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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$509K +$11.5K +338 +2%
WWM
227
Western Wealth Management
Colorado
$500K +$152K +4,452 +41%
Dimensional Fund Advisors
228
Dimensional Fund Advisors
Texas
$499K +$516K +15,142 New
PAM
229
Panagora Asset Management
Massachusetts
$498K +$516K +15,145 New
WAM
230
Weiss Asset Management
Massachusetts
$490K
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$489K +$201K +5,903 +66%
Verition Fund Management
232
Verition Fund Management
Connecticut
$486K -$824K -24,188 -62%
GF
233
Gries Financial
Ohio
$482K +$499K +14,641 New
CIA
234
Cladis Investment Advisory
Montana
$480K +$57.9K +1,700 +13%
MWM
235
Modera Wealth Management
New Jersey
$470K
AAS
236
Avantax Advisory Services
Texas
$466K -$24.1K -706 -5%
Bank Julius Baer & Co
237
Bank Julius Baer & Co
Switzerland
$461K -$548K -16,081 -53%
WBC
238
Westpac Banking Corp
Australia
$456K
William Blair & Company
239
William Blair & Company
Illinois
$454K +$90.7K +2,660 +24%
CA
240
Cetera Advisors
Colorado
$450K +$110K +3,235 +31%
ACM
241
AlphaStar Capital Management
North Carolina
$448K -$3.1K -91 -0.7%
Nordea Investment Management
242
Nordea Investment Management
Sweden
$447K +$145K +4,253 +45%
Vontobel Holding
243
Vontobel Holding
Switzerland
$444K -$124K -3,631 -21%
JMPWA
244
JP Morgan Private Wealth Advisors
California
$443K +$20.3K +597 +5%
AWM
245
Axxcess Wealth Management
California
$441K +$456K +13,387 New
MW
246
MBL Wealth
North Carolina
$441K +$457K +13,400 New
ACH
247
ArrowMark Colorado Holdings
Colorado
$439K -$22.3M -654,766 -98%
BRWA
248
B. Riley Wealth Advisors
Florida
$438K +$148K +4,330 +48%
BMSSC
249
B. Metzler seel. Sohn & Co
Germany
$436K +$451K +13,246 New
IC
250
IEQ Capital
California
$434K +$17.6K +517 +4%