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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
501
Corient Capital Partners
California
$540K +$8.61K +55 +1%
SIA
502
Strategic Investment Advisors
Michigan
$540K +$555K +3,544 New
Walleye Capital
503
Walleye Capital
New York
$523K +$79K +505 +17%
CIBC World Market
504
CIBC World Market
Ontario, Canada
$522K -$224K -1,429 -29%
CAG
505
Crestwood Advisors Group
Massachusetts
$521K -$37.3K -238 -6%
TMAM
506
Tokio Marine Asset Management
Japan
$521K +$55.1K +352 +11%
CWM
507
Circle Wealth Management
New Jersey
$516K – – –
OSAM
508
O'Shaughnessy Asset Management
Connecticut
$514K +$107K +682 +25%
GGHC
509
Gilder Gagnon Howe & Co
New York
$513K -$1.1K -7 -0.2%
CP
510
Covenant Partners
Tennessee
$497K +$511K +3,265 New
SI
511
Stephens Inc
Arkansas
$497K +$4.08M +26,094 +873%
APP
512
Alpha Paradigm Partners
Illinois
$493K +$507K +3,240 New
BPA
513
Beacon Pointe Advisors
California
$490K -$468K -2,993 -48%
HCM
514
Hollencrest Capital Management
California
$487K – – –
WF
515
Welch & Forbes
Massachusetts
$486K -$35.2K -225 -7%
RG
516
Rathbones Group
United Kingdom
$483K – – –
RJT
517
Raymond James Trust
Florida
$474K +$16.1K +103 +3%
S
518
SignatureFD
Georgia
$471K +$202K +1,289 +71%
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$466K +$98K +626 +26%
PP
520
Prudential plc
United Kingdom
$463K +$56.5K +361 +13%
OWM
521
Opes Wealth Management
California
$462K -$1.56K -10 -0.3%
HPC
522
HM Payson & Co
Maine
$460K -$157 -1 -0%
LB
523
Legacy Bridge
Iowa
$459K – – –
BAM
524
Belpointe Asset Management
Nevada
$456K +$117K +748 +33%
KA
525
Kozak & Associates
Colorado
$453K +$62.8K +401 +14%