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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
476
Carson Wealth (CWM LLC)
Nebraska
$710K -$255K -6,022 -29%
IAS
477
Investment Advisory Services
Texas
$710K -$254K -5,989 -29%
AAM
478
Advisors Asset Management
Colorado
$697K -$207K -4,876 -25%
PA
479
Pinnacle Associates
New York
$696K -$249K -5,872 -29%
MCM
480
MAI Capital Management
Ohio
$694K -$246K -5,808 -28%
PTP
481
Platform Technology Partners
New York
$691K -$259K -6,108 -30%
SWM
482
SeaCrest Wealth Management
New York
$689K -$240K -5,663 -28%
BPA
483
Beacon Pointe Advisors
California
$688K +$156K +3,690 +34%
GWM
484
Geneos Wealth Management
Colorado
$686K -$223K -5,269 -27%
FWCM
485
Ferguson Wellman Capital Management
Oregon
$682K -$244K -5,756 -29%
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$682K -$205K -4,832 -25%
EP
487
Eudaimonia Partners
Tennessee
$669K +$595K +14,038 New
IRC
488
Investors Research Corp
Georgia
$665K -$238K -5,612 -29%
NA
489
NewEdge Advisors
Louisiana
$655K +$65.7K +1,551 +13%
HTC
490
Haverford Trust Company
Pennsylvania
$651K -$259K -6,120 -31%
TI
491
Tidal Investments
Wisconsin
$640K -$132K -3,116 -19%
LIA
492
LSP Investment Advisors
New York
$632K -$24.8M -584,453 -98%
KC
493
Kepos Capital
New York
$629K -$75.3K -1,778 -12%
ISWM
494
Independent Solutions Wealth Management
New York
$624K -$157K -3,708 -22%
GG
495
Gofen & Glossberg
Illinois
$623K -$233K -5,505 -30%
FDCDDQ
496
Federation des caisses Desjardins du Quebec
Quebec, Canada
$615K -$162K -3,813 -23%
RIM
497
Redpoint Investment Management
Australia
$601K -$1.63M -38,551 -75%
SC
498
Steph & Co
Wisconsin
$596K -$175K -4,134 -25%
SFS
499
Sowell Financial Services
Arkansas
$595K -$785K -18,539 -60%
PFO
500
Pathstone Family Office
New Jersey
$593K -$244K -5,749 -32%