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Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
651
Dodge & Cox
California
$574K -$52.1K -155 -8%
CQS
652
Credential Qtrade Securities
$573K +$43K +128 +8%
CFM
653
Capricorn Fund Managers
United Kingdom
$572K +$570K +1,694 New
CRWM
654
Castle Rock Wealth Management
California
$570K
CT
655
Chicago Trust
Illinois
$569K +$96.2K +286 +20%
WKWM
656
Walter & Keenan Wealth Management
Indiana
$567K
XT
657
XTX Topco
Cayman Islands
$564K +$113K +335 +25%
FTDI
658
First Trust Direct Indexing
Massachusetts
$560K
TAM
659
Trust Asset Management
Texas
$548K +$20.2K +60 +4%
Carson Wealth (CWM LLC)
660
Carson Wealth (CWM LLC)
Nebraska
$546K +$183K +543 +50%
VCA
661
Verdence Capital Advisors
Maryland
$537K +$9.42K +28 +2%
AAM
662
Advisors Asset Management
Colorado
$536K -$27.2K -81 -5%
ST
663
Spinnaker Trust
Maine
$535K
MCM
664
MAI Capital Management
Ohio
$533K -$2.69K -8 -0.5%
SCA
665
Snowden Capital Advisors
New York
$530K +$210K +624 +66%
CG
666
Caprock Group
Idaho
$524K -$11.8K -35 -2%
CRC
667
Curi RMB Capital
Illinois
$524K +$1.01K +3 +0.2%
BFS
668
Bradley Foster & Sargent
Connecticut
$524K +$238K +707 +83%
Cerity Partners
669
Cerity Partners
New York
$523K -$136K -404 -21%
UCFA
670
United Capital Financial Advisors
Texas
$518K +$24.2K +72 +5%
PCA
671
Personal Capital Advisors
California
$515K -$29.6K -88 -5%
CIC
672
Carnegie Investment Counsel
Ohio
$509K -$34.3K -102 -6%
BDA
673
Borer Denton & Associates
Pennsylvania
$506K +$504K +1,500 New
AWM
674
Axxcess Wealth Management
California
$504K +$128K +380 +34%
ACM
675
AlphaCrest Capital Management
New York
$503K -$50.4K -150 -9%