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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
501
Douglass Winthrop Advisors
New York
$556K
BRWA
502
B. Riley Wealth Advisors
Florida
$555K +$172K +3,226 +47%
KFA
503
Krane Funds Advisors
New York
$552K +$528K +9,918 New
II
504
Inspire Investing
Idaho
$551K -$258K -4,845 -33%
CI
505
Conning Inc
Connecticut
$543K -$27.6K -519 -5%
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$542K
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$538K -$42.1K -790 -8%
Nomura Holdings
508
Nomura Holdings
Japan
$538K +$515K +9,671 New
SPC
509
Sigma Planning Corp
Michigan
$536K +$72.7K +1,364 +16%
SLA
510
Silver Lake Advisory
Utah
$532K +$4.32K +81 +0.8%
CANY
511
Caxton Associates (New York)
New York
$529K +$506K +9,500 New
N
512
Natixis
France
$521K -$679K -12,750 -58%
DI
513
Disciplined Investments
Oklahoma
$515K +$193K +3,631 +65%
UR
514
USCA RIA
Texas
$513K -$1.65K -31 -0.3%
NFG
515
Next Financial Group
Texas
$513K +$71K +1,332 +17%
CCIA
516
Campbell & Co Investment Adviser
Maryland
$507K +$485K +9,113 New
GAM
517
Gould Asset Management
California
$506K
LBD
518
Landsberg Bennett & Dubbaneh
Florida
$504K +$34.5K +647 +8%
IAA
519
Independent Advisor Alliance
North Carolina
$503K +$101K +1,905 +27%
Walleye Trading
520
Walleye Trading
New York
$493K +$472K +8,861 New
PHK
521
Point72 Hong Kong
Hong Kong
$489K +$468K +8,785 New
IC
522
IEQ Capital
California
$488K +$36.5K +686 +8%
JHCP
523
Jackson Hole Capital Partners
Oklahoma
$488K +$467K +8,776 New
WI
524
Wedgewood Investors
Pennsylvania
$481K -$37.3K -700 -7%
GPA
525
Garrison Point Advisors
California
$475K