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Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
426
Beverly Hills Private Wealth
California
$499K -$50.7K -226 -10%
CQS
427
Credential Qtrade Securities
$496K -$117K -521 -21%
CCM
428
Coldstream Capital Management
Washington
$495K +$438K +1,951 New
SP
429
Stablepoint Partners
Massachusetts
$490K +$434K +1,931 New
FFA
430
Fortune Financial Advisors
Kansas
$487K -$20.9K -93 -5%
PA
431
Profund Advisors
Maryland
$467K +$54.3K +242 +15%
JIC
432
Johnson Investment Counsel
Ohio
$464K -$36.8K -164 -8%
FTDI
433
First Trust Direct Indexing
Massachusetts
$462K +$126K +560 +44%
UAS
434
United Asset Strategies
New York
$459K +$18.9K +84 +5%
GKWIM
435
Gerber Kawasaki Wealth & Investment Management
California
$458K
CS
436
Capital Square
Tennessee
$453K +$59.9K +267 +18%
FI
437
Financial Insights
Washington
$444K
PS
438
Principal Securities
Iowa
$442K +$391K +1,742 New
GT
439
Greenleaf Trust
Michigan
$428K +$110K +491 +41%
IC
440
IEQ Capital
California
$423K -$674 -3 -0.2%
PWPS
441
Pinnacle Wealth Planning Services
Ohio
$423K +$95.4K +425 +34%
FA
442
FDx Advisors
Illinois
$422K +$96.8K +431 +35%
ECM
443
Everence Capital Management
Indiana
$421K
CFB
444
Cullen/Frost Bankers
Texas
$420K
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$411K +$129K +573 +55%
LCWP
446
Legacy Capital Wealth Partners
Arkansas
$408K +$361K +1,609 New
SWM
447
SeaCrest Wealth Management
New York
$407K
PAG
448
Private Advisor Group
New Jersey
$398K +$19.8K +88 +6%
Fidelity International
449
Fidelity International
Bermuda
$398K -$2.32M -10,311 -87%
FFP
450
FourThought Financial Partners
Florida
$397K +$22.7K +101 +7%