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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Conway Capital Management
California
$814K
BJL
402
Brighton Jones LLC
Washington
$810K +$303K +5,049 +74%
BA
403
Bridge Advisory
California
$799K -$54K -900 -7%
KFP
404
KMG Fiduciary Partners
Ohio
$797K -$90.9K -1,515 -11%
KCM
405
Kornitzer Capital Management
Kansas
$791K +$697K +11,614 New
IFG
406
Independent Financial Group
California
$790K +$696K +11,588 New
CAPTRUST Financial Advisors
407
CAPTRUST Financial Advisors
North Carolina
$784K -$10.6K -177 -2%
QI
408
Qtron Investments
Massachusetts
$759K
FQ
409
First Quadrant
California
$751K +$148K +2,472 +29%
BRWM
410
B. Riley Wealth Management
Tennessee
$738K +$126K +2,094 +24%
MFG
411
Magnus Financial Group
New York
$727K +$183K +3,048 +40%
MYAM
412
Meiji Yasuda Asset Management
Japan
$726K +$12K +200 +2%
UM
413
Ulysses Management
New York
$715K +$630K +10,500 New
FHA
414
Flagship Harbor Advisors
Massachusetts
$688K -$107K -1,790 -15%
IAA
415
Independent Advisor Alliance
North Carolina
$683K -$22.2K -370 -4%
WCA
416
Waratah Capital Advisors
Ontario, Canada
$679K +$598K +9,968 New
KPWS
417
Kestra Private Wealth Services
Texas
$674K +$97.8K +1,630 +20%
FIM
418
Freedom Investment Management
Connecticut
$672K -$102K -1,701 -15%
CM
419
Caption Management
Oklahoma
$668K +$588K +9,800 New
SI
420
Stephens Inc
Arkansas
$657K +$72K +1,200 +14%
CPIG
421
Chicago Partners Investment Group
Illinois
$656K +$45.3K +755 +10%
QSS
422
Quantitative Systematic Strategies
Florida
$644K -$404K -6,736 -42%
PFGIA
423
Patriot Financial Group Insurance Agency
Massachusetts
$631K -$15.7K -262 -3%
IIM
424
Ironwood Investment Management
Massachusetts
$625K
JIC
425
Joel Isaacson & Co
New York
$624K