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Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
476
Clifford Swan Investment Counsel
California
$1.02M -$26K -350 -3%
SFA
477
Sequoia Financial Advisors
Ohio
$1.02M +$433K +5,835 +77%
BHCM
478
Brevan Howard Capital Management
Jersey
$1.01M +$989K +13,320 New
KAS
479
Kestra Advisory Services
Texas
$988K -$576K -7,753 -37%
IIM
480
INTECH Investment Management
Florida
$985K -$245K -3,298 -20%
BCV
481
Banque Cantonale Vaudoise
Switzerland
$982K -$79.8K -1,075 -8%
HAG
482
HighPoint Advisor Group
Illinois
$979K +$28.6K +385 +3%
ODA
483
One Degree Advisors
California
$973K -$25.1K -338 -3%
IP
484
Ignite Planners
California
$970K +$27.5K +371 +3%
QCG
485
Quadrant Capital Group
Ohio
$963K +$376K +5,063 +66%
CFO
486
Callan Family Office
Pennsylvania
$954K +$655K +8,824 +234%
NLGIA
487
Nippon Life Global Investors Americas
New York
$950K +$924K +12,440 New
CCM
488
Coldstream Capital Management
Washington
$948K +$361K +4,865 +64%
MAS
489
Meeder Advisory Services
Ohio
$938K +$80.1K +1,079 +10%
TPCW
490
TD Private Client Wealth
New York
$933K +$372K +5,015 +69%
KCM
491
Kornitzer Capital Management
Kansas
$924K
TT
492
TI-Trust
Illinois
$912K
GS
493
GTS Securities
Florida
$907K -$505K -6,803 -36%
CW
494
CreativeOne Wealth
Kansas
$907K +$18.3K +246 +2%
FGP
495
Freestone Grove Partners
California
$906K -$5.8M -78,059 -87%
Vontobel Holding
496
Vontobel Holding
Switzerland
$901K -$259K -3,483 -23%
PS
497
Principal Securities
Iowa
$900K +$178K +2,400 +25%
LFG
498
Larson Financial Group
Missouri
$894K +$73.1K +984 +9%
CPC
499
Cookson Peirce & Co
Pennsylvania
$894K +$159K +2,141 +22%
BPA
500
Beacon Pointe Advisors
California
$894K -$35.9K -483 -4%