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Name Holding Trade Value Shares
Change
Change in
Stake
FRM
476
Fox Run Management
Connecticut
$1.36M -$878K -1,557 -38%
KJHP
477
K.J. Harrison & Partners
Ontario, Canada
$1.34M -$1.69M -3,000 -55%
FPAS
478
Focus Partners Advisor Solutions
Missouri
$1.34M +$526K +932 +60%
CWM
479
Cabot Wealth Management
Massachusetts
$1.34M -$109K -194 -7%
MCC
480
Malaga Cove Capital
California
$1.31M +$44.5K +79 +3%
AWM
481
Accurate Wealth Management
Florida
$1.31M +$1.37M +2,434 New
DWM
482
Diversify Wealth Management
Utah
$1.29M +$423K +750 +53%
OAM
483
Ostrum Asset Management
France
$1.28M +$315K +558 +31%
SOAM
484
SBI Okasan Asset Management
Japan
$1.28M
DWM
485
Dynasty Wealth Management
Florida
$1.27M +$17.5K +31 +1%
NMIMC
486
Northwestern Mutual Investment Management Company
Wisconsin
$1.27M -$27.6K -49 -2%
CG
487
Caprock Group
Idaho
$1.27M -$286K -508 -18%
WWM
488
Waterway Wealth Management
Texas
$1.25M +$1.31M +2,321 New
NW
489
NewEdge Wealth
Pennsylvania
$1.24M -$815K -1,445 -38%
AssetMark Inc
490
AssetMark Inc
California
$1.24M +$45.1K +80 +4%
MT
491
Midwest Trust
Kansas
$1.23M -$74.4K -132 -5%
TCA
492
Transcend Capital Advisors
New Jersey
$1.22M +$371K +658 +41%
LNWTC
493
Laird Norton Wetherby Trust Company
Washington
$1.21M -$81.2K -144 -6%
BCM
494
Boreal Capital Management
Florida
$1.2M +$205K +363 +19%
Cambridge Investment Research Advisors
495
Cambridge Investment Research Advisors
Iowa
$1.16M -$143K -254 -11%
EWA
496
EP Wealth Advisors
California
$1.16M +$54.7K +97 +5%
KeyBank National Association
497
KeyBank National Association
Ohio
$1.16M +$60.3K +107 +5%
CW
498
CreativeOne Wealth
Kansas
$1.15M +$5.64K +10 +0.5%
LC
499
Lincoln Capital
Nebraska
$1.14M -$217K -384 -15%
MGP
500
Metis Global Partners
California
$1.14M -$168K -298 -12%