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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$742K +$44.9K +207 +6%
CC
552
Chicago Capital
Illinois
$734K -$132K -606 -14%
KFA
553
Kelleher Financial Advisors
New York
$718K – – –
SIA
554
Strategic Investment Advisors
Michigan
$709K +$783K +3,605 New
BRWA
555
B. Riley Wealth Advisors
Florida
$702K +$12.2K +56 +2%
OAM
556
Ostrum Asset Management
France
$699K +$498K +2,294 +182%
LOIM
557
Liberty One Investment Management
Illinois
$699K -$14.5K -67 -2%
KOCAA
558
Knights of Columbus Asset Advisors
Connecticut
$698K +$32.4K +149 +4%
IWA
559
IVC Wealth Advisors
Pennsylvania
$694K -$5.43K -25 -0.7%
AAM
560
Advisors Asset Management
Colorado
$694K +$73.6K +339 +11%
FB
561
Fulton Bank
Pennsylvania
$681K +$21.7K +100 +3%
OWA
562
Outlook Wealth Advisors
Texas
$679K +$18.5K +85 +3%
FT
563
Fiduciary Trust
Massachusetts
$677K -$68K -313 -8%
RCM
564
Ratan Capital Management
Florida
$658K – – –
OHWP
565
Oak Harbor Wealth Partners
North Carolina
$651K +$48.4K +223 +7%
BFM
566
Boothbay Fund Management
New York
$648K -$6.46M -29,749 -90%
PWM
567
Perigon Wealth Management
California
$647K -$25.6K -118 -3%
BOM
568
Bank of Marin
California
$645K -$45.2K -208 -6%
FFA
569
First Foundation Advisors
California
$643K -$65.4K -301 -8%
GTAM
570
Global Trust Asset Management
Florida
$638K -$29.3K -135 -4%
D.E. Shaw & Co
571
D.E. Shaw & Co
New York
$630K -$43.4K -200 -6%
HCA
572
Harbor Capital Advisors
Illinois
$623K – – –
CW
573
CreativeOne Wealth
Kansas
$620K -$365K -1,680 -35%
CAM
574
Congress Asset Management
Massachusetts
$620K -$1.09K -5 -0.2%
VFA
575
Valeo Financial Advisors
Indiana
$613K +$287K +1,323 +74%