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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
451
Portside Wealth Group
Utah
$657K +$79.2K +1,562 +14%
PAG
452
Private Advisor Group
New Jersey
$655K +$153K +3,010 +32%
Lido Advisors
453
Lido Advisors
California
$652K +$133K +2,620 +27%
PT
454
Plimoth Trust
Massachusetts
$652K -$12.7K -250 -2%
CA
455
Continuum Advisory
Idaho
$642K +$198K +3,910 +51%
BEAM
456
Baker Ellis Asset Management
Washington
$632K +$5.07K +100 +0.8%
I
457
InceptionR
California
$630K -$3.95K -78 -0.7%
OC
458
Oppenheimer & Co
New York
$622K -$333K -6,564 -36%
MSA
459
Marino Stram & Associates
Massachusetts
$621K +$10.2K +202 +2%
SC
460
Savant Capital
Illinois
$618K +$253K +4,984 +74%
LIM
461
Longfellow Investment Management
Massachusetts
$613K +$4.26K +84 +0.7%
TW
462
TritonPoint Wealth
Maryland
$606K -$1.01K -20 -0.2%
RIM
463
Rakuten Investment Management
Japan
$601K +$523K +10,328 +987%
SCI
464
S&CO Inc
Massachusetts
$600K
GC
465
Guidance Capital
Kentucky
$596K -$713K -14,066 -55%
EH
466
Equitable Holdings
New York
$596K -$54.3K -1,072 -9%
SFM
467
Systematic Financial Management
New Jersey
$591K +$557K +10,990 +5,495%
CSPIA
468
Cary Street Partners Investment Advisory
Virginia
$589K +$2.43K +48 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
469
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$585K +$62.6K +1,236 +13%
MCA
470
Millennium Capital Advisors
Arkansas
$580K
FCM
471
Fourpath Capital Management
Oklahoma
$578K -$13.6K -268 -2%
CCM
472
Coldstream Capital Management
Washington
$577K +$41.4K +816 +8%
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$573K +$3.24K +64 +0.6%
MIF
474
Mediolanum International Funds
Ireland
$562K +$544K +10,726 New
CW
475
CreativeOne Wealth
Kansas
$561K +$14.8K +292 +3%