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Name Holding Trade Value Shares
Change
Change in
Stake
DGAM
451
Desjardins Global Asset Management
Quebec, Canada
$404K +$150K +2,655 +56%
1WA
452
180 Wealth Advisors
Washington
$403K +$411K +7,293 New
AC
453
Apella Capital
Connecticut
$401K +$187K +3,317 +83%
JSC
454
Jackson Square Capital
California
$395K -$10.6K -189 -3%
CA
455
Claris Advisors
Missouri
$395K
SWM
456
Soundmark Wealth Management
Washington
$390K +$845 +15 +0.2%
GWM
457
GDS Wealth Management
Texas
$389K -$113 -2 -0%
MFS
458
Madrona Financial Services
Washington
$387K +$1.52K +27 +0.4%
XT
459
XTX Topco
Cayman Islands
$379K -$410K -7,279 -51%
AWM
460
Avior Wealth Management
Nebraska
$378K -$110K -1,950 -22%
MNBTD
461
Moody National Bank Trust Division
Texas
$371K +$381K +6,758 New
CG
462
Caprock Group
Idaho
$367K +$48K +852 +15%
CCA
463
Checchi Capital Advisers
California
$366K +$32K +568 +10%
AWM
464
Apollon Wealth Management
South Carolina
$364K +$39.9K +709 +12%
GSC
465
Ground Swell Capital
South Carolina
$364K +$373K +6,626 New
CP
466
Camelot Portfolios
Ohio
$363K -$67.8K -1,203 -15%
FFA
467
First Foundation Advisors
California
$363K -$5.29K -94 -1%
CI
468
Cigna Investments
Connecticut
$359K -$138K -2,455 -27%
IAA
469
Independent Advisor Alliance
North Carolina
$356K +$366K +6,492 New
TI
470
Tidal Investments
Wisconsin
$355K +$47.4K +842 +15%
DC
471
Diametric Capital
Massachusetts
$355K +$364K +6,462 New
ALAM
472
Asahi Life Asset Management
Japan
$353K -$845 -15 -0.2%
CFB
473
Cullen/Frost Bankers
Texas
$347K
TMAM
474
Tokio Marine Asset Management
Japan
$346K +$54K +959 +18%
CI Investments Inc
475
CI Investments Inc
Ontario, Canada
$343K -$140K -2,481 -28%