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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
326
US Bancorp
Minnesota
$542K -$103K -1,659 -19%
TI
327
Tidal Investments
Wisconsin
$541K +$155K +2,483 +53%
CNWM
328
Clay Northam Wealth Management
California
$531K -$25.9K -415 -6%
Nomura Holdings
329
Nomura Holdings
Japan
$531K -$307K -4,922 -41%
FTDI
330
First Trust Direct Indexing
Massachusetts
$527K +$27.9K +447 +7%
AR
331
Advisory Research
Illinois
$514K +$422K +6,771 New
EOJOAM
332
E. Ohman J:or Asset Management
Sweden
$508K -$93.5K -1,500 -18%
KCM
333
KRS Capital Management
Michigan
$508K +$6.23K +100 +2%
LWM
334
Lyell Wealth Management
California
$505K +$165K +2,653 +66%
IP
335
Intellectus Partners
California
$502K -$150K -2,409 -27%
SA
336
Strategic Advisors
New York
$493K -$31.2K -500 -7%
EF
337
Empowered Funds
Pennsylvania
$487K -$14K -224 -3%
LAI
338
Legal Advantage Investments
California
$486K -$1.25K -20 -0.3%
IAN
339
Integrated Advisors Network
Texas
$481K
QCM
340
Qsemble Capital Management
New York
$479K +$393K +6,310 New
GCA
341
Greenwood Capital Associates
South Carolina
$478K +$393K +6,297 New
JFG
342
Jefferies Financial Group
New York
$476K +$391K +6,280 New
KA
343
Kintegral Advisory
New York
$468K -$2.43K -39 -0.6%
MGP
344
Metis Global Partners
California
$457K -$49.1K -787 -12%
Baird Financial Group
345
Baird Financial Group
Wisconsin
$456K +$103K +1,649 +38%
EWA
346
EverSource Wealth Advisors
Alabama
$454K -$18K -288 -5%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$438K -$32.7K -525 -8%
DACS
348
Dymon Asia Capital (Singapore)
Singapore
$437K +$359K +5,756 New
FAIM
349
Financial Advocates Investment Management
Washington
$436K +$21.1K +339 +6%
CIBC Asset Management
350
CIBC Asset Management
Ontario, Canada
$433K -$30.4K -487 -8%