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Name Holding Trade Value Shares
Change
Change in
Stake
BUB
651
BBVA USA Bancshares
Texas
$438K -$45.8K -831 -9%
CAN
652
Cetera Advisor Networks
California
$433K +$2.26K +41 +0.5%
WOC
653
West Oak Capital
California
$431K +$49.6K +900 +12%
CG
654
CFO4Life Group
Texas
$429K +$453K +8,228 New
WAM
655
Wealthspire Advisors (Maryland)
Maryland
$427K +$150K +2,725 +50%
TCM
656
TimesSquare Capital Management
New York
$427K +$452K +8,200 New
TI
657
Tidal Investments
Wisconsin
$425K +$41.3K +750 +10%
WANY
658
Wealthspire Advisors (New York)
New York
$425K +$183K +3,324 +69%
VCM
659
Virtue Capital Management
Tennessee
$425K +$449K +8,150 New
JWCA
660
J.W. Cole Advisors
Florida
$425K +$450K +8,161 New
Rockefeller Capital Management
661
Rockefeller Capital Management
New York
$423K +$154K +2,801 +52%
LOAMS
662
Lombard Odier Asset Management (Switzerland)
Switzerland
$423K +$448K +8,126 New
EH
663
Employers Holdings
Nevada
$417K +$90.4K +1,640 +26%
WA
664
WESPAC Advisors
California
$413K +$437K +7,927 New
ACS
665
Archford Capital Strategies
Illinois
$411K -$33.3K -604 -7%
SW
666
SVB Wealth
Massachusetts
$407K +$33.5K +608 +8%
CM
667
Columbus Macro
Pennsylvania
$403K -$79.9K -1,450 -16%
IBOK
668
Independence Bank of Kentucky
Kentucky
$402K +$341K +6,182 +405%
IC
669
IEQ Capital
California
$390K +$186K +3,379 +82%
PMG
670
ProVise Management Group
Florida
$390K +$412K +7,477 New
M
671
Mirova
France
$386K +$274K +4,968 +204%
CGL
672
Clarius Group LLC
Washington
$384K +$55 +1 +0%
Cetera Investment Advisers
673
Cetera Investment Advisers
Illinois
$379K +$401K +7,279 New
CG
674
Colony Group
Massachusetts
$373K +$496 +9 +0.1%
LOAME
675
Lombard Odier Asset Management (Europe)
United Kingdom
$372K +$393K +7,142 New