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Name Holding Trade Value Shares
Change
Change in
Stake
MSA
576
MUFG Securities Americas
New York
$604K +$642K +28,302 New
CPSAC
577
Chas P. Smith & Associates (CPS)
Florida
$603K -$103K -4,527 -14%
AWM
578
Avior Wealth Management
Nebraska
$586K -$10.7K -473 -2%
XF
579
XML Financial
Maryland
$583K -$7.94K -350 -1%
KJWM
580
Kiley Juergens Wealth Management
Washington
$579K +$11.3K +500 +2%
HA
581
Harbor Advisors
Florida
$575K -$18K -795 -3%
HI
582
Horizon Investments
North Carolina
$575K -$559K -24,641 -48%
CCM
583
Coldstream Capital Management
Washington
$569K +$14.9K +656 +3%
MEG
584
Millstone Evans Group
Colorado
$565K +$600K +26,443 New
HI
585
Humankind Investments
New York
$559K -$39.2K -1,729 -6%
EF
586
Empirical Finance
Pennsylvania
$558K +$17.8K +786 +3%
FHB
587
First Hawaiian Bank
Hawaii
$557K +$159K +6,997 +37%
GSEP
588
Golden State Equity Partners
California
$548K +$510K +22,514 +716%
SAM
589
Shell Asset Management
Netherlands
$547K +$235K +10,378 +68%
Wealthfront Advisers
590
Wealthfront Advisers
California
$540K +$146K +6,450 +34%
GWP
591
Gen-Wealth Partners
Michigan
$537K -$16.6K -731 -3%
PL
592
Perpetual Ltd
Australia
$537K -$4.78K -211 -0.8%
FHA
593
First Horizon Advisors
Tennessee
$535K +$13.2K +580 +2%
Group One Trading
594
Group One Trading
Illinois
$535K -$1.11M -48,987 -66%
Carson Wealth (CWM LLC)
595
Carson Wealth (CWM LLC)
Nebraska
$534K +$47.7K +2,103 +9%
CSC
596
Caldwell Sutter Capital
California
$526K +$23.6K +1,042 +4%
PA
597
Profund Advisors
Maryland
$525K -$123K -5,424 -18%
AAM
598
Auxier Asset Management
Oregon
$523K -$907 -40 -0.2%
JF
599
Joule Financial
Kentucky
$523K +$555K +24,474 New
WF
600
Welch & Forbes
Massachusetts
$520K