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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
276
CI Investments Inc
Ontario, Canada
$597K +$3.13K +134 +0.5%
AWA
277
Arkadios Wealth Advisors
Georgia
$595K +$38.6K +1,655 +7%
KPWS
278
Kestra Private Wealth Services
Texas
$590K +$126K +5,380 +28%
S
279
SignatureFD
Georgia
$588K +$71.6K +3,068 +15%
X
280
Xponance
Pennsylvania
$585K +$131K +5,622 +30%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$584K -$22.4K -961 -4%
MW
282
MBL Wealth
North Carolina
$568K +$233K +10,000 +75%
Neuberger Berman Group
283
Neuberger Berman Group
New York
$568K +$157K +6,724 +40%
CGL
284
Clarius Group LLC
Washington
$548K +$219K +9,371 +71%
APG Asset Management
285
APG Asset Management
Netherlands
$543K +$22.2K +952 +4%
MML Investors Services
286
MML Investors Services
Massachusetts
$542K +$46.7K +1,998 +10%
AWM
287
Avitas Wealth Management
California
$541K -$12.9K -554 -2%
AQR Capital Management
288
AQR Capital Management
Connecticut
$530K -$115K -4,919 -18%
HFM
289
Harvest Fund Management
China
$523K +$502K +21,511 New
ASN
290
Advisory Services Network
Georgia
$513K +$217K +9,296 +79%
BRWA
291
B. Riley Wealth Advisors
Florida
$507K +$133K +5,696 +38%
VFA
292
Valeo Financial Advisors
Indiana
$500K +$175K +7,475 +57%
VCM
293
Vetamer Capital Management
California
$496K +$477K +20,444 New
BL
294
Balentine LLC
Georgia
$486K +$49.2K +2,108 +12%
TCBWMS
295
Texas Capital Bank Wealth Management Services
Texas
$486K +$467K +20,000 New
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$483K +$17.5K +749 +4%
CG
297
Caprock Group
Idaho
$479K +$460K +19,718 New
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$454K +$79.5K +3,403 +22%
NYLIM
299
New York Life Investment Management
New York
$443K -$46.6K -1,996 -10%
WVP
300
Worth Venture Partners
New Jersey
$439K +$422K +18,092 New