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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
501
CIBC World Market
Ontario, Canada
$522K -$224K -1,429 -29%
CAG
502
Crestwood Advisors Group
Massachusetts
$521K -$37.3K -238 -6%
TMAM
503
Tokio Marine Asset Management
Japan
$521K +$55.1K +352 +11%
CWM
504
Circle Wealth Management
New Jersey
$516K
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$514K +$107K +682 +25%
GGHC
506
Gilder Gagnon Howe & Co
New York
$513K -$1.1K -7 -0.2%
CP
507
Covenant Partners
Tennessee
$497K +$511K +3,265 New
SI
508
Stephens Inc
Arkansas
$497K +$4.08M +26,094 +873%
APP
509
Alpha Paradigm Partners
Illinois
$493K +$507K +3,240 New
BPA
510
Beacon Pointe Advisors
California
$490K -$468K -2,993 -48%
HCM
511
Hollencrest Capital Management
California
$487K
WF
512
Welch & Forbes
Massachusetts
$486K -$35.2K -225 -7%
RG
513
Rathbones Group
United Kingdom
$483K
RJT
514
Raymond James Trust
Florida
$474K +$16.1K +103 +3%
S
515
SignatureFD
Georgia
$471K +$202K +1,289 +71%
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$466K +$98K +626 +26%
PP
517
Prudential plc
United Kingdom
$463K +$56.5K +361 +13%
OWM
518
Opes Wealth Management
California
$462K -$1.56K -10 -0.3%
HPC
519
HM Payson & Co
Maine
$460K -$157 -1 -0%
LB
520
Legacy Bridge
Iowa
$459K
BAM
521
Belpointe Asset Management
Nevada
$456K +$117K +748 +33%
KA
522
Kozak & Associates
Colorado
$453K +$62.8K +401 +14%
PCA
523
Personal Capital Advisors
California
$449K -$13.9K -89 -3%
CBA
524
Coastal Bridge Advisors
Connecticut
$444K +$8.92K +57 +2%
PFWA
525
Paces Ferry Wealth Advisors
Georgia
$441K -$79.5K -508 -15%