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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
426
Coldstream Capital Management
Washington
$699K +$54K +320 +9%
CAMG
427
CWA Asset Management Group
Florida
$693K +$649K +3,848 New
DFCM
428
Dark Forest Capital Management
Puerto Rico
$690K +$647K +3,832 New
PRWA
429
Platte River Wealth Advisors
Colorado
$689K
BWM
430
Buckley Wealth Management
Nevada
$687K +$12K +71 +2%
LIM
431
Loudon Investment Management
New Hampshire
$683K
TCM
432
Twin Capital Management
Pennsylvania
$677K -$269K -1,593 -30%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$670K -$7.43K -44 -1%
HWAM
434
Hennion & Walsh Asset Management
New Jersey
$669K -$17.9K -106 -3%
CFG
435
Copley Financial Group
California
$659K +$618K +3,660 New
WSFS
436
Wilmington Savings Fund Society
Delaware
$654K +$612K +3,629 New
VFA
437
Values First Advisors
Tennessee
$652K -$1.01K -6 -0.2%
MG
438
Mather Group
Illinois
$649K -$32.4K -192 -5%
Mercer Global Advisors
439
Mercer Global Advisors
Colorado
$644K +$1.86K +11 +0.3%
PAS
440
Park Avenue Securities
New York
$640K -$37K -219 -6%
DWA
441
Douglass Winthrop Advisors
New York
$640K
Two Sigma Investments
442
Two Sigma Investments
New York
$639K -$31.9K -189 -5%
CCA
443
Checchi Capital Advisers
California
$608K -$169 -1 -0%
Capstone Investment Advisors
444
Capstone Investment Advisors
New York
$608K -$52.5K -311 -8%
GFP
445
Gryphon Financial Partners
Ohio
$608K +$20.9K +124 +4%
VAS
446
Vestmark Advisory Solutions
Massachusetts
$607K +$506 +3 +0.1%
Simplex Trading
447
Simplex Trading
Illinois
$593K +$555K +3,291 New
IF
448
Intrua Financial
Texas
$571K -$59.1K -350 -10%
ECM
449
Everence Capital Management
Indiana
$568K
AA
450
Auxano Advisors
Washington
$566K +$506 +3 +0.1%