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Name Holding Trade Value Shares
Change
Change in
Stake
CG
426
Caprock Group
Idaho
$613K +$353K +10,383 +84%
AWM
427
Avitas Wealth Management
California
$608K +$167K +4,916 +28%
AWA
428
Alta Wealth Advisors
Massachusetts
$597K +$19.7K +578 +3%
TC
429
TownSquare Capital
Utah
$595K -$4.09M -120,242 -84%
CI
430
Cigna Investments
Connecticut
$591K – – –
BA
431
Bristlecone Advisors
Washington
$588K +$31.2K +917 +4%
WI
432
Wahed Invest
New York
$588K +$379K +11,127 +105%
AIM
433
Aigen Investment Management
New York
$588K +$441K +12,974 +146%
LNC
434
Lincoln National Corp
Pennsylvania
$587K -$25.3K -745 -3%
BC
435
Brookfield Corp
Ontario, Canada
$578K +$127K +3,724 +21%
GC
436
Guggenheim Capital
Illinois
$573K +$112K +3,300 +18%
YCM
437
Yousif Capital Management
Michigan
$561K +$112K +3,290 +19%
BPA
438
Beacon Pointe Advisors
California
$559K -$62.5K -1,838 -8%
AA
439
Ancora Advisors
Ohio
$559K +$212K +6,238 +43%
GLA
440
Good Life Advisors
Pennsylvania
$557K -$25K -735 -3%
WFA
441
WMG Financial Advisors
Tennessee
$545K – – –
WAM
442
Weinberger Asset Management
California
$539K – – –
MCC
443
Malaga Cove Capital
California
$538K +$79.1K +2,325 +13%
CM
444
Caption Management
Oklahoma
$538K +$680K +20,000 New
KeyBank National Association
445
KeyBank National Association
Ohio
$536K -$34.2K -1,005 -5%
W
446
Wealthsimple
Ontario, Canada
$536K +$115K +3,383 +48%
B
447
Bellecapital
Switzerland
$535K +$379K +11,148 +128%
PFO
448
Pathstone Family Office
New Jersey
$532K +$356K +10,460 +113%
IVP
449
Intrinsic Value Partners
Arizona
$521K +$658K +19,350 New
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$518K +$13.8K +405 +2%