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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
476
Carson Wealth (CWM LLC)
Nebraska
$895K +$67.7K +2,417 +9%
AWS
477
Atria Wealth Solutions
New York
$887K +$58.4K +2,086 +8%
BAMF
478
BI Asset Management Fondsmaeglerselskab
Denmark
$879K +$21.2K +756 +3%
A
479
AlphaQuest
New York
$874K +$814K +29,059 New
Focus Partners Wealth
480
Focus Partners Wealth
Massachusetts
$873K +$813K +29,021 New
JIP
481
Jaffetilchin Investment Partners
Florida
$864K +$804K +28,709 New
WIM
482
Westside Investment Management
California
$859K
SFM
483
Signet Financial Management
New Jersey
$858K +$532 +19 +0.1%
DA
484
Denali Advisors
California
$858K +$53.8K +1,922 +7%
FTDI
485
First Trust Direct Indexing
Massachusetts
$855K +$199K +7,089 +33%
AssetMark Inc
486
AssetMark Inc
California
$854K -$25.8K -920 -3%
DT
487
Diversified Trust
Tennessee
$848K +$276K +9,844 +54%
SA
488
Sage Advisors
Colorado
$846K +$787K +28,116 New
AWC
489
Abundance Wealth Counselors
Pennsylvania
$843K +$71.9K +2,568 +10%
BCWM
490
Bartlett & Co Wealth Management
Ohio
$841K +$162K +5,795 +27%
BC
491
Bartlett & Co
Ohio
$841K +$162K +5,795 +27%
WDA
492
Wendell David Associates
New Hampshire
$833K
SFA
493
Sequoia Financial Advisors
Ohio
$828K +$448K +15,982 +138%
NMIMC
494
Northwestern Mutual Investment Management Company
Wisconsin
$828K +$3.92K +140 +0.5%
Parallax Volatility Advisers
495
Parallax Volatility Advisers
California
$823K -$953K -34,016 -55%
CIBC World Market
496
CIBC World Market
Ontario, Canada
$820K +$16K +573 +2%
CA
497
Cetera Advisors
Colorado
$811K -$644 -23 -0.1%
PAS
498
Park Avenue Securities
New York
$809K -$86.1K -3,076 -10%
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$809K -$323K -11,531 -30%
Baird Financial Group
500
Baird Financial Group
Wisconsin
$805K -$149K -5,308 -17%