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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
351
Bank of Nova Scotia
Ontario, Canada
$299K +$317K +3,883 New
GSC
352
Ground Swell Capital
South Carolina
$292K +$310K +3,789 New
AFM
353
Armstrong Fleming & Moore
District of Columbia
$289K
SB
354
SIG Brokerage
New York
$285K +$303K +3,702 New
BMSSC
355
B. Metzler seel. Sohn & Co
Germany
$283K
DILIC
356
Dai-ichi Life Insurance Company
Japan
$282K
VI
357
Vestcor Inc
New Brunswick, Canada
$281K
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$281K +$14.1K +172 +5%
Bank Julius Baer & Co
359
Bank Julius Baer & Co
Switzerland
$270K +$286K +3,500 New
LA
360
LBP AM
France
$269K -$14.1K -172 -5%
FZCM
361
Flynn Zito Capital Management
New York
$264K -$24.8K -304 -8%
CWM
362
Cornerstone Wealth Management
Missouri
$257K
QCG
363
Quadrant Capital Group
Ohio
$251K
SPIA
364
Steward Partners Investment Advisory
New York
$250K +$32.7K +400 +14%
CL
365
Choreo LLC
Illinois
$247K +$262K +3,204 New
IAA
366
Independent Advisor Alliance
North Carolina
$242K -$3.27K -40 -1%
CCM
367
Coldstream Capital Management
Washington
$238K +$252K +3,083 New
IP
368
Intellectus Partners
California
$233K
CI
369
Corient IA
Florida
$231K
Capstone Investment Advisors
370
Capstone Investment Advisors
New York
$224K +$238K +2,909 New
JIC
371
Johnson Investment Counsel
Ohio
$221K
BM
372
Belfer Management
New York
$215K +$228K +2,786 New
CAPTRUST Financial Advisors
373
CAPTRUST Financial Advisors
North Carolina
$215K +$228K +2,786 New
Lido Advisors
374
Lido Advisors
California
$212K +$224K +2,746 New
EF
375
Empowered Funds
Pennsylvania
$209K -$147K -1,799 -40%