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Name Holding Trade Value Shares
Change
Change in
Stake
AF
476
Advisornet Financial
Minnesota
$332K +$198K +1,361 +81%
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$331K -$49.5K -340 -10%
PA
478
Parallel Advisors
California
$330K -$64.2K -441 -13%
BRWA
479
B. Riley Wealth Advisors
Florida
$328K -$880K -6,052 -67%
NSEDCP
480
NJ State Employees Deferred Compensation Plan
New Jersey
$326K
EIM
481
Ervin Investment Management
Washington
$321K
MCM
482
Mainstay Capital Management
Michigan
$320K +$428K +2,943 New
Vontobel Holding
483
Vontobel Holding
Switzerland
$316K +$176K +1,209 +71%
RS
484
R Squared
Hong Kong
$315K -$55.1K -379 -12%
SA
485
Sanctuary Advisors
Indiana
$311K -$3.85M -26,477 -90%
RF
486
Rossby Financial
Florida
$310K -$23.9K -164 -5%
OC
487
Oppenheimer & Co
New York
$309K -$422K -2,903 -51%
SCA
488
Snowden Capital Advisors
New York
$308K +$32.7K +225 +9%
PCS
489
Private Client Services
Kentucky
$308K -$1.06M -7,319 -72%
KAS
490
Kestra Advisory Services
Texas
$308K -$34.8K -239 -8%
FDP
491
Financiere des Professionnels
Quebec, Canada
$307K +$274K +1,884 +200%
LBC
492
Leigh Baldwin & Co
New York
$299K -$5.82K -40 -1%
FFM
493
Forum Financial Management
Illinois
$296K -$32.6K -224 -8%
ECM
494
Evergreen Capital Management
Washington
$291K +$3.2K +22 +0.8%
KWM
495
Keebeck Wealth Management
Illinois
$282K -$115K -792 -23%
A
496
AlphaQuest
New York
$281K -$79K -543 -17%
HCM
497
HMS Capital Management
Tennessee
$276K -$8.29K -57 -2%
GT
498
Greenleaf Trust
Michigan
$276K -$31.6K -217 -8%
CPRC
499
Consolidated Portfolio Review Corp
New York
$275K +$88.5K +608 +32%
SWP
500
Significant Wealth Partners
Illinois
$275K +$119K +820 +48%