Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
601
Ashton Thomas Private Wealth
Arizona
$391K +$363K +1,489 New
EWA
602
EverSource Wealth Advisors
Alabama
$388K +$22.9K +94 +7%
BHCM
603
Brevan Howard Capital Management
Jersey
$387K -$52.1K -214 -13%
AIMA
604
Ables Iannone Moore & Associates
Georgia
$387K -$18.3K -75 -5%
FIM
605
Freedom Investment Management
Connecticut
$380K -$31.9K -131 -8%
SC
606
SummitTX Capital
Texas
$380K +$353K +1,448 New
MHIC
607
Marble Harbor Investment Counsel
Massachusetts
$377K – – –
William Blair Investment Management
608
William Blair Investment Management
Illinois
$376K -$5.36K -22 -2%
HC
609
Hara Capital
Washington
$375K – – –
SF
610
Synovus Financial
Georgia
$374K +$8.77K +36 +3%
CFO
611
Callan Family Office
Pennsylvania
$373K +$346K +1,421 New
FCM
612
Frontier Capital Management
Massachusetts
$370K – – –
BPWM
613
BCS Private Wealth Management
New Jersey
$368K +$341K +1,402 New
JG
614
Jain Global
New York
$367K +$73.5K +302 +28%
CW
615
CreativeOne Wealth
Kansas
$365K -$41.9K -172 -11%
NWM
616
Northcape Wealth Management
New York
$363K – – –
CWM
617
Compass Wealth Management
Connecticut
$362K – – –
OC
618
Oppenheimer & Co
New York
$358K -$114K -467 -25%
PTC
619
Private Trust Company
Ohio
$357K -$5.11K -21 -2%
JWCA
620
J.W. Cole Advisors
Florida
$356K +$30.2K +124 +10%
BBP
621
Banco BTG Pactual
Brazil
$351K -$549K -2,255 -63%
MIF
622
Mediolanum International Funds
Ireland
$348K +$325K +1,336 New
ACM
623
Advisors Capital Management
New Jersey
$345K +$7.79K +32 +2%
CPCPP
624
Canada Post Corporation Pension Plan
Canada
$345K +$320K +1,313 New
SWP
625
Stratos Wealth Partners
Ohio
$344K +$487 +2 +0.2%