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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
301
Atria Wealth Solutions
New York
$621K -$27K -786 -4%
QCM
302
QRG Capital Management
Illinois
$619K +$29K +842 +5%
AC
303
Apella Capital
Connecticut
$615K +$4.92K +143 +0.8%
EWA
304
EP Wealth Advisors
California
$614K -$13K -379 -2%
LCM
305
Landscape Capital Management
New Jersey
$611K -$81.6K -2,373 -12%
DekaBank Deutsche Girozentrale
306
DekaBank Deutsche Girozentrale
Germany
$607K
PMAM
307
Picton Mahoney Asset Management
Ontario, Canada
$607K +$570K +16,583 +16,583%
MWM
308
Moran Wealth Management
Florida
$602K +$568K +16,517 New
ACA
309
Atlas Capital Advisors
Wyoming
$599K -$24.8K -721 -4%
SAM
310
Securian Asset Management
Minnesota
$595K +$3.44K +100 +0.6%
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$592K +$46.7K +1,358 +9%
CSA
312
Cornerstone Select Advisors
Missouri
$583K +$30.7K +893 +6%
OAM
313
Oppenheimer Asset Management
New York
$574K +$23.3K +676 +4%
TIM
314
Tevis Investment Management
Texas
$571K +$534K +15,520 New
AWM
315
AE Wealth Management
Kansas
$562K +$69.2K +2,012 +15%
CGH
316
Crossmark Global Holdings
Texas
$557K +$8.91K +259 +2%
AOWM
317
Alpha Omega Wealth Management
Virginia
$552K +$34 +1 +0%
CIC
318
Carnegie Investment Counsel
Ohio
$539K -$4.37K -127 -0.9%
GCM
319
Graham Capital Management
Connecticut
$524K +$495K +14,395 New
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$523K +$4.16K +121 +0.9%
Aviva
321
Aviva
United Kingdom
$515K +$486K +14,143 New
TI
322
Tidal Investments
Wisconsin
$513K +$485K +14,090 New
HP
323
Hartree Partners
New York
$510K +$482K +14,000 New
HI
324
Horizon Investments
North Carolina
$506K +$477K +13,880 New
AAS
325
Avantax Advisory Services
Texas
$498K +$200K +5,824 +74%