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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
476
Bank Julius Baer & Co
Switzerland
$359K +$144K +2,360 +63%
EWA
477
EP Wealth Advisors
California
$354K +$2.75K +45 +0.8%
DT
478
Diversified Trust
Tennessee
$354K +$368K +6,035 New
WI
479
Wahed Invest
New York
$353K -$6.41K -105 -2%
AA
480
ALPS Advisors
Colorado
$353K +$367K +6,015 New
AWM
481
Apollon Wealth Management
South Carolina
$348K +$102K +1,665 +39%
EFM
482
E Fund Management
China
$347K -$7.2K -118 -2%
TCM
483
Teza Capital Management
Illinois
$345K -$1.53M -25,154 -81%
BPA
484
Beacon Pointe Advisors
California
$344K -$98.8K -1,619 -22%
PAM
485
Paradigm Asset Management
New York
$343K – – –
CG
486
Caprock Group
Idaho
$342K -$3.54K -58 -1%
ACS
487
Archford Capital Strategies
Illinois
$341K +$98.1K +1,608 +35%
DAS
488
Dynamic Advisor Solutions
Arizona
$340K +$353K +5,789 New
CM
489
Castleark Management
Illinois
$339K – – –
IF
490
Integrity Financial
Wyoming
$339K – – –
BBNB
491
Baker Boyer National Bank
Washington
$337K – – –
BCM
492
Bayesian Capital Management
New York
$335K +$348K +5,706 New
TI
493
Tidal Investments
Wisconsin
$330K +$37.6K +616 +12%
FTDI
494
First Trust Direct Indexing
Massachusetts
$327K +$53.8K +882 +19%
WG
495
Welch Group
Alabama
$323K – – –
FFM
496
Forum Financial Management
Illinois
$321K – – –
DA
497
DCM Advisors
New York
$321K +$334K +5,475 New
CCA
498
Checchi Capital Advisers
California
$319K +$47.4K +776 +17%
Parallax Volatility Advisers
499
Parallax Volatility Advisers
California
$318K +$331K +5,424 New
BAM
500
Bellevue Asset Management
Washington
$314K -$67.4K -1,105 -17%