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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
476
Pursue Wealth Partners
California
$952K -$530K -2,222 -35%
KPWS
477
Kestra Private Wealth Services
Texas
$946K -$48.4K -203 -5%
VI
478
Versor Investments
New York
$934K +$275K +1,155 +42%
CIS
479
Capital International Sarl
California
$888K +$124K +520 +16%
CS
480
Comerica Securities
Michigan
$882K +$31.2K +131 +4%
CAG
481
Crestwood Advisors Group
Massachusetts
$877K – – –
TCA
482
Transcend Capital Advisors
New Jersey
$876K -$67.4K -283 -7%
AAS
483
Avantax Advisory Services
Texas
$854K +$52.4K +220 +7%
NL
484
NVWM LLC
Pennsylvania
$846K +$238 +1 +0%
Cerity Partners
485
Cerity Partners
New York
$842K -$147K -616 -15%
WCM Investment Management
486
WCM Investment Management
California
$838K – – –
Verition Fund Management
487
Verition Fund Management
Connecticut
$835K +$379K +1,590 +84%
CG
488
Cutler Group
California
$824K -$318K -1,336 -28%
PFWA
489
Paces Ferry Wealth Advisors
Georgia
$820K -$715 -3 -0.1%
WF
490
Welch & Forbes
Massachusetts
$818K – – –
AIM
491
Aigen Investment Management
New York
$818K +$815K +3,418 New
WS
492
Wedbush Securities
California
$813K -$36.9K -155 -4%
GGHC
493
Gilder Gagnon Howe & Co
New York
$812K -$9.32M -39,094 -92%
RJT
494
Raymond James Trust
Florida
$812K +$75.3K +316 +10%
VCM
495
Virtue Capital Management
Tennessee
$810K -$21K -88 -3%
OSAM
496
O'Shaughnessy Asset Management
Connecticut
$800K +$442K +1,854 +125%
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$792K -$24.2M -101,344 -97%
TWC
498
TD Waterhouse Canada
Ontario, Canada
$780K -$8.58K -36 -1%
JF
499
Jump Financial
Illinois
$771K +$300K +1,258 +64%
SG
500
Stonnington Group
California
$768K +$250K +1,050 +45%