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Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
326
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$503K
V
327
Veritable
Delaware
$491K +$32.7K +2,072 +7%
GI
328
GAMCO Investors
Connecticut
$489K +$115K +7,310 +32%
SLWA
329
San Luis Wealth Advisors
California
$485K
SP
330
Symmetry Partners
Connecticut
$485K +$155K +9,812 +49%
BMSSC
331
B. Metzler seel. Sohn & Co
Germany
$456K +$70.4K +4,456 +19%
WA
332
WESPAC Advisors
California
$435K +$425K +26,891 New
GAM
333
Gemmer Asset Management
California
$425K
LK
334
Lumbard & Kellner
New Hampshire
$420K
CWR
335
Chico Wealth RIA
California
$420K +$410K +25,960 New
SFA
336
Sequoia Financial Advisors
Ohio
$410K +$46.4K +2,940 +13%
KAS
337
Kestra Advisory Services
Texas
$407K +$190K +12,054 +92%
BCM
338
Bornite Capital Management
New York
$404K -$10.7M -675,000 -96%
BP
339
BBR Partners
New York
$404K +$395K +25,000 New
PAG
340
Private Advisory Group
Washington
$404K -$129K -8,187 -25%
BS
341
Banco Santander
Spain
$392K +$383K +24,267 New
Assenagon Asset Management
342
Assenagon Asset Management
Luxembourg
$389K -$59.2K -3,745 -13%
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$375K +$142K +9,011 +64%
FTDI
344
First Trust Direct Indexing
Massachusetts
$357K +$162K +10,223 +86%
BL
345
Balentine LLC
Georgia
$354K -$59.1K -3,744 -15%
HI
346
Horizon Investments
North Carolina
$353K +$29.3K +1,853 +9%
TC
347
Trilogy Capital
California
$343K +$3.52K +223 +1%
ALAM
348
Asahi Life Asset Management
Japan
$341K +$790 +50 +0.2%
JC
349
Jacobs & Co
California
$336K +$328K +20,790 New
JHCP
350
Jackson Hole Capital Partners
Oklahoma
$328K +$321K +20,308 New