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Name Holding Trade Value Shares
Change
Change in
Stake
KIC
401
Keating Investment Counselors
Florida
$599K +$633K +2,880 New
FT
402
Fiduciary Trust
Massachusetts
$599K
LNWWM
403
Laird Norton Wetherby Wealth Management
California
$593K -$109K -497 -15%
CCM
404
Coldstream Capital Management
Washington
$590K +$623K +2,837 New
CCIA
405
Campbell & Co Investment Adviser
Maryland
$590K +$623K +2,834 New
OHIS
406
Oak Harvest Investment Services
Texas
$589K -$82.2K -374 -12%
DWM
407
Dakota Wealth Management
Florida
$585K +$9.45K +43 +2%
MAWA
408
Moss Adams Wealth Advisors
Washington
$583K +$615K +2,800 New
LWAM
409
Legacy Wealth Asset Management
Minnesota
$578K +$53.2K +242 +10%
SP
410
Symmetry Partners
Connecticut
$575K -$103K -467 -14%
LC
411
Lavaca Capital
Texas
$565K +$596K +2,715 New
QC
412
Quadrature Capital
United Kingdom
$564K -$771K -3,509 -56%
LIM
413
Leavell Investment Management
Alabama
$562K
LOAME
414
Lombard Odier Asset Management (Europe)
United Kingdom
$562K -$65.9K -300 -10%
4WM
415
44 Wealth Management
Oregon
$562K
TRCT
416
Tower Research Capital (TRC)
New York
$560K -$1.74M -7,939 -75%
BFM
417
Boothbay Fund Management
New York
$559K -$641K -2,918 -52%
OGF
418
Orin Green Financial
California
$558K +$589K +2,681 New
WEPOG
419
Wealth Enhancement & Preservation of GA
Georgia
$558K +$164K +745 +39%
SWS
420
SYSTM Wealth Solutions
Illinois
$556K +$587K +2,671 New
MCM
421
MAI Capital Management
Ohio
$554K +$1.76K +8 +0.3%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$550K +$33.6K +153 +6%
GIA
423
Gateway Investment Advisers
Ohio
$548K +$52.7K +240 +10%
EWA
424
EP Wealth Advisors
California
$539K +$569K +2,590 New
CA
425
Cetera Advisors
Colorado
$533K +$348K +1,584 +162%