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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
451
Coldstream Capital Management
Washington
$393K +$19.4K +214 +5%
S
452
SignatureFD
Georgia
$390K +$26.6K +293 +7%
MGP
453
Metis Global Partners
California
$388K -$68.6K -755 -15%
BRWA
454
B. Riley Wealth Advisors
Florida
$384K -$9.99K -110 -3%
GAMC
455
Garner Asset Management Corp
Texas
$381K +$4.27K +47 +1%
AU
456
AlphaGrep UK
$377K -$148K -1,626 -28%
AWM
457
Aviso Wealth Management
Washington
$373K – – –
3IP
458
3Chopt Investment Partners
Virginia
$372K -$21.1K -232 -5%
AA
459
Advisory Alpha
Michigan
$371K +$91 +1 +0%
PPF
460
PFA Pension Forsikringsaktieselskab
$364K -$17M -186,968 -98%
RIL
461
Rothschild Investment LLC
Illinois
$360K -$5.63K -62 -2%
IAA
462
Independent Advisor Alliance
North Carolina
$358K +$28.4K +313 +9%
1WA
463
180 Wealth Advisors
Washington
$350K -$187K -2,061 -35%
BAAM
464
Baker Avenue Asset Management
California
$347K +$15.7K +173 +5%
CIA
465
Caerus Investment Advisors
Texas
$347K -$35.3K -389 -9%
TE
466
Tema ETFs
New York
$345K +$26.3K +290 +8%
DWT
467
Dorsey & Whitney Trust
South Dakota
$344K -$454 -5 -0.1%
JF
468
JMN Financial
Ohio
$344K -$46.7K -514 -12%
JWS
469
Juncture Wealth Strategies
Arizona
$340K +$337K +3,710 New
RCA
470
Resonant Capital Advisors
Wisconsin
$340K +$337K +3,709 New
FFA
471
Farther Finance Advisors
California
$339K -$8.72K -96 -3%
SHFA
472
SC&H Financial Advisors
Maryland
$339K +$91 +1 +0%
VI
473
Vestcor Inc
New Brunswick, Canada
$337K – – –
ACM
474
Aster Capital Management
United Arab Emirates
$331K +$328K +3,606 New
ACA
475
Atlas Capital Advisors
Wyoming
$330K +$1.09K +12 +0.3%
17 18
19
20 21