Connecticut
$279K – – –
HCM
594
Hengehold Capital Management
Ohio
$277K – – –
HWA
595
Heritage Wealth Advisors
Virginia
$276K – – –
RIG
596
Renaissance Investment Group
Massachusetts
$272K – – –
SPC
597
Stewart & Patten Company
California
$272K – – –
HI
598
Horizon Investments
North Carolina
$272K +$4.04K +28 +1%
VVP
599
Venture Visionary Partners
Ohio
$265K – – –
CWM
600
Compass Wealth Management
Connecticut
$265K – – –