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Name Holding Trade Value Shares
Change
Change in
Stake
WP
351
WealthSource Partners
California
$907K -$6.6K -31 -0.7%
MFGM
352
Marshall Financial Group (Maryland)
Maryland
$886K +$607K +2,852 +208%
RIM
353
Redpoint Investment Management
Australia
$846K – – –
ECM
354
Everence Capital Management
Indiana
$842K – – –
CCM
355
Coldstream Capital Management
Washington
$837K +$602K +2,829 +243%
KA
356
Kintegral Advisory
New York
$810K +$17.5K +82 +2%
ICG
357
InterOcean Capital Group
Tennessee
$795K +$808K +3,794 New
Lazard Asset Management
358
Lazard Asset Management
New York
$786K -$7.36M -34,566 -90%
Rafferty Asset Management
359
Rafferty Asset Management
New York
$744K -$196K -921 -21%
OHIS
360
Oak Harvest Investment Services
Texas
$741K -$46K -216 -6%
CCFP
361
Charles Carroll Financial Partners
Massachusetts
$734K +$745K +3,500 New
PAS
362
Park Avenue Securities
New York
$733K +$63.9K +300 +9%
AMCA
363
Arthur M. Cohen & Associates
Illinois
$727K -$21.3K -100 -3%
CAMG
364
CWA Asset Management Group
Florida
$725K -$4.74M -22,284 -87%
JWM
365
JGP Wealth Management
Oregon
$725K +$1.7K +8 +0.2%
BBVA
366
Banco Bilbao Vizcaya Argentaria
Spain
$724K +$50.7K +238 +7%
LAI
367
Legal Advantage Investments
California
$723K – – –
FTDI
368
First Trust Direct Indexing
Massachusetts
$722K +$109K +510 +17%
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$717K +$79K +371 +12%
DWM
370
Dakota Wealth Management
Florida
$713K +$724K +3,400 New
WJWM
371
Williams Jones Wealth Management
New York
$709K +$298K +1,402 +71%
SP
372
Symmetry Partners
Connecticut
$677K – – –
CCP
373
Corient Capital Partners
California
$671K +$88.6K +416 +15%
VEA
374
Virtus ETF Advisers
New York
$660K +$670K +3,147 New
ACA
375
Anchor Capital Advisors
Massachusetts
$652K – – –