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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
451
Weiss Asset Management
Massachusetts
$956K +$1.03M +12,750 New
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$947K +$77.4K +956 +8%
USCWA
453
U.S. Capital Wealth Advisors
Texas
$944K -$848K -10,480 -45%
Cetera Investment Advisers
454
Cetera Investment Advisers
Illinois
$942K -$296K -3,656 -23%
RA
455
Rational Advisors
New York
$935K +$120K +1,488 +14%
TC
456
TownSquare Capital
Utah
$933K +$120K +1,478 +13%
MFS
457
Mirabella Financial Services
United Kingdom
$924K +$391K +4,828 +66%
WC
458
Whitney & Co
New York
$921K -$5.15M -63,594 -84%
KCM
459
Kornitzer Capital Management
Kansas
$915K
MAM
460
Meeder Asset Management
Ohio
$911K +$164K +2,022 +20%
IC
461
IEQ Capital
California
$905K +$438K +5,410 +81%
TT
462
TI-Trust
Illinois
$903K
Los Angeles Capital Management
463
Los Angeles Capital Management
California
$898K +$45.2K +558 +5%
AG
464
AIA Group
Hong Kong
$896K -$2.26M -27,892 -70%
PBF
465
Petix & Botte Financial
California
$893K
QC
466
Quaero Capital
Switzerland
$885K +$955K +11,800 New
PWM
467
Perigon Wealth Management
California
$864K -$101K -1,252 -10%
DT
468
Diversified Trust
Tennessee
$851K +$406K +5,014 +79%
NP
469
Ninepoint Partners
Ontario, Canada
$835K
IFG
470
Independent Financial Group
California
$833K -$67.2K -830 -7%
CW
471
CreativeOne Wealth
Kansas
$827K -$36.6K -452 -4%
TI
472
Tidal Investments
Wisconsin
$822K +$274K +3,386 +45%
TPA
473
Trivium Point Advisory
Connecticut
$802K +$20.1K +248 +2%
DAS
474
Dynamic Advisor Solutions
Arizona
$799K +$48.4K +598 +6%
AAS
475
Avantax Advisory Services
Texas
$799K +$177K +2,184 +26%