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Alight

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
226
Parcion Private Wealth
Washington
$10.4K +$21.2K +890 New
SA
227
Sanctuary Advisors
Indiana
$10.3K +$21.2K +888 New
LFA
228
Legacy Financial Advisors
Kentucky
$9.73K +$19.9K +835 New
AWC
229
Abundance Wealth Counselors
Pennsylvania
$9.68K +$19.8K +831 New
CFM
230
Catalyst Funds Management
Australia
$9.5K +$19.4K +815 New
Corient Private Wealth
231
Corient Private Wealth
Florida
$9.28K -$33K -1,386 -47%
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
$9.1K – – –
SC
233
Syon Capital
California
$9.08K -$7.01K -294 -27%
AWM
234
Angeles Wealth Management
California
$8.97K +$18.4K +770 New
SCM
235
Sterling Capital Management
North Carolina
$8.97K -$12K -503 -40%
EFS
236
Essex Financial Services
Connecticut
$8.84K +$18.1K +759 New
SAM
237
Sawgrass Asset Management
Florida
$8.83K +$18.1K +758 New
SRL
238
Scientech Research LLC
New Jersey
$8.78K +$17.9K +753 New
CPA
239
Capital Performance Advisors
California
$8.77K +$17.9K +752 New
CIA
240
Concurrent Investment Advisors
Florida
$8.74K +$17.9K +750 New
KCP
241
Kera Capital Partners
California
$8.4K +$17.2K +721 New
PFA
242
Pure Financial Advisors
California
$8.1K +$16.6K +695 New
AB
243
Amalgamated Bank
New York
$8K – – –
NWM
244
Northwest Wealth Management
Iowa
$7.69K +$15.7K +660 New
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$7.54K -$25.7K -1,080 -63%
EWA
246
Exencial Wealth Advisors
Oklahoma
$6.5K +$13.3K +558 New
CAMG
247
CWA Asset Management Group
Florida
$6.4K +$13.1K +550 New
CWP
248
Curated Wealth Partners
California
$5.98K +$12.2K +513 New
FFA
249
Fi3 Financial Advisors
Indiana
$5.86K +$12K +503 New
GI
250
GAMMA Investing
California
$5.37K +$10.3K +432 +1,490%