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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
651
Carson Wealth (CWM LLC)
Nebraska
$161K – – –
HCM
652
Highlander Capital Management
New Jersey
$160K – – –
OC
653
Oakworth Capital
Alabama
$156K – – –
LFASL
654
Lugano Financial Advisors SA (LFA)
Switzerland
$154K – – –
IA
655
IFP Advisors
Florida
$153K -$15.9K -872 -10%
FHA
656
First Horizon Advisors
Tennessee
$150K +$1.15K +63 +0.8%
FWM
657
Focused Wealth Management
New York
$144K – – –
HRC
658
Hoertkorn Richard Charles
$140K – – –
TPWA
659
TRUE Private Wealth Advisors
Oregon
$139K +$109 +6 +0.1%
GCM
660
Gables Capital Management
Florida
$138K – – –
Bank Julius Baer & Co
661
Bank Julius Baer & Co
Switzerland
$133K -$182 -10 -0.1%
SCM
662
Silvant Capital Management
Georgia
$133K – – –
AF
663
Advisornet Financial
Minnesota
$122K -$137K -7,487 -54%
QCG
664
Quadrant Capital Group
Ohio
$121K +$15.3K +839 +15%
EP
665
Eudaimonia Partners
Tennessee
$114K +$2.15K +118 +2%
CSPIA
666
Cary Street Partners Investment Advisory
Virginia
$109K +$105K +5,756 New
SFSIG
667
San Francisco Sentry Investment Group
California
$101K -$10.9K -597 -10%
VFA
668
Valeo Financial Advisors
Indiana
$101K -$3.5K -192 -3%
CCM
669
Covington Capital Management
California
$101K – – –
T
670
TOBAM
France
$93K +$89.2K +4,888 New
OSAM
671
O'Shaughnessy Asset Management
Connecticut
$92K +$18.9K +1,035 +27%
AIM
672
Anchor Investment Management
South Carolina
$90.9K – – –
RIM
673
Rampart Investment Management
Connecticut
$84K -$326K -17,882 -80%
ICM
674
Islay Capital Management
Texas
$84K +$80.7K +4,425 New
GAM
675
Gemmer Asset Management
California
$83K +$91 +5 +0.1%